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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1801
Ranch Capital Advisors
Florida
$98K -$22.5K -300 -19%
CHC
1802
City Holding Co
West Virginia
$97K – – –
RCA
1803
Reitz Capital Advisors
Michigan
$97K +$99.3K +1,321 New
TL
1804
TrueWealth LLC
Georgia
$94K -$25.9K -345 -21%
TWP
1805
TFO Wealth Partners
Ohio
$92K – – –
SIS
1806
Sound Income Strategies
Florida
$92K +$45.3K +603 +94%
FMP
1807
Financial Management Professionals
Texas
$91K +$63.1K +839 +211%
ACM
1808
AUA Capital Management
Pennsylvania
$90K -$77K -1,025 -46%
WFMPM
1809
Woodley Farra Manion Portfolio Management
Indiana
$87K – – –
KPCM
1810
Kings Point Capital Management
New York
$84K -$7.51K -100 -8%
WCG
1811
Weaver Consulting Group
California
$80K +$18.2K +242 +29%
RG
1812
Retirement Group
California
$80K +$82.1K +1,092 New
BWA
1813
Burt Wealth Advisors
Maryland
$78K – – –
GTAM
1814
Global Trust Asset Management
Florida
$77K -$1.5K -20 -2%
HF
1815
Halpern Financial
Virginia
$75.3K +$9.24K +123 +14%
CWC
1816
Carolinas Wealth Consulting
North Carolina
$75K +$76.1K +1,013 New
HS
1817
Horan Securities
United States
$74K +$7.51K +100 +11%
HCM
1818
Highlander Capital Management
New Jersey
$74K +$60.1K +800 +400%
1W
1819
1776 Wealth
Georgia
$73K – – –
RDWM
1820
Red Door Wealth Management
Tennessee
$71K +$7.51K +100 +11%
MWC
1821
MBM Wealth Consultants
Missouri
$70K -$309K -4,114 -81%
SMG
1822
Spectrum Management Group
Indiana
$68K +$37.6K +500 +116%
YAL
1823
Your Advocates Ltd
Texas
$67K – – –
GEA
1824
Glen Eagle Advisors
New Jersey
$65.5K +$16.2K +215 +32%
CCM
1825
Cribstone Capital Management
Maine
$65K +$16.1K +214 +32%
71 72
73
74 75