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Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1526
West Family Investments
California
$417K +$38.1K +385 +10%
WAG
1527
Winthrop Advisory Group
Massachusetts
$415K +$89.6K +905 +28%
RZH
1528
Relyea Zuckerberg Hanson
Connecticut
$414K +$178K +1,797 +76%
UWM
1529
USAdvisors Wealth Management
Minnesota
$412K +$411K +4,154 New
PNFS
1530
PW Nova Financial Services
Pennsylvania
$410K +$2.87K +29 +0.7%
KCM
1531
KRS Capital Management
Michigan
$410K – – –
MHC
1532
Meyer Handelman Company
New York
$410K – – –
SA
1533
Sonoma Allocations
California
$409K +$73.9K +746 +24%
PLFS
1534
Provident Living Financial Services
Utah
$409K +$126K +1,270 +45%
AGA
1535
Accuvest Global Advisors
Utah
$408K -$2.8M -28,284 -87%
IWA
1536
Icon Wealth Advisors
Texas
$407K +$67.9K +686 +20%
PFBT
1537
Parkside Financial Bank & Trust
Missouri
$407K -$76.5K -773 -16%
HTC
1538
Haverford Trust Company
Pennsylvania
$407K -$338K -3,410 -45%
FC
1539
Fairscale Capital
New Hampshire
$406K – – –
WA
1540
Waddell & Associates
Tennessee
$405K -$300K -3,030 -43%
NRG
1541
Nemes Rush Group
Michigan
$405K +$77.9K +787 +24%
FFG
1542
Fiduciary Financial Group
California
$404K +$403K +4,067 New
LMFP
1543
Larry Mathis Financial Planning
Arizona
$403K +$46K +465 +13%
BFO
1544
Biltmore Family Office
North Carolina
$403K +$402K +4,058 New
CSI
1545
Cross Staff Investments
New York
$402K – – –
WPIC
1546
White Pine Investment Company
Michigan
$400K +$398K +4,024 New
VWM
1547
Valley Wealth Managers
New Jersey
$399K -$217K -2,192 -35%
AA
1548
Alta Advisers
United Kingdom
$399K – – –
PCM
1549
Polymer Capital Management
New York
$399K +$63.4K +640 +19%
PCM
1550
Parsons Capital Management
Rhode Island
$398K -$79.2K -800 -17%
60 61
62
63 64