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Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2976
Capital Advisors Wealth Management
Washington
$309K +$1.52K +5 +0.5%
CF
2977
Convergence Financial
Missouri
$309K +$7.31K +24 +3%
MWM
2978
Moran Wealth Management
Florida
$308K +$297K +974 New
NEWAS
2979
N.E.W. Advisory Services
Wisconsin
$307K +$21.6K +71 +8%
MWM
2980
Mascoma Wealth Management
New Hampshire
$306K -$158K -518 -35%
KPWG
2981
KFA Private Wealth Group
Virginia
$305K -$4.87K -16 -2%
SCM
2982
Seascape Capital Management
New Hampshire
$305K +$8.83K +29 +3%
HIM
2983
Hillsdale Investment Management
Ontario, Canada
$302K -$18.3K -60 -6%
GWWM
2984
Great Waters Wealth Management
Minnesota
$300K +$288K +946 New
PM
2985
Phraction Management
Connecticut
$300K – – –
ML
2986
Mayport LLC
Massachusetts
$298K +$5.79K +19 +2%
DJYG
2987
David J. Yvars Group
Florida
$298K +$45.7K +150 +19%
UWPG
2988
Ullmann Wealth Partners Group
Florida
$297K +$18.3K +60 +7%
SAM
2989
Silphium Asset Management
United Kingdom
$297K – – –
NA
2990
Nottingham Advisors
New York
$297K +$28.9K +95 +11%
SC
2991
Sonen Capital
California
$296K +$29.9K +98 +12%
FFG
2992
Fortem Financial Group
California
$296K – – –
W
2993
WealthOne
New York
$295K +$1.83K +6 +0.6%
AAP
2994
Arax Advisory Partners
Colorado
$295K -$30.8K -101 -10%
PCM
2995
Poehling Capital Management
Wisconsin
$294K +$1.22K +4 +0.4%
BMWM
2996
Brown Miller Wealth Management
Virginia
$293K -$57.6K -189 -17%
SHFP
2997
Second Half Financial Partners
Florida
$293K -$31.4K -103 -10%
IAM
2998
Innovis Asset Management
Illinois
$288K +$278K +913 New
AIM
2999
Axiom Investment Management
New York
$288K +$11.3K +37 +4%
ORC
3000
O'Rourke & Company
Massachusetts
$288K +$3.96K +13 +1%
118 119
120
121 122