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Name Holding Trade Value Shares
Change 		Change in
Stake
NF
2076
Norwood Financial
Pennsylvania
$418K +$394K +7,075 New
SWP
2077
Summit Wealth Partners
Florida
$417K +$16.8K +302 +4%
MHWM
2078
Montz Harcus Wealth Management
Louisiana
$416K +$391K +7,023 New
FAG
2079
Financial Advisory Group
Texas
$415K +$10K +180 +3%
KIG
2080
Kowal Investment Group
Wisconsin
$415K +$16.7K +300 +4%
FSA
2081
Fort Sheridan Advisors
Illinois
$415K +$23.4K +421 +6%
GAM
2082
Gould Asset Management
California
$415K +$390K +7,011 New
KLCM
2083
KG&L Capital Management
Louisiana
$414K +$148K +2,666 +62%
WPP
2084
Whalerock Point Partners
Rhode Island
$413K – – –
PWM
2085
Provident Wealth Management
Tennessee
$413K – – –
SAM
2086
SignalPoint Asset Management
Missouri
$413K – – –
ACP
2087
Aviance Capital Partners
Florida
$413K +$10.6K +191 +3%
GCM
2088
Gibraltar Capital Management
Oklahoma
$412K +$387K +6,952 New
RDWM
2089
Red Door Wealth Management
Tennessee
$411K +$7.29K +131 +2%
CCG
2090
Capital CS Group
California
$411K +$386K +6,936 New
BB
2091
Berkshire Bank
Massachusetts
$410K -$13.6K -245 -3%
FSCM
2092
Front Street Capital Management
Montana
$410K +$6.79K +122 +2%
PWAG
2093
Polaris Wealth Advisory Group
California
$410K +$23.6K +423 +7%
PI
2094
Pettee Investors
Connecticut
$409K – – –
BIAS
2095
Beacon Investment Advisory Services
New Jersey
$409K +$10.8K +194 +3%
TT
2096
TI-Trust
Illinois
$409K +$385K +6,908 New
CCM
2097
Canal Capital Management
Virginia
$408K -$18.2K -327 -5%
AC
2098
Apella Capital
Connecticut
$407K – – –
ANBT
2099
American National Bank & Trust
Texas
$406K -$6.57K -118 -2%
CGFA
2100
Colton Groome Financial Advisors
North Carolina
$406K +$5.85K +105 +2%
82 83
84
85 86