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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
2101
Harbour Capital Advisors
Virginia
$257K +$236K +4,190 New
NMM
2102
Naples Money Management
Florida
$257K -$4.4M -78,000 -95%
CWA
2103
Consilio Wealth Advisors
Washington
$257K +$238K +4,230 New
RWA
2104
Rooted Wealth Advisors
Illinois
$256K +$235K +4,170 New
HGERS
2105
Householder Group Estate & Retirement Specialist
Arizona
$256K +$60.9K +1,080 +35%
UCB
2106
United Community Bank
South Carolina
$255K -$5.64K -100 -2%
DAM
2107
Delta Asset Management
Tennessee
$255K -$1.69K -30 -0.7%
CCA
2108
Catalyst Capital Advisors
New York
$255K +$2.25K +40 +1%
CFD
2109
Creative Financial Designs
Indiana
$254K +$9.59K +170 +4%
SGK
2110
Steigerwald Gordon & Koch
Virginia
$254K +$1.13K +20 +0.5%
JCFM
2111
JBR Co Financial Management
Oklahoma
$254K – – –
GA
2112
Goldstein Advisors
Wisconsin
$253K +$235K +4,170 New
SPWG
2113
Sage Private Wealth Group
Illinois
$253K +$235K +4,170 New
AFA
2114
AA Financial Advisors
Ohio
$252K +$234K +4,150 New
CWM
2115
Campbell Wealth Management
Virginia
$251K +$233K +4,140 New
SIM
2116
Seaview Investment Managers
Florida
$251K -$24.2K -430 -9%
XWM
2117
Xcel Wealth Management
Florida
$250K – – –
CAL
2118
Capital Advisors Ltd
Ohio
$250K +$10.1K +180 +5%
SFP
2119
Sandbox Financial Partners
Maryland
$249K +$231K +4,090 New
GFG
2120
Goldstone Financial Group
Illinois
$248K -$60.3K -1,070 -21%
NF
2121
Nikulski Financial
Iowa
$248K +$230K +4,080 New
UL
2122
Unionview LLC
Washington
$247K +$229K +4,070 New
SW
2123
Signify Wealth
Missouri
$247K +$229K +4,060 New
C
2124
Covestor
United Kingdom
$246K -$1.69K -30 -0.7%
RMCM
2125
Reynders McVeigh Capital Management
Massachusetts
$246K +$228K +4,050 New
83 84
85
86 87