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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1951
Marino Stram & Associates
Massachusetts
$745K -$34.9K -326 -4%
FMN
1952
Financial Management Network
California
$744K -$16.6K -155 -2%
VCM
1953
Vivaldi Capital Management
Illinois
$744K -$3.64K -34 -0.4%
SWAG
1954
Spectrum Wealth Advisory Group
California
$744K +$845K +7,891 New
HCP
1955
Hexagon Capital Partners
Arkansas
$743K -$321 -3 -0%
SA
1956
SRH Advisors
Kansas
$743K +$3.42K +32 +0.4%
BWM
1957
BCGM Wealth Management
Indiana
$742K +$64.5K +603 +9%
KLCM
1958
KG&L Capital Management
Louisiana
$741K -$212K -1,982 -20%
PFWA
1959
Paces Ferry Wealth Advisors
Georgia
$741K -$50.3K -470 -6%
NL
1960
Navalign LLC
California
$740K +$297K +2,771 +55%
CG
1961
Corundum Group
Colorado
$739K +$231K +2,154 +38%
VC
1962
Vicus Capital
Pennsylvania
$737K -$18.1K -169 -2%
RCG
1963
Resource Consulting Group
Florida
$736K +$271K +2,530 +48%
SWM
1964
Stockman Wealth Management
Montana
$735K -$169K -1,575 -17%
IUHSA
1965
Itau Unibanco Holding S.A.
Brazil
$733K -$3.56M -33,278 -81%
GSB
1966
Greenfield Savings Bank
Massachusetts
$733K -$48.8K -456 -6%
EI
1967
Ellevest Inc
New York
$733K +$360K +3,363 +76%
AMM
1968
American Money Management
California
$730K -$36.7K -343 -4%
CCM
1969
Compton Capital Management
Rhode Island
$729K -$152K -1,423 -16%
CFO
1970
Colony Family Offices
North Carolina
$729K +$24.2K +226 +3%
PG
1971
Proffitt & Goodson
Tennessee
$727K +$50.5K +472 +7%
OL
1972
Optas LLC
Texas
$724K +$11.5K +107 +1%
QWM
1973
QP Wealth Management
New Jersey
$724K +$113K +1,053 +17%
SFWC
1974
Strategic Family Wealth Counselors
New Jersey
$722K +$5.35K +50 +0.7%
KC
1975
Kingfisher Capital
North Carolina
$721K -$1.37M -12,764 -63%
77 78
79
80 81