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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3301
WJ Wealth Management
Arizona
$4.56M +$246K +692 +6%
MCM
3302
Mendel Capital Management
Arkansas
$4.56M +$291K +817 +7%
NAS
3303
NWF Advisory Services
California
$4.56M +$811K +2,278 +23%
AWG
3304
Altus Wealth Group
Colorado
$4.55M +$187K +526 +5%
GAA
3305
Guardian Asset Advisors
Pennsylvania
$4.55M +$4.31M +12,107 New
SFB
3306
STAR Financial Bank
Indiana
$4.54M -$64.8K -182 -1%
FFM
3307
FengHe Fund Management
Singapore
$4.54M – – –
WC
3308
Wynn Capital
Georgia
$4.54M +$4.3M +12,069 New
CGA
3309
Channing Global Advisors
Florida
$4.53M +$54.8K +154 +1%
PCH
3310
PGIM Custom Harvest
New Jersey
$4.53M +$254K +713 +6%
FAM
3311
Forte Asset Management
New York
$4.52M – – –
FFG
3312
Fortem Financial Group
California
$4.52M +$815K +2,289 +24%
HGERS
3313
Householder Group Estate & Retirement Specialist
Arizona
$4.52M +$908K +2,552 +27%
WCM
3314
WealthBridge Capital Management
Ohio
$4.52M +$172K +484 +4%
CRCM
3315
Crystal Rock Capital Management
Illinois
$4.51M +$365K +1,025 +9%
LA
3316
Lifeworks Advisors
Michigan
$4.51M +$264K +742 +7%
TA
3317
Tectonic Advisors
Texas
$4.5M +$554K +1,556 +15%
EM
3318
ELCO Management
New York
$4.5M -$20.3K -57 -0.5%
LWMG
3319
Levy Wealth Management Group
Pennsylvania
$4.48M +$69K +194 +2%
AT
3320
Arvest Trust
Oklahoma
$4.48M +$323K +908 +8%
JJBC
3321
James J. Burns & Company
New York
$4.48M -$411K -1,156 -9%
FWM
3322
Forza Wealth Management
Florida
$4.48M -$1.51M -4,239 -26%
HTI
3323
Hikari Tsushin Inc
Japan
$4.47M – – –
SIS
3324
Sound Income Strategies
Florida
$4.47M +$393K +1,104 +10%
HNWAG
3325
High Net Worth Advisory Group
Florida
$4.46M -$99.3K -279 -2%
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133
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