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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1101
Fulcrum Capital
Washington
$273K – – –
BWP
1102
BSW Wealth Partners
Colorado
$273K +$27.8K +319 +12%
WIA
1103
Westbourne Investment Advisors
Maryland
$273K – – –
D
1104
Diversified
Delaware
$271K -$22.4K -257 -8%
DE
1105
Diversified Enterprises
Delaware
$271K +$259K +2,976 New
BBW
1106
Blue Barn Wealth
Utah
$269K -$957 -11 -0.4%
PFA
1107
Pinnacle Family Advisors
Missouri
$267K +$13.4K +154 +6%
HCM
1108
Hengehold Capital Management
Ohio
$266K +$254K +2,916 New
CWM
1109
Congress Wealth Management
Massachusetts
$265K -$912K -10,485 -78%
FNBTCON
1110
First National Bank & Trust Co of Newtown
Pennsylvania
$265K – – –
DJSG
1111
D.J. St. Germain
Massachusetts
$261K – – –
HIC
1112
Holderness Investments Company
North Carolina
$261K – – –
ACM
1113
Allred Capital Management
Texas
$261K +$261 +3 +0.1%
LA
1114
Legacy Advisors
Pennsylvania
$261K +$249K +2,859 New
RMC
1115
Resources Management Corp
Connecticut
$260K – – –
GWM
1116
Glass Wealth Management
Texas
$260K – – –
SWA
1117
Stratos Wealth Advisors
Ohio
$259K -$1.65K -19 -0.7%
BTWM
1118
Baker Tilly Wealth Management
Wisconsin
$259K -$40.5K -465 -14%
RWM
1119
Rench Wealth Management
Texas
$258K +$2.78K +32 +1%
AMBIA
1120
Allen Mooney & Barnes Investment Advisors
Georgia
$255K +$244K +2,800 New
HFM
1121
Harvest Fund Management
China
$253K -$15.4K -177 -6%
LWL
1122
Leo Wealth LLC
Texas
$253K -$12.1K -139 -5%
RFA
1123
Register Financial Advisors
Georgia
$252K -$8.27K -95 -3%
MAG
1124
Mayfair Advisory Group
Alabama
$252K -$2.44K -28 -1%
BCWM
1125
Bartlett & Co Wealth Management
Ohio
$252K – – –
43 44
45
46 47