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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1276
CNB Bank
Pennsylvania
$250K – – –
TWM
1277
Titus Wealth Management
California
$250K +$267K +4,249 New
CAM
1278
CenterStar Asset Management
Illinois
$249K – – –
CA
1279
Crewe Advisors
Utah
$249K – – –
CL
1280
COWA LLC
Oklahoma
$249K +$265K +4,223 New
SCM
1281
Sterneck Capital Management
Missouri
$249K +$266K +4,231 New
WFA
1282
Wade Financial Advisory
California
$248K -$17.2K -273 -6%
SAF
1283
Smith Anglin Financial
Texas
$247K -$2.32K -37 -0.9%
SPI
1284
Santori & Peters Inc
Pennsylvania
$247K – – –
PCS
1285
Personal CFO Solutions
New Jersey
$247K +$20.9K +332 +9%
WP
1286
WealthShield Partners
North Carolina
$247K +$264K +4,199 New
FF
1287
FourThought Financial
Florida
$246K -$8.79K -140 -3%
CHA
1288
Carmichael Hill & Associates
Maryland
$246K – – –
TSWM
1289
Triangle Securities Wealth Management
North Carolina
$246K – – –
AA
1290
Advisory Alpha
Michigan
$246K +$63.8K +1,016 +32%
DHGWA
1291
Dixon Hughes Goodman Wealth Advisors
North Carolina
$246K +$262K +4,176 New
FFA
1292
Founders Financial Alliance
North Carolina
$244K -$27.5K -438 -10%
GHAM
1293
Gilman Hill Asset Management
Connecticut
$244K -$18.8K -300 -7%
HCM
1294
HM Capital Management
Missouri
$244K – – –
LDB
1295
Lee, Danner & Bass
Tennessee
$244K – – –
FA
1296
Financial Advisors
Massachusetts
$244K +$7.41K +118 +3%
CS
1297
Comerica Securities
Michigan
$244K +$19.5K +311 +8%
JSW
1298
Journey Strategic Wealth
New Jersey
$244K +$260K +4,140 New
WA
1299
Wealth Alliance
New York
$243K -$10.5K -167 -4%
FC
1300
Fusion Capital
South Carolina
$243K +$63 +1 +0%
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