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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2551
Sandbox Financial Partners
Maryland
$539K +$524K +2,841 New
MFG
2552
Magnus Financial Group
New York
$538K -$693K -3,758 -56%
HCM
2553
HM Capital Management
Missouri
$536K -$19.2K -104 -3%
RIM
2554
Rockbridge Investment Management
New York
$536K -$6.27K -34 -1%
WPA
2555
Winning Points Advisors
Florida
$536K +$36.9K +200 +7%
EP
2556
Edgestream Partners
New Jersey
$536K +$536K +2,906 New
SWM
2557
Sugarloaf Wealth Management
Georgia
$535K -$13.5K -73 -2%
CG
2558
Clarus Group
Texas
$535K – – –
WFM
2559
Wolff Financial Management
Michigan
$533K -$25.6K -139 -5%
IWA
2560
Inspirion Wealth Advisors
Illinois
$531K +$60.7K +329 +13%
RPA
2561
Rock Point Advisors
Vermont
$527K – – –
FPCP
2562
Fort Point Capital Partners
California
$526K – – –
IF
2563
IRON Financial
Illinois
$520K -$65.1K -353 -11%
CCM
2564
Conway Capital Management
California
$519K +$1.84K +10 +0.4%
RFN
2565
RDA Financial Network
Iowa
$518K -$110K -598 -18%
MTC
2566
McDaniel Terry & Co
Texas
$517K – – –
BWM
2567
Biltmore Wealth Management
Arizona
$515K +$514K +2,789 New
CFN
2568
Cordasco Financial Network
Florida
$514K -$19.4K -105 -4%
OFS
2569
Oldfather Financial Services
Nebraska
$514K +$1.29K +7 +0.3%
DAC
2570
Dividend Assets Capital
South Carolina
$513K – – –
HWMG
2571
Hurlow Wealth Management Group
Indiana
$513K +$140K +761 +38%
SWMG
2572
Strategic Wealth Management Group
Maryland
$509K – – –
AP
2573
Atwood & Palmer
Missouri
$509K +$19.2K +104 +4%
PIM
2574
Progressive Investment Management
Oregon
$509K +$508K +2,757 New
BOCM
2575
Bontempo Ohly Capital Management
Maryland
$506K +$24K +130 +5%
101 102
103
104 105