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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1701
Zullo Investment Group
Pennsylvania
$360K -$31.2K -322 -8%
GSC
1702
G&S Capital
Colorado
$359K +$4.26K +44 +1%
TFA
1703
Tranquilli Financial Advisor
New Jersey
$359K +$43.6K +451 +13%
VBCG
1704
Valley Brook Capital Group
Pennsylvania
$357K -$36.3K -375 -9%
WW
1705
Waterfront Wealth
Kansas
$356K – – –
EWM
1706
Executive Wealth Management
Michigan
$356K +$46.4K +480 +14%
CAP
1707
Columbia Advisory Partners
Washington
$355K – – –
WQ
1708
Wealth Quarterback
New Jersey
$355K -$644K -6,652 -63%
NFSG
1709
Newbridge Financial Services Group
Florida
$354K +$376K +3,884 New
WH
1710
Willner & Heller
California
$353K +$14.2K +147 +4%
SFG
1711
Shum Financial Group
California
$353K -$13.4K -139 -3%
TWM
1712
Thrive Wealth Management
Pennsylvania
$352K -$36.3K -375 -9%
NFC
1713
Northstar Financial Companies
Pennsylvania
$351K +$373K +3,852 New
EA
1714
Everpar Advisors
Oklahoma
$351K -$113K -1,165 -23%
SIM
1715
Studio Investment Management
Illinois
$351K -$733K -7,573 -66%
CHA
1716
Cooper/Haims Advisors
New York
$350K +$19.3K +200 +6%
CA
1717
Cornerstone Advisory
Maryland
$349K -$59.2K -612 -16%
IA
1718
IFG Advisors
Missouri
$349K +$1.94K +20 +0.5%
CWS
1719
Confluence Wealth Services
Pennsylvania
$348K +$80K +827 +30%
HWM
1720
HRC Wealth Management
Idaho
$348K +$141K +1,457 +62%
RSF
1721
Rik Saylor Financial
Ohio
$347K +$368K +3,802 New
HIC
1722
Holderness Investments Company
North Carolina
$346K +$18.7K +193 +5%
OC
1723
Oakworth Capital
Alabama
$346K -$52K -538 -12%
PFW
1724
Petros Family Wealth
Minnesota
$345K +$366K +3,785 New
PWM
1725
Palumbo Wealth Management
New York
$344K +$3.1K +32 +0.9%
67 68
69
70 71