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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
2151
Zullo Investment Group
Pennsylvania
$716K -$160K -1,584 -24%
MWM
2152
Mattern Wealth Management
Kansas
$715K – – –
HCWM
2153
Hidden Cove Wealth Management
Washington
$714K +$517K +5,112 New
AMG
2154
Asset Management Group
Connecticut
$714K – – –
QPBE
2155
Quintet Private Bank (Europe)
Luxembourg
$712K – – –
F4L
2156
Fortune 45 LLC
Louisiana
$712K +$516K +5,098 New
AWF
2157
Alpha Wealth Funds
Utah
$710K +$516K +5,100 New
FCG
2158
Fielder Capital Group
Tennessee
$709K -$176K -1,745 -26%
AWM
2159
Able Wealth Management
New Jersey
$709K +$513K +5,074 New
PA
2160
Planning Alternatives
Michigan
$707K +$20.8K +206 +4%
S
2161
Storgate
Texas
$706K +$511K +5,057 New
HSWM
2162
Hubbell Strickland Wealth Management
Louisiana
$706K -$129K -1,275 -20%
MCM
2163
MV Capital Management
Maryland
$703K +$73.2K +724 +17%
MWM
2164
Madrid Wealth Management
New Mexico
$703K -$36.1K -357 -7%
SIA
2165
Strategic Investment Advisors
Michigan
$702K +$11.7K +116 +2%
BSB
2166
Bangor Savings Bank
Maine
$701K -$53.1K -525 -9%
LRIC
2167
Long Road Investment Counsel
Michigan
$700K – – –
HCM
2168
Hall Capital Management
Rhode Island
$698K -$3.34K -33 -0.7%
BIA
2169
BHK Investment Advisors
Alabama
$698K – – –
TIM
2170
Tevis Investment Management
Texas
$698K – – –
SIA
2171
SGL Investment Advisors
Montana
$698K -$216K -2,133 -23%
SC
2172
Sierra Capital
Florida
$697K +$20.4K +202 +4%
BFG
2173
Bouchey Financial Group
New York
$697K +$123K +1,214 +32%
WAG
2174
Wilkerson Advisory Group
Missouri
$697K +$140K +1,381 +38%
FSA
2175
Franklin Street Advisors
North Carolina
$696K -$16.2K -160 -3%
85 86
87
88 89