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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2476
Coordinated Financial Services
Colorado
$1M +$1.05M +2,572 New
RK
2477
Rather & Kittrell
Tennessee
$998K +$4.49K +11 +0.4%
MIM
2478
Merrion Investment Management
New Jersey
$998K – – –
VWA
2479
VSM Wealth Advisory
Maryland
$996K +$1.05M +2,560 New
TIM
2480
Tevis Investment Management
Texas
$995K -$184K -450 -15%
HWA
2481
Heartwood Wealth Advisors
Virginia
$995K +$8.17K +20 +0.8%
WDL
2482
Well Done LLC
Michigan
$993K – – –
EA
2483
Everpar Advisors
Oklahoma
$992K +$45.3K +111 +5%
CCP
2484
Clough Capital Partners
Massachusetts
$991K – – –
HCP
2485
Hexagon Capital Partners
Arkansas
$990K +$2.04K +5 +0.2%
SHFA
2486
SC&H Financial Advisors
Maryland
$990K -$49K -120 -5%
TIA
2487
Tandem Investment Advisors
South Carolina
$990K -$7.76K -19 -0.7%
RLH
2488
RD Lewis Holdings
Florida
$988K +$991K +2,425 New
DWMS
2489
Dominguez Wealth Management Solutions
Virginia
$988K +$6.95K +17 +0.7%
BWM
2490
Bullock Wealth Management
Indiana
$986K +$119K +291 +13%
HCM
2491
Highview Capital Management
Illinois
$986K +$69K +169 +7%
TFA
2492
Trinity Financial Advisors
Ohio
$985K – – –
WE
2493
Wealth Effects
Massachusetts
$984K +$31.9K +78 +3%
LAS
2494
Lloyd Advisory Services
Georgia
$984K +$1.23K +3 +0.1%
FAM
2495
Flaharty Asset Management
Florida
$983K +$103K +251 +11%
AP
2496
Adero Partners
California
$982K +$83.8K +205 +9%
STA
2497
Smith Thornton Advisors
Alabama
$982K +$130K +317 +14%
CIM
2498
CIM Investment Management
Pennsylvania
$979K -$409 -1 -0%
DWM
2499
DecisionMap Wealth Management
Virginia
$978K +$1.03M +2,514 New
KWS
2500
Keystone Wealth Services
California
$978K -$29.4K -72 -3%
98 99
100
101 102