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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1676
Stronghold Wealth Management
Florida
$363K +$13.7K +27 +4%
SAM
1677
Sagewood Asset Management
New York
$363K +$355K +700 New
GG
1678
Greenwood Gearhart
Arkansas
$362K +$26.3K +52 +8%
SFC
1679
SYM Financial Corp
Indiana
$362K -$309K -610 -47%
RYIA
1680
Roehl & Yi Investment Advisors
Oregon
$361K -$1.01K -2 -0%
ELM
1681
Elite Life Management
Florida
$361K -$5.07K -10 -1%
TA
1682
TrueWealth Advisors
Alabama
$361K -$12.2K -24 -3%
1WA
1683
180 Wealth Advisors
Washington
$360K -$23.3K -46 -6%
VC
1684
Veracity Capital
Georgia
$360K +$11.6K +23 +3%
FWP
1685
FAS Wealth Partners
Kansas
$360K – – –
GJWM
1686
Gilliland Jeter Wealth Management
Arkansas
$360K – – –
PMAM
1687
Picton Mahoney Asset Management
Ontario, Canada
$358K -$440K -868 -56%
DFG
1688
Dynamic Financial Group
Iowa
$357K – – –
EFG
1689
Embree Financial Group
Illinois
$357K +$12.2K +24 +4%
MSCM
1690
McElhenny Sheffield Capital Management
Texas
$357K +$348K +687 New
LAM
1691
Lifestyle Asset Management
Texas
$355K +$11.1K +22 +3%
KSB
1692
Kennebec Savings Bank
Maine
$355K +$203K +400 +140%
FMTC
1693
Farmers & Merchants Trust Company
California
$355K +$82.6K +163 +31%
PWP
1694
Ponta Wealth Partners
Florida
$353K +$139K +275 +68%
OMC
1695
Overbrook Management Corp
New York
$353K +$344K +680 New
EFA
1696
Evernest Financial Advisors
Indiana
$351K +$19.8K +39 +6%
RFN
1697
RDA Financial Network
Iowa
$350K -$3.54K -7 -1%
VFA
1698
Voya Financial Advisors
Connecticut
$350K +$46.6K +92 +16%
CT
1699
Colonial Trust
South Carolina
$350K -$30.9K -61 -8%
CWMP
1700
Clarion Wealth Managment Partners
Virginia
$349K – – –
66 67
68
69 70