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Name Holding Trade Value Shares
Change 		Change in
Stake
HTWM
2701
Hartmann Taylor Wealth Management
Texas
$454K +$527 +1 +0.1%
HI
2702
Hudock Inc
Pennsylvania
$454K +$527 +1 +0.1%
BFC
2703
Bedel Financial Consulting
Indiana
$454K +$527 +1 +0.1%
CCMG
2704
Connecticut Capital Management Group
Connecticut
$453K -$9.48K -18 -2%
FWP
2705
Firethorn Wealth Partners
Georgia
$452K -$27.4K -52 -5%
IIM
2706
Illumine Investment Management
Washington
$451K – – –
SWGC
2707
Summit Wealth Group (Colorado)
Colorado
$449K +$246K +468 +109%
OWM
2708
Orgel Wealth Management
Wisconsin
$449K +$32.7K +62 +7%
HA
2709
Heffernan Advisory
Arizona
$447K – – –
LCGC
2710
Legacy Capital Group California
California
$446K -$145K -276 -24%
TAM
2711
Townsend Asset Management
North Carolina
$446K +$112K +212 +31%
MCM
2712
Morton Capital Management
California
$446K +$44.8K +85 +11%
AW
2713
Apricus Wealth
South Carolina
$445K -$21.1K -40 -4%
PFWA
2714
Paces Ferry Wealth Advisors
Georgia
$444K -$9.48K -18 -2%
HAIM
2715
Hunter Associates Investment Management
Pennsylvania
$444K -$1.58K -3 -0.3%
CWA
2716
Consilio Wealth Advisors
Washington
$444K -$25.8K -49 -5%
QC
2717
Quantessence Capital
New York
$444K +$468K +888 New
RIA
2718
Realta Investment Advisors
Delaware
$443K +$7.37K +14 +2%
SGFG
2719
Silver Grove Financial Group
New York
$443K +$467K +886 New
SFG
2720
SNS Financial Group
Minnesota
$441K +$124K +236 +36%
SIC
2721
Sigma Investment Counselors
Michigan
$440K -$13.2K -25 -3%
EAN
2722
Excelsior Advisor Network
Colorado
$440K +$72.7K +138 +19%
BMC
2723
Benin Management Corp
Connecticut
$439K – – –
WDC
2724
Woodward Diversified Capital
California
$438K -$2.11K -4 -0.5%
TTWM
2725
TCV Trust & Wealth Management
Virginia
$438K – – –
107 108
109
110 111