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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
2151
Nicholson Wealth Management Group
South Carolina
$770K – – –
DAM
2152
Directional Asset Management
Illinois
$770K +$869 +11 +0.1%
NRG
2153
Nemes Rush Group
Michigan
$768K +$8.45K +107 +1%
RC
2154
Rahlfs Capital
Texas
$768K – – –
SFG
2155
SevenBridge Financial Group
Pennsylvania
$768K +$3.63K +46 +0.5%
FHWM
2156
Fox Hill Wealth Management
Massachusetts
$767K -$15.4K -195 -2%
UF
2157
Univest Financial
Pennsylvania
$767K -$7.98K -101 -1%
CA
2158
Cambridge Advisors
Nebraska
$767K +$2.92K +37 +0.4%
CA
2159
Cornerstone Advisory
Maryland
$765K +$56.2K +712 +8%
HCM
2160
Hutchinson Capital Management
California
$764K +$3.08K +39 +0.4%
WRPWM
2161
Werba Rubin Papier Wealth Management
California
$763K +$30.3K +384 +4%
SL
2162
Sentinus LLC
Illinois
$762K +$92.1K +1,166 +14%
WAM
2163
WNY Asset Management
New York
$761K -$6.95K -88 -0.9%
JFA
2164
JNBA Financial Advisors
Minnesota
$760K -$66.6K -843 -8%
HGWM
2165
Horst & Graben Wealth Management
Oregon
$759K -$2.76K -35 -0.4%
CS
2166
Capital Square
Tennessee
$759K +$35.5K +449 +5%
ACM
2167
Argent Capital Management
Missouri
$757K -$79K -1,000 -10%
CAM
2168
Councilmark Asset Management
Tennessee
$756K – – –
CA
2169
Calton & Associates
Florida
$756K -$122K -1,541 -14%
BFS
2170
BridgePort Financial Solutions
Iowa
$755K +$1.58K +20 +0.2%
SIA
2171
SGL Investment Advisors
Montana
$754K -$296K -3,746 -30%
AIA
2172
Arbor Investment Advisors
North Carolina
$754K +$285K +3,604 +64%
PMSA
2173
Patrick M. Sweeney & Associates
Illinois
$751K +$6.4K +81 +0.9%
CCFCSB
2174
Cape Cod Five Cents Savings Bank
Massachusetts
$750K +$728K +9,223 New
RWP
2175
Revolve Wealth Partners
New Jersey
$748K +$44.2K +560 +6%
85 86
87
88 89