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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
901
Harvey Capital Management
Florida
$509K – – –
TWP
902
Triad Wealth Partners
Kansas
$507K +$13.4K +73 +5%
BFG
903
Beacon Financial Group
Texas
$505K +$38.6K +210 +12%
PWM
904
Prentice Wealth Management
New York
$503K +$4.97K +27 +1%
NEI
905
Northwest & Ethical Investments
Ontario, Canada
$499K -$409K -2,223 -53%
HCM
906
Howard Capital Management
Georgia
$498K +$360K +1,957 New
MFS
907
Mirabella Financial Services
United Kingdom
$498K +$61.1K +332 +20%
C
908
Certuity
Florida
$498K -$137K -745 -28%
RWI
909
Red Wave Investments
Pennsylvania
$496K – – –
MAM
910
Mystic Asset Management
Rhode Island
$496K -$54.7K -297 -13%
DI
911
Decision Investments
California
$495K -$28.7K -156 -7%
AT
912
American Trust
Kentucky
$494K +$357K +1,941 New
VWM
913
Venturi Wealth Management
Texas
$493K +$40.5K +220 +13%
OBWG
914
Onyx Bridge Wealth Group
New York
$490K +$11.8K +64 +3%
SFC
915
SYM Financial Corp
Indiana
$484K -$433K -2,352 -55%
RTC
916
Real Talk Capital
Tennessee
$482K -$15.1K -82 -4%
MWA
917
MN Wealth Advisors
Kansas
$482K -$150K -817 -30%
DI
918
Diligent Investors
California
$482K -$434K -2,356 -55%
LAM
919
L2 Asset Management
Massachusetts
$477K +$27.8K +151 +9%
SAM
920
Secure Asset Management
Michigan
$477K -$39.9K -217 -10%
WFI
921
West Family Investments
California
$476K +$344K +1,870 New
BFIM
922
Beese Fulmer Investment Management
Ohio
$474K -$6.07K -33 -2%
AF
923
Advisornet Financial
Minnesota
$474K +$329K +1,787 +2,351%
KJWM
924
Kiley Juergens Wealth Management
Washington
$473K +$920 +5 +0.3%
CFSG
925
Clark Financial Services Group
Missouri
$470K +$31.5K +171 +10%
35 36
37
38 39