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Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
4651
Fairview Capital Investment Management
California
$328K -$85.5K -128 -20%
AC
4652
Applied Capital
Arkansas
$327K +$22.7K +34 +7%
BHWM
4653
Bay Harbor Wealth Management
Maryland
$327K +$21.4K +32 +7%
TWA
4654
Trace Wealth Advisors
California
$327K +$45.4K +68 +16%
OAJ
4655
Ogorek Anthony Joseph
New York
$325K -$51.4K -77 -14%
BAG
4656
Bauman Advisory Group
Nevada
$324K +$327K +490 New
HFO
4657
Heritage Family Offices
Arizona
$323K +$327K +490 New
WFL
4658
Wealth Forward LLC
North Dakota
$323K +$327K +490 New
PWM
4659
Provident Wealth Management
Tennessee
$322K – – –
HTWM
4660
Hartmann Taylor Wealth Management
Texas
$321K -$43.4K -65 -12%
FRA
4661
Front Row Advisors
California
$321K – – –
PFM
4662
Peak Financial Management
Massachusetts
$321K +$48.7K +73 +18%
BP
4663
BWM Planning
Texas
$320K +$73.5K +110 +29%
RF
4664
RHS Financial
California
$320K +$43.4K +65 +15%
HCP
4665
Hardin Capital Partners
South Carolina
$320K +$323K +484 New
SFP
4666
SwitchPoint Financial Planning
Utah
$319K +$20.7K +31 +7%
WAM
4667
Walker Asset Management
Missouri
$319K – – –
SWM
4668
Sherman Wealth Management
Maryland
$318K +$322K +482 New
CAM
4669
CPA Asset Management
Florida
$318K +$321K +481 New
1CP
4670
1015 Capital Partners
Pennsylvania
$318K +$321K +481 New
CFGSD
4671
Compass Financial Group (South Dakota)
South Dakota
$317K +$54.1K +81 +20%
HFF
4672
Halter Ferguson Financial
Indiana
$317K +$53.4K +80 +20%
PIMG
4673
Patriot Investment Management Group
Tennessee
$317K – – –
FS
4674
Financial Symmetry
North Carolina
$317K +$321K +480 New
SG
4675
Sherry Group
Arkansas
$316K +$317K +474 New
185 186
187
188 189