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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
4301
Wealthcare Capital Management
Virginia
$648K +$1.53K +6 +0.3%
EWP
4302
Elevation Wealth Partners
California
$645K +$571K +2,238 New
TAIM
4303
TD Ameritrade Investment Management
Nebraska
$645K -$51K -200 -8%
HPWM
4304
High Pines Wealth Management
Massachusetts
$643K +$3.06K +12 +0.5%
PFA
4305
Plotkin Financial Advisors
Maryland
$639K +$91.8K +360 +19%
HCM
4306
Horrell Capital Management
Arkansas
$637K – – –
GWM
4307
Grand Wealth Management
Michigan
$636K -$4.59K -18 -0.8%
FA
4308
Fortis Advisors
Pennsylvania
$631K – – –
FL
4309
Fort LP
Maryland
$631K -$30.1K -118 -5%
QWM
4310
Quaker Wealth Management
New Jersey
$627K -$94.4K -370 -15%
FEG
4311
Financial Enhancement Group
Indiana
$625K +$20.4K +80 +4%
ASFA
4312
All Season Financial Advisors
Colorado
$624K +$552K +2,163 New
FI
4313
FIDELIS iM
Oregon
$623K -$107K -421 -16%
E
4314
ETFidea
New York
$623K +$30.6K +120 +6%
ES
4315
ETF Store
Kansas
$619K +$1.53K +6 +0.3%
CCM
4316
Carmel Capital Management
California
$618K – – –
BSAM
4317
Blue Square Asset Management
New York
$614K +$543K +2,130 New
PC
4318
Prairiewood Capital
North Dakota
$614K -$12.8K -50 -2%
GRQ
4319
Gardner Russo & Quinn
Pennsylvania
$614K -$39.8K -156 -7%
AGA
4320
Arkos Global Advisors
Texas
$613K -$219K -857 -29%
CCA
4321
Conservest Capital Advisors
Pennsylvania
$609K +$510 +2 +0.1%
MWA
4322
Martel Wealth Advisors
Washington
$609K +$167K +655 +45%
LAM
4323
Lingohr Asset Management
Germany
$609K +$539K +2,112 New
DWMG
4324
DB Wealth Management Group
California
$608K – – –
EP
4325
EPIQ Partners
Minnesota
$608K +$5.1K +20 +1%
171 172
173
174 175