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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1301
Howland Capital Management
Massachusetts
$777K -$3.04K -6 -0.4%
CFMC
1302
Curbstone Financial Management Corp
New Hampshire
$775K +$45.6K +90 +6%
S
1303
SimplyRich
California
$774K – – –
LFG
1304
Larson Financial Group
Missouri
$770K -$187K -370 -20%
IF
1305
Intrua Financial
Texas
$764K -$291K -575 -28%
ACM
1306
Aster Capital Management
United Arab Emirates
$761K -$405K -800 -35%
UF
1307
Univest Financial
Pennsylvania
$760K +$6.58K +13 +0.9%
SL
1308
SFM LLC
New Hampshire
$759K -$88.6K -175 -11%
MSFS
1309
Main Street Financial Solutions
Pennsylvania
$758K +$281K +554 +61%
TNB
1310
Thomasville National Bank
Georgia
$756K +$738K +1,457 New
NHC
1311
Nicholas Hoffman & Company
Georgia
$755K – – –
AIM
1312
Advyzon Investment Management
Illinois
$754K +$45.6K +90 +7%
HH
1313
Hilltop Holdings
Texas
$749K +$315K +622 +76%
CH
1314
Cromwell Holdings
Wyoming
$749K +$73.4K +145 +11%
LWMM
1315
Legacy Wealth Management (Mississippi)
Mississippi
$746K +$6.58K +13 +0.9%
GWM
1316
GDS Wealth Management
Texas
$746K +$88.6K +175 +14%
PWM
1317
Prentice Wealth Management
New York
$744K -$29.9K -59 -4%
FFP
1318
FourThought Financial Partners
Florida
$742K -$7.09K -14 -1%
CWP
1319
Clark Wealth Partners
Illinois
$739K -$10.1K -20 -1%
WA
1320
Waddell & Associates
Tennessee
$738K +$96.2K +190 +15%
PW
1321
PUREfi Wealth
Massachusetts
$737K -$16.7K -33 -2%
SIC
1322
Salem Investment Counselors
North Carolina
$737K – – –
VCM
1323
Violich Capital Management
California
$734K – – –
CCC
1324
Chesapeake Capital Corp
Florida
$731K +$714K +1,409 New
TWA
1325
Tandem Wealth Advisors
Arizona
$730K +$36K +71 +5%
51 52
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