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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1351
American Trust
Kentucky
$804K +$17.5K +102 +2%
HSA
1352
HBK Sorce Advisory
Pennsylvania
$803K -$149K -870 -10%
JTWM
1353
Jackson Thornton Wealth Management
Alabama
$803K +$659K +3,840 +247%
LAM
1354
L2 Asset Management
Massachusetts
$802K +$60K +350 +7%
HCM
1355
Highview Capital Management
Illinois
$800K -$120K -700 -12%
NL
1356
NVWM LLC
Pennsylvania
$800K -$37.1K -216 -4%
FAM
1357
Formidable Asset Management
Ohio
$797K +$218K +1,268 +45%
WI
1358
WrapManager Inc
California
$793K -$56.1K -327 -6%
FWCM
1359
Ferguson Wellman Capital Management
Oregon
$793K -$72.9K -425 -8%
AHC
1360
Adell Harriman & Carpenter
Texas
$790K -$27.4K -160 -3%
MWM
1361
Mindset Wealth Management
Indiana
$789K +$41.2K +240 +5%
FLPIM
1362
F.L. Putnam Investment Management
Massachusetts
$787K -$228K -1,330 -21%
FIA
1363
Foundations Investment Advisors
Arizona
$787K +$32.6K +190 +4%
DE
1364
Diversified Enterprises
Delaware
$787K +$176K +1,026 +25%
TCPG
1365
Trivant Custom Portfolio Group
California
$787K +$80.6K +470 +10%
RCA
1366
Runnymede Capital Advisors
Ohio
$787K +$881K +5,135 New
WA
1367
Wealth Alliance
New York
$785K +$223K +1,300 +34%
BMC
1368
Beaton Management Company
Massachusetts
$785K -$21.4K -125 -2%
NFA
1369
Northern Financial Advisors
Michigan
$778K -$1.04M -6,083 -55%
TI
1370
TrueMark Investments
Illinois
$777K -$24K -140 -3%
PWA
1371
Primoris Wealth Advisors
Florida
$773K – – –
WFAG
1372
Worth Financial Advisory Group
North Carolina
$772K +$49.1K +286 +6%
FCM
1373
FirstWave Capital Management
Florida
$771K +$864K +5,036 New
PP
1374
Postrock Partners
Oregon
$771K – – –
FAM
1375
Fulcrum Asset Management
United Kingdom
$771K -$25.7K -150 -3%
53 54
55
56 57