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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2801
Compass Ion Advisors
Pennsylvania
$655K +$2.17K +6 +0.3%
FOA
2802
Five Oceans Advisors
California
$654K +$5.43K +15 +0.8%
VC
2803
Vicus Capital
Pennsylvania
$654K -$72.4K -200 -10%
HIG
2804
Heritage Investment Group
Florida
$654K – – –
BBPWM
2805
Blue Bell Private Wealth Management
Pennsylvania
$653K +$53.9K +149 +9%
ASBI
2806
American State Bank (Iowa)
Iowa
$653K +$16.3K +45 +3%
TI
2807
Truepoint Inc
Ohio
$653K -$18.1K -50 -3%
MHWM
2808
Montz Harcus Wealth Management
Louisiana
$652K -$60.4K -167 -9%
MCC
2809
Malaga Cove Capital
California
$652K +$23.5K +65 +4%
MSWA
2810
Marshall & Sterling Wealth Advisors
New York
$652K -$2.9K -8 -0.4%
FFG
2811
Fortem Financial Group
California
$652K +$45.2K +125 +8%
NA
2812
Nordwand Advisors
Pennsylvania
$651K +$643K +1,776 New
SWIM
2813
Smallwood Wealth Investment Management
New Jersey
$651K – – –
FP
2814
Financial Perspectives
Minnesota
$651K +$362 +1 +0.1%
SIG
2815
Spinnaker Investment Group
California
$651K -$29.3K -81 -4%
1C
2816
111 Capital
France
$650K +$53.2K +147 +9%
MKW
2817
Mullaney, Keating & Wright
Connecticut
$650K – – –
RF
2818
Roxbury Financial
New Jersey
$650K +$3.26K +9 +0.5%
BSHC
2819
Breed's Hill Capital
Massachusetts
$649K +$72.4K +200 +13%
CWM
2820
Centurion Wealth Management
Virginia
$649K +$84K +232 +15%
PR
2821
Payden & Rygel
California
$649K -$11.2M -31,000 -95%
OCG
2822
Opus Capital Group
Ohio
$649K – – –
LW
2823
Libra Wealth
California
$649K +$26.4K +73 +4%
SWP
2824
Summit Wealth Partners
Florida
$647K – – –
AC
2825
Asio Capital
Kentucky
$647K -$5.43K -15 -0.8%
111 112
113
114 115