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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2251
Vision Capital Management
Oregon
$332K -$2.17K -40 -0.6%
PAG
2252
Private Advisory Group
Washington
$332K – – –
WDL
2253
Well Done LLC
Michigan
$332K +$56.7K +1,045 +20%
DWP
2254
Destiny Wealth Partners
Florida
$331K -$11.8K -218 -3%
DAC
2255
Dividend Assets Capital
South Carolina
$329K -$38.2K -704 -10%
BCA
2256
Biltmore Capital Advisors
New Jersey
$329K +$26.7K +493 +9%
RZH
2257
Relyea Zuckerberg Hanson
Connecticut
$329K +$92.1K +1,699 +38%
RIS
2258
Retirement Income Solutions
Michigan
$328K -$26.8K -495 -7%
FWM
2259
Fairhaven Wealth Management
Illinois
$328K +$4.5K +83 +1%
FB
2260
First Bancorp
Maine
$328K +$333K +6,151 New
PC
2261
Port Capital
Illinois
$327K -$48.8K -900 -13%
FFS
2262
Founders Financial Securities
Maryland
$326K -$6.88K -127 -2%
SAM
2263
Synergy Asset Management
Washington
$326K +$332K +6,126 New
JWM
2264
Janiczek Wealth Management
Colorado
$325K +$54.4K +1,004 +20%
SCA
2265
St. Clair Advisors
Ohio
$325K -$11.1K -205 -3%
AL
2266
ADE LLC
Maryland
$324K – – –
KCM
2267
Kathmere Capital Management
Pennsylvania
$323K +$123K +2,263 +60%
DA
2268
DSC Advisors
Illinois
$322K +$20.5K +379 +7%
MCM
2269
MV Capital Management
Maryland
$321K +$19.2K +354 +6%
MGAM
2270
McGowan Group Asset Management
Texas
$321K +$109K +2,003 +50%
BONST
2271
Bank of Nova Scotia Trust
Ontario, Canada
$320K -$30.1K -555 -8%
ACM
2272
Alethea Capital Management
Washington
$320K – – –
AF
2273
Apexium Financial
Texas
$320K +$43.4K +800 +15%
AWS
2274
AJ Wealth Strategies
New York
$320K +$86.8K +1,601 +36%
WP
2275
WealthShield Partners
North Carolina
$318K -$104K -1,917 -24%
89 90
91
92 93