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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1801
Circle Wealth Management
New Jersey
$541K +$4.59K +45 +0.8%
RCP
1802
Rothschild Capital Partners
New York
$540K +$510 +5 +0.1%
SP
1803
SmartHarvest Portfolios
Washington
$540K +$30K +294 +6%
SC
1804
Schulhoff & Co
Ohio
$539K – – –
MLFP
1805
MPS Loria Financial Planners
Illinois
$538K +$55.5K +544 +11%
OFS
1806
Orrstown Financial Services
Pennsylvania
$537K -$25.9K -254 -4%
ACM
1807
Aurdan Capital Management
Pennsylvania
$537K -$239K -2,347 -30%
RPGK
1808
Retirement Planning Group (Kansas)
Kansas
$537K -$22.4K -220 -4%
GSIS
1809
Global Strategic Investment Solutions
Arizona
$535K -$918 -9 -0.2%
NCM
1810
Novare Capital Management
North Carolina
$535K – – –
TPA
1811
Trivium Point Advisory
Connecticut
$534K +$565K +5,546 New
LC
1812
Lawood & Co
Pennsylvania
$533K -$70.7K -693 -11%
WWG
1813
West Wealth Group
California
$531K +$14.1K +138 +3%
LF
1814
Lantz Financial
Illinois
$530K +$43K +422 +8%
WG
1815
Winton Group
United Kingdom
$529K -$9.73M -95,483 -95%
CA
1816
CV Advisors
Florida
$529K +$561K +5,500 New
GWM
1817
Gilpin Wealth Management
Colorado
$528K -$13.6K -133 -2%
KCP
1818
Kera Capital Partners
California
$528K +$50.4K +494 +10%
SAM
1819
Secure Asset Management
Michigan
$524K -$89.5K -878 -14%
PPW
1820
Presilium Private Wealth
Pennsylvania
$524K -$1.63K -16 -0.3%
ZIG
1821
Zullo Investment Group
Pennsylvania
$523K -$19.6K -192 -3%
ZCI
1822
Zevenbergen Capital Investments
Washington
$522K -$111K -1,090 -17%
HWA
1823
HHM Wealth Advisors
Tennessee
$521K – – –
CA
1824
Cornerstone Advisory
Maryland
$520K +$46.8K +459 +9%
CPIA
1825
Cornell Pochily Investment Advisors
New York
$520K -$150K -1,475 -21%
71 72
73
74 75