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Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
2476
First City Capital Management
Georgia
$624K +$369 +2 +0.1%
LC
2477
Lavaca Capital
Texas
$622K -$140K -761 -18%
HR
2478
Howe & Rusling
New York
$621K -$9.4K -51 -1%
AC
2479
Avenir Corporation
Virginia
$621K +$64.2K +348 +12%
TCMP
2480
Thrive Capital Management (Pennsylvania)
Pennsylvania
$619K +$213K +1,153 +52%
BCM
2481
Brookmont Capital Management
Texas
$618K -$13.8K -75 -2%
MG
2482
Mather Group
Illinois
$618K +$61.2K +332 +11%
AWM
2483
Accel Wealth Management
Iowa
$615K -$13.5K -73 -2%
WFAG
2484
Wescott Financial Advisory Group
Pennsylvania
$615K +$78.6K +426 +15%
MHR
2485
Matthew Hamilton Rosenberg
$613K +$5.72K +31 +0.9%
CG
2486
CFO4Life Group
Texas
$613K +$55.1K +299 +10%
EWA
2487
Encompass Wealth Advisors
Oregon
$611K +$92.2K +500 +18%
ACM
2488
Alethea Capital Management
Washington
$609K – – –
SEP
2489
Southland Equity Partners
Missouri
$607K +$83.4K +452 +16%
CP
2490
Covenant Partners
Tennessee
$606K -$195K -1,057 -24%
ACM
2491
AlphaStar Capital Management
North Carolina
$606K +$44.4K +241 +8%
SIS
2492
Sound Income Strategies
Florida
$606K +$210K +1,137 +53%
TCM
2493
Traynor Capital Management
Pennsylvania
$602K +$41.3K +224 +7%
IFAM
2494
Institutional & Family Asset Management
Colorado
$601K +$42K +228 +8%
JGUA
2495
John G. Ullman & Associates
New York
$600K -$8.3K -45 -1%
BAM
2496
Bellevue Asset Management
Washington
$600K +$19.5K +106 +3%
VAS
2497
Valicenti Advisory Services
New York
$599K +$18.4K +100 +3%
RWA
2498
RGT Wealth Advisors
Texas
$598K -$24K -130 -4%
CWA
2499
Canvas Wealth Advisors
Kansas
$598K +$591K +3,207 New
GA
2500
GoalVest Advisory
New York
$598K +$597K +3,239 New
98 99
100
101 102