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Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
2101
Golden State Equity Partners
California
$1.12M +$69.7K +126 +7%
AA
2102
Armis Advisers
Georgia
$1.11M +$222K +401 +25%
CFGW
2103
Chancellor Financial Group WB
Pennsylvania
$1.11M +$1.11K +2 +0.1%
HWM
2104
Howard Wealth Management
Connecticut
$1.11M – – –
WF
2105
Womack Financial
Texas
$1.11M +$13.8K +25 +1%
SAM
2106
Steinberg Asset Management
New York
$1.1M – – –
CPRC
2107
Consolidated Portfolio Review Corp
New York
$1.1M +$194K +350 +22%
SWP
2108
Strategic Wealth Partners
Ohio
$1.1M +$1.08M +1,959 New
SSC
2109
Syverson Strege & Co
Iowa
$1.1M +$822K +1,487 +319%
1CP
2110
17 Capital Partners
Arizona
$1.1M +$85.7K +155 +9%
NCM
2111
New Capital Management
Texas
$1.1M -$16K -29 -1%
NWAG
2112
Net Worth Advisory Group
Utah
$1.09M +$35.9K +65 +3%
JIC
2113
Joel Isaacson & Co
New York
$1.09M +$91.8K +166 +9%
RCA
2114
Runnymede Capital Advisors
Ohio
$1.09M -$3.32K -6 -0.3%
TCB
2115
Texas Capital Bancshares
Texas
$1.09M -$2.21K -4 -0.2%
HAM
2116
Hickory Asset Management
Ohio
$1.09M +$553 +1 +0.1%
LC
2117
LCNB Corp
Ohio
$1.09M -$116K -210 -10%
CPCM
2118
Cardinal Point Capital Management
Ontario, Canada
$1.08M +$1.07M +1,928 New
AWM
2119
Aries Wealth Management
Maine
$1.08M – – –
RFP
2120
Root Financial Partners
California
$1.08M +$385K +697 +57%
VBCG
2121
Valley Brook Capital Group
Pennsylvania
$1.07M +$32.1K +58 +3%
WF
2122
WinCap Financial
Massachusetts
$1.07M +$3.87K +7 +0.4%
DI
2123
DDFG Inc
California
$1.07M – – –
CCA
2124
Cottonwood Capital Advisors
Utah
$1.07M -$7.19K -13 -0.7%
WWM
2125
Whalen Wealth Management
Nevada
$1.07M +$1.05M +1,902 New
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85
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