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Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
2101
Asset Management Group
Connecticut
$227K +$848 +27 +0.4%
CAM
2102
CPA Asset Management
Florida
$227K -$8.16K -260 -4%
CWM
2103
Concentrum Wealth Management
California
$227K +$283 +9 +0.1%
HCMG
2104
Howard Capital Management Group
California
$226K -$31 -1 -0%
TW
2105
Towerpoint Wealth
California
$225K -$14.3K -457 -6%
BAM
2106
Bosun Asset Management
Illinois
$224K +$6.12K +195 +3%
AIM
2107
Alhambra Investment Management
Florida
$224K -$37.8K -1,204 -15%
AA
2108
Altrafin AG
$224K +$210K +6,696 New
CCT
2109
Capital City Trust
Florida
$223K +$8.6K +274 +4%
WFA
2110
WestHill Financial Advisors
California
$222K +$31 +1 +0%
SFS
2111
Security Financial Services
Indiana
$222K +$209K +6,643 New
CAM
2112
Close Asset Management
United Kingdom
$222K -$99.9K -3,183 -32%
WG
2113
Watchman Group
Texas
$221K +$7.13K +227 +4%
HIG
2114
Heritage Investment Group
Florida
$221K – – –
EFG
2115
Ethos Financial Group
Pennsylvania
$221K – – –
MF
2116
Meridian Financial
Massachusetts
$221K +$785 +25 +0.4%
WC
2117
Weil Company
California
$220K +$722 +23 +0.4%
MCM
2118
Mill Capital Management
North Carolina
$220K -$93.9K -2,991 -31%
OMIC
2119
Old Mission Investment Co
Michigan
$220K -$4.49K -143 -2%
RW
2120
Rede Wealth
Virginia
$220K -$3.89K -124 -2%
KCPG
2121
Kavar Capital Partners Group
Kansas
$219K -$7.85K -250 -4%
UCB
2122
United Community Bank
South Carolina
$218K -$1.02M -32,368 -83%
HPM
2123
Hoxton Planning & Management
West Virginia
$218K -$37.5K -1,195 -15%
PWM
2124
Paulson Wealth Management
Illinois
$218K +$204K +6,511 New
ANB
2125
Amarillo National Bank
Texas
$218K – – –
83 84
85
86 87