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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
1326
National Wealth Management Group
Ohio
$113K -$649K -47,373 -82%
TI
1327
Truepoint Inc
Ohio
$112K +$138K +10,060 New
PFG
1328
Pacific Financial Group
Washington
$112K +$138K +10,070 New
EHC
1329
Everett Harris & Co
California
$112K +$138K +10,100 New
SSB
1330
Sandy Spring Bank
Maryland
$111K -$8.05K -588 -6%
RWG
1331
Regal Wealth Group
California
$111K -$1.11K -81 -0.8%
BCM
1332
Bourgeon Capital Management
Connecticut
$111K – – –
BHC
1333
Bowen Hanes & Co
Florida
$111K +$137K +10,000 New
LFG
1334
Larson Financial Group
Missouri
$110K -$18.9K -1,377 -12%
CFG
1335
CKW Financial Group
Hawaii
$109K +$493 +36 +0.4%
NSIM
1336
North Star Investment Management
Illinois
$109K +$18.1K +1,325 +16%
AW
1337
ACG Wealth
Georgia
$108K +$133K +9,681 New
AF
1338
Arrow Financial
New York
$107K – – –
CWAF
1339
Core Wealth Advisors (Florida)
Florida
$104K +$84K +6,135 +189%
MCC
1340
Money Concepts Capital
Florida
$100K -$718K -52,422 -86%
CMF
1341
Counterpoint Mutual Funds
California
$100K +$51.1K +3,732 +71%
AWM
1342
AllSquare Wealth Management
New York
$99K -$13.6K -996 -10%
HFM
1343
Harvest Fund Management
China
$99K – – –
AA
1344
Addison Advisors
Vermont
$98K -$36.6K -2,673 -23%
TPCW
1345
TD Private Client Wealth
New York
$97.1K -$1.64K -120 -1%
AIP
1346
Ahrens Investment Partners
Louisiana
$97K +$23.6K +1,720 +24%
OA
1347
Operose Advisors
Wisconsin
$93K – – –
CWA
1348
Clearview Wealth Advisors
Oregon
$92K +$13.8K +1,007 +14%
FWM
1349
Focused Wealth Management
New York
$92K +$14.9K +1,087 +15%
BRWM
1350
B. Riley Wealth Management
Tennessee
$91.8K +$495K +36,169 +16%
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