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Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
2051
Taylor Hoffman Wealth Management
Virginia
$517K +$19.7K +326 +4%
SWP
2052
Semus Wealth Partners
Florida
$515K -$51.8K -855 -9%
YC
2053
Yarbrough Capital
Tennessee
$515K – – –
PCP
2054
Proficio Capital Partners
Massachusetts
$514K -$3.03K -50 -0.6%
SIM
2055
SSI Investment Management
California
$513K -$94.4K -1,559 -16%
QC
2056
Quent Capital
New York
$513K +$27K +446 +6%
BCM
2057
Bienville Capital Management
New York
$512K – – –
GP
2058
Girard Partners
Pennsylvania
$511K +$71.1K +1,174 +17%
XSC
2059
X-Square Capital
Puerto Rico
$511K -$4.12K -68 -0.8%
SAM
2060
S.A. Mason
Michigan
$511K -$11.2K -185 -2%
WTB
2061
Washington Trust Bank
Washington
$509K +$16.5K +273 +3%
FMTC
2062
Farmers & Merchants Trust Company
California
$509K -$15.9K -262 -3%
DWP
2063
Destiny Wealth Partners
Florida
$508K -$7.51K -124 -1%
MCA
2064
Magnolia Capital Advisors
Mississippi
$508K +$5.93K +98 +1%
HA
2065
Herold Advisors
New York
$506K +$37.6K +621 +8%
RCA
2066
Ranch Capital Advisors
Florida
$505K -$30.3K -500 -6%
AA
2067
Addison Advisors
Vermont
$504K -$1.64K -27 -0.3%
PCI
2068
Planning Center Inc
Illinois
$503K +$1.03K +17 +0.2%
C
2069
Certuity
Florida
$501K +$128K +2,109 +35%
OMC
2070
Overbrook Management Corp
New York
$498K – – –
BWM
2071
BNC Wealth Management
Oregon
$497K +$485K +8,018 New
SPWG
2072
Sage Private Wealth Group
Illinois
$496K -$46.1K -761 -9%
ARC
2073
Advisor Resource Council
Texas
$495K +$30.4K +502 +7%
D
2074
Diversified
Delaware
$495K +$5.33K +88 +1%
RWS
2075
Resolute Wealth Strategies
Mississippi
$494K +$482K +7,969 New
81 82
83
84 85