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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3051
Kiker Wealth Management
Georgia
$535K +$563K +1,377 New
WWM
3052
Whalen Wealth Management
Nevada
$535K +$158K +387 +39%
PCM
3053
Payne Capital Management
New York
$534K +$561K +1,373 New
WCM
3054
WealthBridge Capital Management
Ohio
$534K -$39.6K -97 -7%
CAC
3055
Core Alternative Capital
Georgia
$534K -$45.8K -112 -8%
IFU
3056
iSAM Funds (UK)
United Kingdom
$533K +$560K +1,370 New
GJWM
3057
Gilliland Jeter Wealth Management
Arkansas
$532K +$1.63K +4 +0.3%
DA
3058
Drake & Associates
Wisconsin
$532K +$20.8K +51 +4%
TCM
3059
Tufton Capital Management
Maryland
$531K -$40.9K -100 -7%
EBSAM
3060
Eubel Brady & Suttman Asset Management
Ohio
$530K – – –
BAS
3061
Breakthru Advisory Services
Wisconsin
$529K +$556K +1,361 New
4A
3062
4Wealth Advisors
Illinois
$529K +$556K +1,361 New
NWM
3063
Nova Wealth Management
Florida
$527K +$554K +1,355 New
SDJVC
3064
St. Denis J. Villere & Co
Louisiana
$527K – – –
LAS
3065
LWM Advisory Services
Florida
$526K -$91.9K -225 -14%
SFS
3066
Strategic Financial Services
New York
$526K -$20.4K -50 -4%
JHCP
3067
Jackson Hole Capital Partners
Oklahoma
$525K -$8.99K -22 -2%
AF
3068
AtlasMark Financial
Texas
$525K – – –
CCM
3069
Compass Capital Management
Minnesota
$525K – – –
VCM
3070
Violich Capital Management
California
$525K – – –
KWM
3071
Kaydan Wealth Management
Michigan
$525K -$2.86K -7 -0.5%
BF
3072
Brogan Financial
Tennessee
$524K -$467K -1,142 -46%
MSR
3073
Main Street Research
Connecticut
$523K +$113K +276 +26%
SFS
3074
Symphony Financial Services
Ohio
$523K -$299K -732 -35%
OAS
3075
Optivise Advisory Services
Tennessee
$523K +$40K +98 +8%
121 122
123
124 125