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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3451
Trust Company
Kansas
$337K -$25.3K -62 -7%
OWMIAS
3452
One Wealth Management Investment & Advisory Services
Florida
$337K +$37.6K +92 +12%
AIA
3453
Armor Investment Advisors
North Carolina
$336K +$47.8K +117 +16%
LCGC
3454
Legacy Capital Group California
California
$335K -$136K -334 -28%
TPW
3455
Tiller Private Wealth
Pennsylvania
$335K – – –
PAG
3456
Paladin Advisory Group
Iowa
$335K – – –
NCM
3457
Northwest Capital Management
Oregon
$334K -$53.1K -130 -13%
FPW
3458
Flywheel Private Wealth
California
$334K +$351K +859 New
EHAM
3459
Eagle Harbor Asset Management
Washington
$334K – – –
LRWA
3460
Long Run Wealth Advisors
New York
$333K -$24.9K -61 -7%
BDL
3461
Bey-Douglas LLC
Georgia
$333K – – –
CWM
3462
C2C Wealth Management
Arizona
$333K – – –
WCP
3463
Welch Capital Partners
New York
$332K – – –
WG
3464
Watchman Group
Texas
$332K -$6.13K -15 -2%
JPLA
3465
Joseph P. Lucia & Associates
New York
$332K +$79.3K +194 +29%
FI
3466
Financial Insights
Washington
$331K -$414K -1,014 -54%
SF
3467
Safeguard Financial
Wisconsin
$331K -$101K -248 -23%
CFSG
3468
Clark Financial Services Group
Missouri
$331K +$11K +27 +3%
JFG
3469
JMG Financial Group
Illinois
$331K – – –
SFG
3470
Sterling Financial Group
California
$330K – – –
NEWAS
3471
N.E.W. Advisory Services
Wisconsin
$329K +$1.63K +4 +0.5%
WC
3472
Wynn Capital
Georgia
$329K +$35.5K +87 +11%
KMC
3473
Kirr Marbach & Co
Indiana
$328K – – –
RVM
3474
Robinson Value Management
Texas
$328K – – –
DF
3475
Dunhill Financial
United Kingdom
$328K +$96K +235 +39%
137 138
139
140 141