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Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
2551
Omnia Family Wealth
Florida
$307K +$903 +3 +0.3%
VRM
2552
Vectors Research Management
New York
$306K -$3.61K -12 -1%
RFM
2553
Royal Fund Management
Florida
$304K +$1.81K +6 +0.6%
WLPWM
2554
Walled Lake Planning & Wealth Management
Illinois
$303K -$49.1K -163 -14%
RA
2555
Riverstone Advisors
Texas
$303K +$62.6K +208 +27%
DAM
2556
DLD Asset Management
New York
$302K +$296K +982 New
KPWG
2557
KFA Private Wealth Group
Virginia
$302K +$301 +1 +0.1%
PWM
2558
Partners Wealth Management
California
$302K -$7.83K -26 -3%
JJBC
2559
James J. Burns & Company
New York
$302K -$269K -894 -48%
AZ
2560
Alpha Zero
Florida
$302K +$19.3K +64 +7%
HFS
2561
Heritage Financial Services
Massachusetts
$301K +$5.42K +18 +2%
AGC
2562
Aspen Grove Capital
Colorado
$300K – – –
AA
2563
Auxano Advisors
Washington
$300K +$293K +973 New
VDC
2564
Van Diest Capital
Iowa
$299K +$292K +971 New
TL
2565
Tradewinds LLC
North Carolina
$299K -$18.1K -60 -6%
SWRP
2566
Summit Wealth & Retirement Planning
California
$299K +$59.3K +197 +25%
CWM
2567
Chesapeake Wealth Management
Virginia
$299K +$3.31K +11 +1%
AWM
2568
Accel Wealth Management
Iowa
$298K – – –
RWM
2569
RKL Wealth Management
Pennsylvania
$298K -$37K -123 -11%
LWM
2570
Level Wealth Management
North Carolina
$298K -$70.8K -235 -20%
FBB
2571
Fulton Breakefield Broenniman
Maryland
$298K +$66.2K +220 +29%
HFS
2572
Hughes Financial Services
Virginia
$297K – – –
HTIM
2573
Harbour Trust & Investment Management
Indiana
$297K +$4.82K +16 +2%
EWS
2574
Eagle Wealth Strategies
New Jersey
$297K -$6.63K -22 -2%
HFRG
2575
Houlihan Financial Resource Group
Virginia
$296K +$290K +964 New
101 102
103
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