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Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
501
Householder Group Estate & Retirement Specialist
Arizona
$49K – – –
CWM
502
Compass Wealth Management
Connecticut
$48.8K -$26.9K -1,625 -36%
ZB
503
Zions Bancorporation
Utah
$48.4K -$16.5K -995 -26%
CT
504
Colonial Trust
South Carolina
$47.3K – – –
JWA
505
JFS Wealth Advisors
Pennsylvania
$46.2K – – –
HI
506
Horizon Investments
North Carolina
$45.4K +$827 +50 +2%
TFF
507
The Family Firm
Maryland
$43.8K +$42.7K +2,580 New
KFS
508
Kelly Financial Services
Massachusetts
$42.5K – – –
VC
509
Vestor Capital
Illinois
$42K – – –
RI
510
Ridgewood Investments
New Jersey
$41.1K +$40K +2,420 New
OAJ
511
Ogorek Anthony Joseph
New York
$40K – – –
SFCL
512
Strengthening Families & Communities LLC
Massachusetts
$40K +$39.1K +2,365 New
CP
513
Castleview Partners
Texas
$39.2K -$27.9K -1,685 -42%
FMP
514
Financial Management Professionals
Texas
$37K +$3.88K +235 +12%
HCM
515
Hollencrest Capital Management
California
$35.6K -$28.4K -1,715 -45%
PB
516
Pinnacle Bancorp
Nebraska
$35.2K – – –
FCMT
517
Founders Capital Management (Texas)
Texas
$34.1K – – –
HI
518
Harbour Investments
Wisconsin
$30.9K -$992 -60 -3%
PCWA
519
Pacific Capital Wealth Advisors
California
$30.8K – – –
RA
520
Rise Advisors
New York
$29.7K -$165 -10 -0.6%
IA
521
IFP Advisors
Florida
$29.1K -$37K -2,235 -57%
AF
522
Advisornet Financial
Minnesota
$29.1K +$10.4K +630 +58%
FFO
523
Fortitude Family Office
Arizona
$28.1K – – –
FCA
524
FinTrust Capital Advisors
South Carolina
$27.2K +$5.95K +360 +29%
VWM
525
Venturi Wealth Management
Texas
$26.6K +$25.9K +1,565 New
19 20
21
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