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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1926
Valley Brook Capital Group
Pennsylvania
$1.22M +$52K +460 +5%
CWM
1927
Connecticut Wealth Management
Connecticut
$1.21M -$40.7K -360 -4%
LI
1928
LRI Investments
Florida
$1.21M -$190K -1,680 -16%
WMA
1929
West Michigan Advisors
Michigan
$1.21M +$147K +1,300 +17%
PG
1930
Patten Group
Tennessee
$1.21M +$50.9K +450 +5%
CWM
1931
Centurion Wealth Management
Virginia
$1.21M -$43K -380 -4%
WG
1932
Welch Group
Alabama
$1.21M +$4.52K +40 +0.4%
BFG
1933
Beacon Financial Group
Texas
$1.21M +$59.9K +530 +6%
CPM
1934
Connective Portfolio Management
New York
$1.21M +$1.02M +9,000 New
BWM
1935
BCS Wealth Management
Tennessee
$1.2M +$180K +1,590 +21%
AWM
1936
Atticus Wealth Management
Florida
$1.2M -$31.7K -280 -3%
TP
1937
Tranquility Partners
Tennessee
$1.2M – – –
VW
1938
Vance Wealth
California
$1.2M +$47.5K +420 +5%
FCFC
1939
First Commonwealth Financial Corp
Pennsylvania
$1.2M -$20.4K -180 -2%
CW
1940
Curio Wealth
Maryland
$1.19M +$1M +8,880 +44,400%
RFN
1941
Redwood Financial Network
Ohio
$1.19M -$12.4K -110 -1%
MWP
1942
Madison Wealth Partners
Wisconsin
$1.19M +$1M +8,880 New
BOPW
1943
Brandywine Oak Private Wealth
Pennsylvania
$1.19M -$13.6K -120 -1%
GWM
1944
GK Wealth Management
Nevada
$1.19M +$345K +3,050 +53%
WAAG
1945
Wealth Alliance Advisory Group
Kansas
$1.19M – – –
VHAM
1946
Van Hulzen Asset Management
California
$1.18M +$349K +3,090 +54%
DA
1947
Doliver Advisors
Texas
$1.18M -$122K -1,080 -11%
CWS
1948
Cypress Wealth Services
California
$1.18M +$65.6K +580 +7%
SIMG
1949
Sonora Investment Management Group
Arizona
$1.18M – – –
GC
1950
Garde Capital
Washington
$1.18M – – –
76 77
78
79 80