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Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
4576
Thompson Davis & Co
Virginia
$432K +$16.9K +54 +4%
CWAG
4577
Carlsbad Wealth Advisory Group
California
$430K +$396K +1,263 New
FSWA
4578
Financial Synergies Wealth Advisors
Texas
$429K -$14.7K -47 -4%
BC
4579
Barnett & Company
Tennessee
$427K – – –
BHWM
4580
Bay Harbor Wealth Management
Maryland
$423K +$223K +713 +135%
DSCM
4581
Del-Sette Capital Management
New York
$422K -$2.19K -7 -0.6%
BWM
4582
Benchmark Wealth Management
Connecticut
$420K -$10K -32 -3%
GWMI
4583
Guardian Wealth Management (Illinois)
Illinois
$418K +$313 +1 +0.1%
FOFP
4584
Fee-Only Financial Planning
South Carolina
$418K +$14.1K +45 +4%
BWA
4585
Brave Warrior Advisors
New York
$417K -$149K -475 -28%
LAM
4586
LifePro Asset Management
California
$417K +$384K +1,224 New
JMF
4587
Johnson Midwest Financial
Iowa
$414K -$2.51K -8 -0.7%
BFP
4588
Beacon Financial Planning
Massachusetts
$413K +$44.5K +142 +13%
GWAM
4589
Guardian Wealth Advisors (Minnesota)
Minnesota
$410K -$40.1K -128 -10%
BI
4590
Bramshill Investments
Florida
$405K – – –
CFGF
4591
Compass Financial Group (Florida)
Florida
$403K +$62.7K +200 +20%
AAM
4592
Ameraudi Asset Management
New York
$402K – – –
AFS
4593
AFG Fiduciary Services
Massachusetts
$398K -$6.27K -20 -2%
MWP
4594
Meredith Wealth Planning
Illinois
$398K -$507K -1,619 -58%
MFG
4595
MTM Financial Group
Pennsylvania
$397K +$3.45K +11 +1%
CCMIC
4596
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$392K -$38.5K -123 -10%
IWP
4597
Insight Wealth Partners
Texas
$389K +$84K +268 +31%
OF
4598
Outfitter Financial
Maine
$386K -$27K -86 -7%
AWM
4599
Activest Wealth Management
Florida
$386K -$90.6K -289 -15%
OFP
4600
OLIO Financial Planning
Virginia
$385K +$22.3K +71 +7%
182 183
184
185 186