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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2701
Triangle Securities Wealth Management
North Carolina
$530K -$20.2K -53 -4%
RPCA
2702
Running Point Capital Advisors
California
$530K -$18.7K -49 -4%
FCC
2703
Flower City Capital
New York
$528K +$484K +1,272 New
FAM
2704
Flaharty Asset Management
Florida
$527K -$129K -338 -21%
WCM
2705
WealthBridge Capital Management
Ohio
$527K -$31.2K -82 -6%
CWM
2706
Cordatus Wealth Management
Pennsylvania
$526K +$482K +1,267 New
CWMGP
2707
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$524K +$481K +1,263 New
SWM
2708
Selective Wealth Management
Virginia
$521K +$76.1K +200 +19%
GSEP
2709
Golden State Equity Partners
California
$520K -$436K -1,145 -48%
MAC
2710
Mason & Associates (California)
California
$520K +$477K +1,253 New
MS
2711
Maven Securities
Jersey
$519K -$425K -1,117 -47%
SIA
2712
Sage Investment Advisers
New York
$518K +$475K +1,247 New
WPC
2713
White Pine Capital
Minnesota
$517K – – –
HS
2714
Horan Securities
United States
$516K +$473K +1,243 New
FZCM
2715
Flynn Zito Capital Management
New York
$511K +$468K +1,229 New
VBFG
2716
Vishria Bird Financial Group
Tennessee
$510K -$93.3K -245 -17%
HR
2717
Hayden Royal
North Carolina
$510K -$47.2K -124 -9%
WCA
2718
Waypoint Capital Advisors
Minnesota
$510K +$467K +1,228 New
UCB
2719
United Community Bank
South Carolina
$510K +$467K +1,228 New
SFA
2720
Source Financial Advisors
New York
$509K -$37.7K -99 -7%
FNBSF
2721
First National Bank Sioux Falls
South Dakota
$509K – – –
HCMG
2722
Howard Capital Management Group
California
$509K +$54.1K +142 +13%
PO
2723
Private Ocean
California
$508K – – –
MIAS
2724
Mason Investment Advisory Services
Virginia
$508K +$31.6K +83 +7%
IIL
2725
Insight Inv LLC
California
$507K +$465K +1,221 New
107 108
109
110 111