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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2676
Winthrop Advisory Group
Massachusetts
$328K -$2K -30 -0.7%
HCP
2677
Holt Capital Partners
Texas
$328K – – –
CPCP
2678
Cedar Point Capital Partners
Iowa
$328K +$200 +3 +0.1%
HIM
2679
Hanlon Investment Management
New Jersey
$327K -$34K -509 -10%
KW
2680
Keyvantage Wealth
Pennsylvania
$326K +$54.4K +815 +22%
WTFG
2681
Wood Tarver Financial Group
Idaho
$326K -$13.4K -200 -4%
NCM
2682
NCM Capital Management
New Jersey
$326K – – –
ZIG
2683
Zuckerman Investment Group
Illinois
$325K -$6.34K -95 -2%
TWPM
2684
Total Wealth Planning & Management
Florida
$324K -$394K -5,900 -57%
FCM
2685
Family Capital Management
Michigan
$324K +$23.4K +351 +8%
SC
2686
Sepio Capital
Utah
$323K +$467 +7 +0.2%
TPWA
2687
TRUE Private Wealth Advisors
Oregon
$323K -$854K -12,793 -74%
TSWM
2688
Triangle Securities Wealth Management
North Carolina
$322K -$6.54K -98 -2%
DWA
2689
Delos Wealth Advisors
Texas
$322K – – –
GJIA
2690
Glass Jacobson Investment Advisors
Maryland
$322K – – –
SWP
2691
Significant Wealth Partners
Illinois
$321K +$47.9K +717 +19%
BWM
2692
BCGM Wealth Management
Indiana
$321K – – –
PSFG
2693
Park Square Financial Group
Georgia
$318K +$8.01K +120 +3%
MIFH
2694
Migdal Insurance & Financial Holdings
Israel
$317K -$1.07K -16 -0.4%
BMD
2695
Better Money Decisions
New Mexico
$317K -$52.8K -790 -15%
BWM
2696
BlackDiamond Wealth Management
New York
$317K +$3.27K +49 +1%
BSSFA
2697
Baron Silver Stevens Financial Advisors
Florida
$316K +$13.9K +208 +5%
HVIA
2698
Hudson Valley Investment Advisors
New York
$316K – – –
RWM
2699
Reston Wealth Management
Virginia
$315K +$26K +390 +10%
CVM
2700
Cheviot Value Management
California
$315K +$20.4K +305 +7%
106 107
108
109 110