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Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
2676
NFP Retirement Inc
California
$413K +$435K +3,008 New
KWM
2677
Kaydan Wealth Management
Michigan
$412K -$8.1K -56 -2%
W
2678
WealthOne
New York
$412K -$804K -5,563 -65%
JHP
2679
James Hambro & Partners
United Kingdom
$411K -$256K -1,768 -37%
NWA
2680
New World Advisors
Massachusetts
$411K -$133K -920 -21%
ME
2681
McIlrath & Eck
Washington
$411K +$16.2K +112 +4%
BCM
2682
BlueCrest Capital Management
Jersey
$411K +$434K +3,000 New
PMG
2683
Private Management Group
California
$408K -$16.9K -117 -4%
CCM
2684
Conway Capital Management
California
$407K – – –
IF
2685
IRON Financial
Illinois
$407K +$7.52K +52 +2%
SW
2686
StrongBox Wealth
Missouri
$406K -$35.3K -244 -8%
SW
2687
Solidarity Wealth
Utah
$406K +$445K +3,076 New
TW
2688
Towerpoint Wealth
California
$405K +$6.79K +47 +2%
BAM
2689
Bellevue Asset Management
Washington
$404K +$578 +4 +0.1%
SWM
2690
Sugarloaf Wealth Management
Georgia
$404K +$6.5K +45 +2%
CIC
2691
Cutler Investment Counsel
Oregon
$404K +$95.8K +663 +29%
RIM
2692
Rockbridge Investment Management
New York
$403K +$4.77K +33 +1%
HL
2693
HeadInvest LLC
Maine
$402K -$1.16K -8 -0.3%
C
2694
Covestor
United Kingdom
$402K +$84K +581 +25%
ACM
2695
Ategra Capital Management
Virginia
$402K +$1.45K +10 +0.3%
WFM
2696
Wolff Financial Management
Michigan
$401K -$289 -2 -0.1%
D
2697
Dentgroup
Louisiana
$401K – – –
BWM
2698
Biltmore Wealth Management
Arizona
$400K +$14.5K +100 +4%
NWM
2699
Northwest Wealth Management
Iowa
$399K -$269K -1,859 -39%
ICP
2700
Interchange Capital Partners
Pennsylvania
$399K +$60.6K +419 +17%
106 107
108
109 110