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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2076
Valley Wealth Managers
New Jersey
$218K – – –
NFA
2077
Northern Financial Advisors
Michigan
$218K -$646K -19,719 -74%
TWM
2078
Tradition Wealth Management
Minnesota
$218K +$17.6K +536 +8%
WJA
2079
Willis Johnson & Associates
Texas
$218K +$230K +7,034 New
HPIA
2080
Hamilton Point Investment Advisors
North Carolina
$217K – – –
MSR
2081
Main Street Research
Connecticut
$217K – – –
AIM
2082
Alhambra Investment Management
Florida
$217K +$12.7K +389 +6%
CFCI
2083
Comprehensive Financial Consultants Institutional
Indiana
$216K -$5.41K -165 -2%
MSF
2084
Mustard Seed Financial
Arkansas
$216K – – –
AWM
2085
AllSquare Wealth Management
New York
$216K – – –
WTB
2086
Washington Trust Bank
Washington
$216K -$15.3K -468 -6%
IIM
2087
Ironwood Investment Management
Massachusetts
$215K – – –
HCMG
2088
Howard Capital Management Group
California
$215K – – –
HCA
2089
Heck Capital Advisors
Wisconsin
$215K -$295 -9 -0.1%
D
2090
Diversified
Delaware
$215K +$53.1K +1,621 +30%
ACM
2091
Advance Capital Management
Michigan
$214K -$110K -3,372 -33%
CFG
2092
Carr Financial Group
Massachusetts
$214K -$62.4K -1,903 -22%
BA
2093
Ballast Advisors
Minnesota
$214K +$226K +6,912 New
HC
2094
Hara Capital
Washington
$214K – – –
AMG
2095
Asset Management Group
Connecticut
$213K +$918 +28 +0.4%
GBT
2096
Grove Bank & Trust
Florida
$213K -$4.26K -130 -2%
PMG
2097
ProVise Management Group
Florida
$213K +$52.8K +1,612 +31%
CA
2098
Centerpoint Advisors
Massachusetts
$213K – – –
SWP
2099
Summit Wealth Partners
Florida
$213K – – –
MF
2100
Montis Financial
Massachusetts
$213K -$4.92K -150 -2%
82 83
84
85 86