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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2501
Fragasso Financial Advisors
Pennsylvania
$559K +$2.15K +7 +0.4%
CWP
2502
Core Wealth Partners
California
$558K -$531K -1,731 -48%
WFA
2503
WMG Financial Advisors
Tennessee
$556K -$112K -364 -17%
BI
2504
Berkeley Inc
Idaho
$555K +$20.8K +68 +4%
MCM
2505
Marathon Capital Management
Maryland
$552K -$30.7K -100 -5%
QCIG
2506
Quad-Cities Investment Group
Iowa
$551K -$97.5K -318 -15%
TF
2507
Trek Financial
Arizona
$551K +$40.8K +133 +8%
CP
2508
Coho Partners
Pennsylvania
$550K – – –
I
2509
InceptionR
California
$550K +$571K +1,864 New
RWRC
2510
R.W. Roge & Company
New York
$549K – – –
MHWM
2511
Montz Harcus Wealth Management
Louisiana
$548K +$16.9K +55 +3%
CBFP
2512
Cedar Brook Financial Partners
Ohio
$546K -$29.1K -95 -5%
WWP
2513
WR Wealth Planners
Missouri
$546K +$131K +428 +30%
GLLW
2514
Graves Light Lenhart Wealth
Virginia
$545K +$1.53K +5 +0.3%
SGC
2515
Slocum, Gordon & Co
Rhode Island
$545K – – –
AWA
2516
Alta Wealth Advisors
Massachusetts
$544K -$14.7K -48 -3%
JHCP
2517
Jackson Hole Capital Partners
Oklahoma
$544K +$138K +451 +32%
GWM
2518
Greenwich Wealth Management
Connecticut
$543K -$15.6K -51 -3%
SFC
2519
Strategic Financial Concepts
Texas
$543K +$564K +1,838 New
PCMC
2520
Paragon Capital Management (Colorado)
Colorado
$542K +$307 +1 +0.1%
KWS
2521
Keystone Wealth Services
California
$541K -$5.21K -17 -0.9%
ACA
2522
Affinity Capital Advisors
California
$541K -$8.28K -27 -1%
SRC
2523
Shufro Rose & Co
New York
$538K -$24.8K -81 -4%
ML
2524
McAdam LLC
Pennsylvania
$537K +$248K +808 +80%
RWMH
2525
Riverpoint Wealth Management Holdings
Illinois
$536K +$1.84K +6 +0.3%
99 100
101
102 103