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Name Holding Trade Value Shares
Change 		Change in
Stake
SM
1926
Sweeney & Michel
California
$245K +$339 +2 +0.2%
TWM
1927
TCFG Wealth Management
California
$244K +$219K +1,293 New
AHC
1928
Adell Harriman & Carpenter
Texas
$244K – – –
MWM
1929
Moran Wealth Management
Florida
$243K +$219K +1,290 New
TCM
1930
TD Capital Management
Tennessee
$243K +$169 +1 +0.1%
EL
1931
EWA LLC
Pennsylvania
$241K +$229K +1,353 New
OKSA
1932
O'Keefe Stevens Advisory
New York
$241K +$216K +1,276 New
FA
1933
Fiduciary Alliance
South Carolina
$240K +$216K +1,275 New
GIA
1934
GHP Investment Advisors
Colorado
$240K +$18.3K +108 +9%
EFH
1935
Eaton Financial Holdings
Florida
$240K +$216K +1,274 New
VC
1936
Vicus Capital
Pennsylvania
$240K -$133K -785 -38%
SIC
1937
Shoker Investment Counsel
Ohio
$240K +$216K +1,272 New
XT
1938
XTX Topco
Cayman Islands
$240K -$443K -2,615 -67%
SWM
1939
Stockman Wealth Management
Montana
$240K +$847 +5 +0.4%
MWM
1940
Mittelman Wealth Management
Massachusetts
$239K -$270K -1,593 -56%
CPCM
1941
Cardinal Point Capital Management
Ontario, Canada
$238K +$214K +1,261 New
CFA
1942
CWS Financial Advisors
Michigan
$237K +$213K +1,258 New
MWM
1943
Mindset Wealth Management
Indiana
$237K +$213K +1,258 New
SAW
1944
Signal Advisors Wealth
Michigan
$237K +$213K +1,257 New
NFC
1945
Northeast Financial Consultants
Connecticut
$237K +$213K +1,255 New
EA
1946
Eclectic Associates
California
$236K +$212K +1,251 New
NFP
1947
Narus Financial Partners
Utah
$236K +$212K +1,251 New
ERIC
1948
Eagle Rock Investment Company
Georgia
$236K +$212K +1,250 New
NFG
1949
Nadler Financial Group
Illinois
$236K +$212K +1,249 New
FOA
1950
Five Oceans Advisors
California
$236K +$212K +1,249 New
76 77
78
79 80