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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
2051
Halbert Hargrove Global Advisors
California
$393K -$50.6K -234 -10%
FIM
2052
Fruth Investment Management
Texas
$392K – – –
GWM
2053
Gray Wealth Management
Maine
$391K +$22.7K +105 +5%
RGF
2054
Retirement Guys Formula
Ohio
$391K +$449K +2,073 New
HCP
2055
Holt Capital Partners
Texas
$390K – – –
CH
2056
Canton Hathaway
Rhode Island
$388K +$128K +590 +40%
AC
2057
AWM Capital
Arizona
$387K – – –
MPCL
2058
My Personal CFO LLC
Washington
$387K +$444K +2,053 New
GLAM
2059
Gardner Lewis Asset Management
Pennsylvania
$386K -$6.71M -31,011 -94%
LJAC
2060
L.J. Altfest & Co
New York
$385K +$269K +1,245 +157%
TNB
2061
Thomasville National Bank
Georgia
$385K +$441K +2,039 New
CG
2062
Corundum Group
Colorado
$384K -$176K -813 -29%
PFWA
2063
Paces Ferry Wealth Advisors
Georgia
$384K -$61.9K -286 -12%
NWM
2064
Northcape Wealth Management
New York
$383K +$440K +2,033 New
AP
2065
Adero Partners
California
$381K +$1.08K +5 +0.2%
ARG
2066
Advisory Resource Group
Oklahoma
$381K +$199K +919 +71%
ACM
2067
AlphaStar Capital Management
North Carolina
$380K -$367K -1,694 -44%
DIP
2068
DT Investment Partners
Pennsylvania
$380K -$233K -1,075 -35%
CT
2069
Columbia Trust
Oregon
$380K – – –
CCM
2070
Cribstone Capital Management
Maine
$380K – – –
MCWA
2071
Meadow Creek Wealth Advisors
Georgia
$378K +$434K +2,006 New
ACM
2072
Argent Capital Management
Missouri
$377K – – –
BWA
2073
BlueSky Wealth Advisors
North Carolina
$377K +$432K +1,998 New
HIG
2074
Heritage Investment Group
Florida
$377K +$433K +2,000 New
IFS
2075
Ifrah Financial Services
Arkansas
$377K +$433K +2,000 New
81 82
83
84 85