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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1226
Bar Harbor Wealth Management
New Hampshire
$626K -$34.3K -291 -6%
HG
1227
Harbor Group
New Hampshire
$626K +$118 +1 +0%
OBWG
1228
Onyx Bridge Wealth Group
New York
$623K +$2.95K +25 +0.5%
CA
1229
Carson Advisory
Georgia
$623K -$203K -1,719 -28%
WP
1230
Westmount Partners
California
$622K +$9.31K +79 +2%
JAG
1231
Journey Advisory Group
Kentucky
$618K +$23K +195 +5%
MWM
1232
Modern Wealth Management
Kansas
$618K -$4.71K -40 -0.9%
BWAM
1233
Boyd Watterson Asset Management
Ohio
$617K +$42K +356 +9%
FFG
1234
Fortem Financial Group
California
$616K +$44.3K +376 +9%
SAM
1235
Seelaus Asset Management
New Jersey
$616K -$255K -2,167 -33%
KCM
1236
Kathmere Capital Management
Pennsylvania
$614K +$24.6K +209 +5%
QWP
1237
Quotient Wealth Partners
Texas
$614K +$69.5K +590 +16%
FFA
1238
Founders Financial Alliance
North Carolina
$613K +$2K +17 +0.4%
RIA
1239
Regal Investment Advisors
Michigan
$612K +$3.3K +28 +0.6%
FWSM
1240
First Wilshire Securities Management
California
$608K – – –
SWM
1241
Silverlake Wealth Management
Vermont
$607K -$82K -696 -14%
HFS
1242
Hantz Financial Services
Michigan
$604K +$77.2K +655 +18%
EAM
1243
Empirical Asset Management
Massachusetts
$604K +$508K +4,309 New
W
1244
Wealthquest
Ohio
$603K +$3.42K +29 +0.7%
TNBTD
1245
Trustmark National Bank Trust Department
Mississippi
$603K +$49K +416 +11%
CIM
1246
Contravisory Investment Management
Massachusetts
$601K -$2.95K -25 -0.6%
SAF
1247
Smith Anglin Financial
Texas
$597K -$7.42K -63 -1%
PCA
1248
Providence Capital Advisors
North Carolina
$596K – – –
RCA
1249
Resonant Capital Advisors
Wisconsin
$595K +$40.5K +344 +9%
PPP
1250
Private Portfolio Partners
New Jersey
$592K -$175K -1,484 -26%
48 49
50
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