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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1951
Whitener Capital Management
North Carolina
$21.4M +$18.9K +37 +0.1%
AWMS
1952
Advocacy Wealth Management Services
Georgia
$21.4M +$20.8M +40,817 +9,883%
CFS
1953
CRA Financial Services
New Jersey
$21.3M -$185K -362 -0.9%
ACP
1954
Aviance Capital Partners
Florida
$21.3M +$519K +1,017 +3%
UWM
1955
Udine Wealth Management
Florida
$21.2M +$440K +862 +2%
JHCP
1956
Jackson Hole Capital Partners
Oklahoma
$21.2M -$185K -362 -0.9%
HDA
1957
Harold Davidson & Associates
California
$21.2M +$3.19M +6,256 +18%
KCPG
1958
Kavar Capital Partners Group
Kansas
$21.2M +$100K +197 +0.5%
OL
1959
one8zero8 LLC
North Carolina
$21.2M +$916K +1,795 +5%
BMWM
1960
Brown Miller Wealth Management
Virginia
$21.2M +$173K +340 +0.8%
TCM
1961
Thames Capital Management
New Jersey
$21.2M – – –
CA
1962
Claro Advisors
Massachusetts
$21.1M -$501K -982 -2%
RBC
1963
Romano Brothers & Co
Illinois
$21.1M +$207K +406 +1%
UHC
1964
Union Heritage Capital
Michigan
$21.1M – – –
WAS
1965
Winch Advisory Services
Wisconsin
$21.1M -$122K -240 -0.6%
QC
1966
Quent Capital
New York
$21.1M +$302K +592 +1%
BDL
1967
Banque de Luxembourg
Luxembourg
$21M -$1.06M -2,082 -5%
BE
1968
Bonness Enterprises
District of Columbia
$21M – – –
BCA
1969
Bay Colony Advisors
Massachusetts
$21M +$1.37M +2,684 +7%
ICP
1970
Impact Capital Partners
Colorado
$21M +$1.12M +2,189 +6%
SFP
1971
Shepherd Financial Partners
Massachusetts
$21M -$11.2K -22 -0.1%
BFG
1972
Berger Financial Group
Minnesota
$21M -$12.2K -24 -0.1%
SDH
1973
Sloy Dahl & Holst
Washington
$21M +$13M +25,576 +171%
WFG
1974
Wills Financial Group
Virginia
$21M -$262K -514 -1%
GAM
1975
Grandview Asset Management
Pennsylvania
$20.9M +$505K +990 +3%
77 78
79
80 81