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Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1851
Capital Advisors Wealth Management
Washington
$691K +$40.4K +134 +6%
HPBT
1852
Hickory Point Bank & Trust
Illinois
$691K +$7.53K +25 +1%
FRM
1853
Fox Run Management
Connecticut
$690K +$675K +2,240 New
BA
1854
Ballast Advisors
Minnesota
$688K -$1.51K -5 -0.2%
WW
1855
Waterfront Wealth
Kansas
$687K – – –
AI
1856
AXS Investments
New York
$687K +$241K +801 +56%
IWP
1857
Invenio Wealth Partners
Florida
$686K -$14.8K -49 -2%
PTP
1858
Platform Technology Partners
New York
$686K -$395K -1,313 -37%
PCA
1859
Prosperity Capital Advisors
Ohio
$685K +$322K +1,070 +93%
PP
1860
PFS Partners
New Jersey
$685K -$7.53K -25 -1%
NI
1861
NCP Inc
California
$682K -$28.3K -94 -4%
NAMP
1862
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$682K +$12K +40 +2%
SPWM
1863
Spartan Planning & Wealth Management
North Carolina
$682K +$61.7K +205 +10%
MIM
1864
Montgomery Investment Management
Maryland
$681K – – –
WP
1865
WealthShield Partners
North Carolina
$680K +$3.61K +12 +0.5%
HWMG
1866
Hurlow Wealth Management Group
Indiana
$680K – – –
SP
1867
Successful Portfolios
Florida
$680K +$22.9K +76 +4%
WCP
1868
Wealthcare Capital Partners
Pennsylvania
$678K +$39.7K +132 +6%
MHR
1869
Matthew Hamilton Rosenberg
$677K +$19K +63 +3%
PCA
1870
Purkiss Capital Advisors
Connecticut
$676K +$27.1K +90 +4%
CCA
1871
Corps Capital Advisors
Texas
$673K +$658K +2,185 New
GWANC
1872
Guardian Wealth Advisors (North Carolina)
North Carolina
$673K +$58.4K +194 +10%
IIC
1873
Integrated Investment Consultants
Michigan
$671K -$206K -685 -24%
WI
1874
WBI Investments
New Jersey
$670K +$656K +2,177 New
PAM
1875
PVG Asset Management
Colorado
$669K +$306K +1,016 +88%
73 74
75
76 77