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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2101
Armis Advisers
Georgia
$1.11M +$222K +401 +25%
CFGW
2102
Chancellor Financial Group WB
Pennsylvania
$1.11M +$1.11K +2 +0.1%
HWM
2103
Howard Wealth Management
Connecticut
$1.11M – – –
WF
2104
Womack Financial
Texas
$1.11M +$13.8K +25 +1%
SAM
2105
Steinberg Asset Management
New York
$1.1M – – –
CPRC
2106
Consolidated Portfolio Review Corp
New York
$1.1M +$194K +350 +22%
SWP
2107
Strategic Wealth Partners
Ohio
$1.1M +$1.08M +1,959 New
SSC
2108
Syverson Strege & Co
Iowa
$1.1M +$822K +1,487 +319%
1CP
2109
17 Capital Partners
Arizona
$1.1M +$85.7K +155 +9%
NCM
2110
New Capital Management
Texas
$1.1M -$16K -29 -1%
NWAG
2111
Net Worth Advisory Group
Utah
$1.09M +$35.9K +65 +3%
JIC
2112
Joel Isaacson & Co
New York
$1.09M +$91.8K +166 +9%
RCA
2113
Runnymede Capital Advisors
Ohio
$1.09M -$3.32K -6 -0.3%
TCB
2114
Texas Capital Bancshares
Texas
$1.09M -$2.21K -4 -0.2%
HAM
2115
Hickory Asset Management
Ohio
$1.09M +$553 +1 +0.1%
LC
2116
LCNB Corp
Ohio
$1.09M -$116K -210 -10%
CPCM
2117
Cardinal Point Capital Management
Ontario, Canada
$1.08M +$1.07M +1,928 New
AWM
2118
Aries Wealth Management
Maine
$1.08M – – –
RFP
2119
Root Financial Partners
California
$1.08M +$385K +697 +57%
VBCG
2120
Valley Brook Capital Group
Pennsylvania
$1.07M +$32.1K +58 +3%
WF
2121
WinCap Financial
Massachusetts
$1.07M +$3.87K +7 +0.4%
DI
2122
DDFG Inc
California
$1.07M – – –
CCA
2123
Cottonwood Capital Advisors
Utah
$1.07M -$7.19K -13 -0.7%
WWM
2124
Whalen Wealth Management
Nevada
$1.07M +$1.05M +1,902 New
JWWM
2125
Johnson & White Wealth Management
Pennsylvania
$1.07M -$6.64K -12 -0.6%
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