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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3101
Topsail Wealth Management
North Carolina
$312K -$11.2K -20 -4%
AB
3102
ANB Bank
Colorado
$312K -$1.12K -2 -0.4%
PFA
3103
Pathway Financial Advisers
Indiana
$312K +$4.47K +8 +1%
BHPW
3104
Box Hill Private Wealth
Arizona
$311K +$304K +544 New
IEFM
3105
IQ EQ Fund Management
Ireland
$311K – – –
MMCM
3106
Murphy & Mullick Capital Management
New York
$311K – – –
MHC
3107
Meyer Handelman Company
New York
$310K – – –
VAMG
3108
Voisard Asset Management Group
Michigan
$310K +$15.1K +27 +5%
RPCONE
3109
Retirement Planning Company of New England
Rhode Island
$309K -$207K -370 -41%
OPCM
3110
Osborne Partners Capital Management
California
$309K +$1.12K +2 +0.4%
HWMO
3111
Heritage Wealth Management (Ohio)
Ohio
$308K -$6.71K -12 -2%
VFP
3112
Vilga Financial Planning
New Jersey
$308K +$301K +539 New
RIS
3113
Richmond Investment Services
Wisconsin
$308K -$21.8K -39 -7%
WC
3114
Weil Company
California
$307K -$300K -537 -50%
CWA
3115
Cura Wealth Advisors
Illinois
$307K +$76.6K +137 +34%
GWM
3116
Greenline Wealth Management
Florida
$307K +$300K +537 New
CA
3117
Clune & Associates
Illinois
$306K -$1.68K -3 -0.6%
TF
3118
Tenzing Financial
Virginia
$305K +$299K +535 New
NC
3119
NewSquare Capital
Pennsylvania
$305K -$59.8K -107 -17%
BC
3120
Barrett & Company
Rhode Island
$305K +$5.59K +10 +2%
VDI
3121
Vaughan David Investments
Illinois
$305K – – –
B
3122
Bellecapital
Switzerland
$305K +$299K +534 New
GRR
3123
Golden Reserve Retirement
Ohio
$305K +$299K +534 New
NWMG
3124
National Wealth Management Group
Ohio
$304K -$140K -250 -32%
RGC
3125
Roberts, Glore & Co
Illinois
$304K +$53.7K +96 +22%
123 124
125
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