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Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
2401
Joseph Group Capital Management
Ohio
$43.4K +$24.8K +542 +123%
GWSA
2402
Global Wealth Strategies & Associates
Colorado
$42.9K -$9.17K -200 -17%
WAS
2403
Winch Advisory Services
Wisconsin
$42.6K – – –
HC
2404
Hurley Capital
New York
$42.6K +$46 +1 +0.1%
HWP
2405
Highline Wealth Partners
California
$42.1K +$20.1K +438 +85%
SWIM
2406
Smallwood Wealth Investment Management
New Jersey
$42.1K -$138 -3 -0.3%
MO
2407
McMillan Office
Michigan
$41.9K – – –
KA
2408
Kozak & Associates
Colorado
$41.7K – – –
ORAM
2409
One River Asset Management
Connecticut
$41.4K +$41.9K +915 +3,813%
RWS
2410
Retirement Wealth Solutions
Wisconsin
$40.9K +$4.67K +102 +12%
RCM
2411
Raleigh Capital Management
North Carolina
$40.8K +$5.82K +127 +16%
MDA
2412
Minot DeBlois Advisors
Massachusetts
$40.4K -$130K -2,832 -76%
PCFFS
2413
Pacific Center for Financial Services
California
$40.3K – – –
WG
2414
Wellington Group
Indiana
$40K +$6.97K +152 +20%
SIM
2415
Synergy Investment Management
Florida
$39.8K +$41.3K +902 New
VFM
2416
Vision Financial Markets
Connecticut
$39.7K – – –
IWS
2417
Intentional Wealth Strategies
Colorado
$39.3K +$40.8K +890 New
OCM
2418
Orion Capital Management
California
$39K +$138 +3 +0.3%
M
2419
MOTCO
Texas
$38.3K -$458 -10 -1%
HWM
2420
HighMark Wealth Management
Minnesota
$37.1K -$2.06K -45 -5%
SRCM
2421
Signature Resources Capital Management
California
$36.7K +$6.74K +147 +21%
CT
2422
Coastline Trust
Rhode Island
$36.4K +$32.1K +700 +560%
3FI
2423
3 Factor Indexing
California
$35.8K +$37.2K +812 New
FUBT
2424
First United Bank & Trust
Maryland
$35.3K – – –
KB
2425
Kimelman & Baird
New York
$35.3K – – –
95 96
97
98 99