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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMT
5051
Heritage Wealth Management (Texas)
Texas
$377K – – –
AFG
5052
AFS Financial Group
Maryland
$375K -$2.98M -7,362 -89%
1CM
5053
1492 Capital Management
Wisconsin
$374K +$4.05K +10 +1%
FPW
5054
Flagship Private Wealth
Massachusetts
$374K +$108K +266 +43%
LFA
5055
LifeGuide Financial Advisors
Pennsylvania
$364K +$1.21K +3 +0.3%
AFA
5056
Alpha Financial Advisors
North Carolina
$364K – – –
MWA
5057
Mills Wealth Advisors
Texas
$362K -$72.5K -179 -17%
TB
5058
Terril Brothers
Missouri
$361K -$10.1K -25 -3%
CEI
5059
Clark Estates Inc
New York
$359K – – –
SC
5060
Sykon Capital
New York
$358K +$26.7K +66 +8%
GFG
5061
GR Financial Group
Arizona
$356K +$32K +79 +10%
SG
5062
Strid Group
Pennsylvania
$354K -$27.9K -69 -8%
NL
5063
NDWM LLC
California
$352K – – –
VF
5064
Vista Finance
Missouri
$351K +$87.8K +217 +35%
S4W
5065
Solutions 4 Wealth
Texas
$351K +$31.2K +77 +10%
LWAM
5066
Legacy Wealth Asset Management
Minnesota
$349K +$11.3K +28 +3%
RWIA
5067
Roger Wittlin Investment Advisory
California
$349K +$336K +829 New
CWM
5068
Certus Wealth Management
California
$347K +$346K +854 New
BWM
5069
Buska Wealth Management
Wisconsin
$346K +$333K +822 New
NPI
5070
New Perspectives Inc
Mississippi
$343K +$330K +816 New
HF
5071
Halpern Financial
Virginia
$342K – – –
SWM
5072
Solano Wealth Management
California
$340K -$56.3K -139 -15%
TAM
5073
TCP Asset Management
Ohio
$339K +$51K +126 +19%
NHFG
5074
New Harbor Financial Group
Massachusetts
$339K – – –
HWA
5075
Hillcrest Wealth Advisors
New Jersey
$338K -$6.48K -16 -2%
201 202
203
204 205