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Name Holding Trade Value Shares
Change 		Change in
Stake
WGCA
2826
Wolf Group Capital Advisors
Virginia
$957K +$922K +1,897 New
HGA
2827
Hobbs Group Advisors
South Carolina
$955K +$921K +1,894 New
MCM
2828
McRae Capital Management
New Jersey
$954K – – –
FC
2829
Fusion Capital
South Carolina
$953K -$16K -33 -2%
HWM
2830
Howard Wealth Management
Connecticut
$952K – – –
ZIMP
2831
Zimmermann Investment Management & Planning
Pennsylvania
$952K +$439K +903 +92%
SIAG
2832
Safeguard Investment Advisory Group
California
$951K +$84.6K +174 +10%
M1FG
2833
Mach-1 Financial Group
Arkansas
$950K -$11.7K -24 -1%
MCM
2834
Morton Capital Management
California
$947K -$27.7K -57 -3%
MCM
2835
Mainstay Capital Management
Michigan
$946K +$107K +220 +13%
PCH
2836
PGIM Custom Harvest
New Jersey
$945K +$147K +302 +19%
IA
2837
IAM Advisory
Pennsylvania
$945K -$9.72K -20 -1%
SIG
2838
Sargent Investment Group
Maryland
$945K +$55.4K +114 +6%
FFG
2839
Fiduciary Financial Group
California
$944K +$937K +1,928 New
PA
2840
PFW Advisors
Georgia
$944K -$120K -247 -12%
MWP
2841
Meredith Wealth Planning
Illinois
$940K +$233K +479 +35%
PWM
2842
Proathlete Wealth Management
Florida
$939K -$972 -2 -0.1%
TFIPS
2843
Towarzystwo Funduszy Inwestycyjnych PZU SA
$938K +$119K +245 +15%
BCP
2844
Berkeley Capital Partners
Georgia
$937K +$94.8K +195 +12%
SFCL
2845
Strengthening Families & Communities LLC
Massachusetts
$931K +$308K +634 +52%
CC
2846
Courier Capital
New York
$929K – – –
GIM
2847
Grassi Investment Management
California
$928K +$24.3K +50 +3%
EFL
2848
ERn Financial LLC
Wisconsin
$927K +$90.9K +187 +11%
FNC
2849
First National Corp
Massachusetts
$927K -$198K -407 -18%
WMP
2850
Wealth Management Partners
Arizona
$925K +$544K +1,119 +157%
112 113
114
115 116