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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1576
44 Wealth Management
Oregon
$1.07M +$542K +5,048 +88%
EW
1577
Elyxium Wealth
California
$1.07M +$302K +2,810 +35%
HR
1578
Hardy Reed
Mississippi
$1.06M +$190K +1,769 +20%
HIM
1579
Hillsdale Investment Management
Ontario, Canada
$1.06M +$1.03M +9,540 +830%
DWM
1580
Dynasty Wealth Management
Florida
$1.05M +$113K +1,054 +11%
HPBT
1581
Hickory Point Bank & Trust
Illinois
$1.05M +$23.1K +215 +2%
CWS
1582
Confluence Wealth Services
Pennsylvania
$1.05M -$26.2K -244 -2%
S
1583
SimplyRich
California
$1.05M -$123K -1,146 -10%
RMC
1584
Resources Management Corp
Connecticut
$1.04M -$899K -8,369 -44%
JMFC
1585
J.M. Forbes & Co
Massachusetts
$1.04M -$22.8K -212 -2%
FFN
1586
Focus Financial Network
Minnesota
$1.04M -$24.4K -227 -2%
IIM
1587
Intact Investment Management
Quebec, Canada
$1.04M – – –
CPSC
1588
Carl P. Sherr & Co
Massachusetts
$1.04M -$110K -1,023 -9%
TFS
1589
Thoroughbred Financial Services
Tennessee
$1.04M +$430 +4 +0%
BCG
1590
Breakwater Capital Group
New Jersey
$1.03M +$190K +1,764 +20%
TPW
1591
Talon Private Wealth
Florida
$1.03M -$163K -1,515 -13%
AF
1592
Aldebaran Financial
$1.03M -$7.84K -73 -0.7%
NB
1593
Nicolet Bankshares
Wisconsin
$1.03M +$73.8K +687 +7%
HCM
1594
Howard Capital Management
Georgia
$1.03M -$114K -1,065 -9%
JWA
1595
JFS Wealth Advisors
Pennsylvania
$1.02M -$42.2K -393 -4%
CT
1596
Caldwell Trust
Florida
$1.02M +$113K +1,048 +11%
FRM
1597
Fox Run Management
Connecticut
$1.02M +$1.11M +10,330 New
SFG
1598
Synergy Financial Group
California
$1.02M -$3.87K -36 -0.3%
HKIM
1599
Hayek Kallen Investment Management
Alabama
$1.02M -$47.9K -446 -4%
MWA
1600
Midland Wealth Advisors
Illinois
$1.02M -$54.1K -503 -5%
62 63
64
65 66