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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2151
Tradition Wealth Management
Minnesota
$399K +$4.61K +14 +1%
PWP
2152
Phillips Wealth Planners
Mississippi
$397K +$353K +1,071 New
ACP
2153
Arcus Capital Partners
Georgia
$397K – – –
CPM
2154
Connective Portfolio Management
New York
$395K – – –
CCM
2155
Consolidated Capital Management
California
$394K +$56.9K +173 +18%
LF
2156
Lantz Financial
Illinois
$394K -$37.5K -114 -9%
GFS
2157
GYL Financial Synergies
Connecticut
$391K +$61.6K +187 +20%
AFG
2158
Albion Financial Group
Utah
$391K -$16.8K -51 -4%
NWM
2159
NEIRG Wealth Management
Massachusetts
$391K +$329 +1 +0.1%
SEC
2160
Seven Eight Capital
New York
$391K -$7.71M -23,419 -95%
CCA
2161
Conestoga Capital Advisors
Pennsylvania
$389K -$31.3K -95 -8%
CAM
2162
Claret Asset Management
Quebec, Canada
$389K +$2.3K +7 +0.6%
CA
2163
Crewe Advisors
Utah
$387K -$91.5K -278 -20%
CCM
2164
Crew Capital Management
Ohio
$387K – – –
CIM
2165
Contravisory Investment Management
Massachusetts
$387K +$50K +152 +16%
KF
2166
Krilogy Financial
Missouri
$386K +$70.4K +214 +24%
BBW
2167
Blue Barn Wealth
Utah
$385K -$82.6K -251 -18%
BWM
2168
BCS Wealth Management
Tennessee
$383K – – –
XSC
2169
X-Square Capital
Puerto Rico
$383K +$20.1K +61 +6%
WCM
2170
Wallace Capital Management
Texas
$383K -$24.7K -75 -6%
PA
2171
Prism Advisors
California
$383K – – –
RFG
2172
Range Financial Group
Oregon
$382K -$4.28K -13 -1%
VF
2173
Vest Financial
Virginia
$381K +$361K +1,097 New
MW
2174
MBL Wealth
North Carolina
$381K +$32.6K +99 +10%
VCP
2175
Verus Capital Partners
Arizona
$380K -$36.5K -111 -9%
85 86
87
88 89