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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
4151
Ascension Capital Advisors
Texas
$516K +$12.9K +49 +2%
HCM
4152
Horrell Capital Management
Arkansas
$515K – – –
HPWM
4153
High Pines Wealth Management
Massachusetts
$514K +$207K +785 +55%
PC
4154
Prairiewood Capital
North Dakota
$511K -$264 -1 -0%
SMG
4155
Smart Money Group
Texas
$511K +$27.5K +104 +5%
FA
4156
Fortis Advisors
Pennsylvania
$510K -$37.5K -142 -6%
CM
4157
Columbus Macro
Pennsylvania
$509K -$8.71K -33 -1%
JFG
4158
JMG Financial Group
Illinois
$508K +$52.8K +200 +10%
SAM
4159
Stone Asset Management
Texas
$508K +$177K +670 +44%
BRA
4160
Biechele Royce Advisors
Indiana
$506K +$62.1K +235 +12%
WC
4161
Weil Company
California
$506K +$285K +1,078 +99%
PBT
4162
Pictet Bank & Trust
Bahamas
$503K -$956K -3,621 -63%
CWA
4163
Centennial Wealth Advisory
Michigan
$501K +$209K +791 +58%
CCM
4164
Carmel Capital Management
California
$499K – – –
MFG
4165
Monumental Financial Group
Maryland
$498K +$125K +473 +28%
PFM
4166
Phillips Financial Management
Indiana
$498K +$565K +2,140 New
RJTCONH
4167
Raymond James Trust Company of New Hampshire
New Hampshire
$497K +$30.4K +115 +6%
NWMG
4168
National Wealth Management Group
Ohio
$496K +$203K +768 +56%
JTWM
4169
Jackson Thornton Wealth Management
Alabama
$495K -$172K -653 -24%
KFSC
4170
Keystone Financial Services (Colorado)
Colorado
$494K +$575K +2,179 New
CCA
4171
Conservest Capital Advisors
Pennsylvania
$492K -$519K -1,966 Closed
DWMG
4172
DB Wealth Management Group
California
$491K -$1.06K -4 -0.2%
WEPOG
4173
Wealth Enhancement & Preservation of GA
Georgia
$489K -$669K -2,532 -55%
BA
4174
Ballew Advisors
Mississippi
$489K +$13.7K +52 +2%
VW
4175
Vance Wealth
California
$488K +$89.8K +340 +19%
165 166
167
168 169