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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
1526
Hurlow Wealth Management Group
Indiana
$367K – – –
CC
1527
Corton Capital
Ontario, Canada
$367K -$445K -3,774 -59%
WE
1528
Wealth Effects
Massachusetts
$366K -$707 -6 -0.2%
LK
1529
Lumbard & Kellner
New Hampshire
$366K – – –
SVWAG
1530
Sound View Wealth Advisors Group
Georgia
$366K -$191K -1,619 -38%
ECG
1531
Edge Capital Group
Georgia
$366K – – –
TIM
1532
Tevis Investment Management
Texas
$366K – – –
BWA
1533
BCU Wealth Advisors
Illinois
$365K +$118 +1 +0%
RGC
1534
Roberts, Glore & Co
Illinois
$365K -$19.2K -163 -6%
CHAM
1535
Clear Harbor Asset Management
Connecticut
$365K +$2.12K +18 +0.7%
PPW
1536
Parcion Private Wealth
Washington
$364K +$43.2K +367 +16%
SA
1537
Strategic Advisors
New York
$364K +$306K +2,599 New
SAM
1538
Synergy Asset Management
Washington
$364K +$1.3K +11 +0.4%
BC
1539
Barrett & Company
Rhode Island
$364K – – –
SPIS
1540
Steward Partners Investment Solutions
Oregon
$364K +$306K +2,595 New
LIM
1541
Leavell Investment Management
Alabama
$363K – – –
HCM
1542
Hillman Capital Management
Maryland
$363K -$77K -653 -20%
CA
1543
Calton & Associates
Florida
$363K – – –
SMF
1544
Sterling Manor Financial
New York
$363K +$30.8K +261 +11%
VDI
1545
Vaughan David Investments
Illinois
$362K – – –
FOFP
1546
Fee-Only Financial Planning
South Carolina
$361K – – –
CCB
1547
Country Club Bank
Missouri
$361K +$26.9K +228 +10%
PIAS
1548
PCA Investment Advisory Services
Ohio
$360K +$6.6K +56 +2%
CA
1549
Cornerstone Advisory
Maryland
$360K +$44.9K +381 +17%
DS
1550
DRW Securities
Illinois
$360K -$1.01M -8,564 -76%
60 61
62
63 64