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Name Holding Trade Value Shares
Change
Change in
Stake
SW
2951
Solidarity Wealth
Utah
$567K – – –
MCWS
2952
McKinley Carter Wealth Services
West Virginia
$566K +$209K +4,660 +56%
SAG
2953
Spotlight Asset Group
Illinois
$565K -$16.6K -370 -3%
BAG
2954
Bridgewealth Advisory Group
California
$565K +$53.8K +1,200 +10%
OCM
2955
Octahedron Capital Management
California
$565K +$582K +13,000 New
EWM
2956
Elmwood Wealth Management
California
$565K – – –
GHA
2957
GW Henssler & Associates
Georgia
$563K -$4.03K -90 -0.7%
KWM
2958
KFG Wealth Management
Indiana
$563K +$36.7K +820 +7%
THWM
2959
Taylor Hoffman Wealth Management
Virginia
$562K – – –
FCM
2960
Family Capital Management
Michigan
$561K -$22K -490 -4%
WDA
2961
Wendell David Associates
New Hampshire
$561K +$202K +4,500 +54%
SFCL
2962
Strengthening Families & Communities LLC
Massachusetts
$560K -$85.6K -1,910 -13%
UWPG
2963
Ullmann Wealth Partners Group
Florida
$559K +$110K +2,450 +24%
CWA
2964
CJM Wealth Advisers
Virginia
$557K -$151K -3,360 -21%
SWRP
2965
Summit Wealth & Retirement Planning
California
$554K -$67.2K -1,500 -11%
PRS
2966
Pinkerton Retirement Specialists
Idaho
$553K +$228K +5,100 +67%
TNA
2967
True North Advisors
Texas
$552K -$10.8K -240 -2%
NAMM
2968
NorthStar Asset Management (Massachusetts)
Massachusetts
$549K – – –
HIGP
2969
Hill Investment Group Partners
Missouri
$549K +$565K +12,620 New
CWM
2970
Castle Wealth Management
Florida
$549K +$14.3K +320 +3%
SPW
2971
Sonoma Private Wealth
California
$548K -$19.3K -430 -3%
MSRI
2972
Michael S. Ryan Inc
New York
$546K – – –
EWM
2973
Evermay Wealth Management
Virginia
$546K -$15.7K -350 -3%
QAM
2974
Q3 Asset Management
Michigan
$545K -$49.3K -1,100 -8%
LSIA
2975
LaSalle St. Investment Advisors
Illinois
$544K +$32.7K +730 +6%