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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1926
TCFG Wealth Management
California
$244K +$219K +1,293 New
AHC
1927
Adell Harriman & Carpenter
Texas
$244K – – –
MWM
1928
Moran Wealth Management
Florida
$243K +$219K +1,290 New
TCM
1929
TD Capital Management
Tennessee
$243K +$169 +1 +0.1%
EL
1930
EWA LLC
Pennsylvania
$241K +$229K +1,353 New
OKSA
1931
O'Keefe Stevens Advisory
New York
$241K +$216K +1,276 New
FA
1932
Fiduciary Alliance
South Carolina
$240K +$216K +1,275 New
GIA
1933
GHP Investment Advisors
Colorado
$240K +$18.3K +108 +9%
EFH
1934
Eaton Financial Holdings
Florida
$240K +$216K +1,274 New
VC
1935
Vicus Capital
Pennsylvania
$240K -$133K -785 -38%
SIC
1936
Shoker Investment Counsel
Ohio
$240K +$216K +1,272 New
XT
1937
XTX Topco
Cayman Islands
$240K -$443K -2,615 -67%
SWM
1938
Stockman Wealth Management
Montana
$240K +$847 +5 +0.4%
MWM
1939
Mittelman Wealth Management
Massachusetts
$239K -$270K -1,593 -56%
CPCM
1940
Cardinal Point Capital Management
Ontario, Canada
$238K +$214K +1,261 New
CFA
1941
CWS Financial Advisors
Michigan
$237K +$213K +1,258 New
MWM
1942
Mindset Wealth Management
Indiana
$237K +$213K +1,258 New
SAW
1943
Signal Advisors Wealth
Michigan
$237K +$213K +1,257 New
NFC
1944
Northeast Financial Consultants
Connecticut
$237K +$213K +1,255 New
EA
1945
Eclectic Associates
California
$236K +$212K +1,251 New
NFP
1946
Narus Financial Partners
Utah
$236K +$212K +1,251 New
ERIC
1947
Eagle Rock Investment Company
Georgia
$236K +$212K +1,250 New
NFG
1948
Nadler Financial Group
Illinois
$236K +$212K +1,249 New
FOA
1949
Five Oceans Advisors
California
$236K +$212K +1,249 New
ACP
1950
Aveo Capital Partners
Colorado
$235K +$211K +1,247 New
76 77
78
79 80