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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1301
HBC Financial Services
Washington
$877K +$187 +10 +0%
IWA
1302
Intercontinental Wealth Advisors
Texas
$876K -$13K -698 -1%
GMA
1303
Glassy Mountain Advisors
Maryland
$876K +$881K +47,134 New
OBWG
1304
Onyx Bridge Wealth Group
New York
$875K -$23.4K -1,251 -3%
FPOC
1305
Financial Planners of Cleveland
Ohio
$874K +$810K +43,350 New
VCM
1306
Virtue Capital Management
Tennessee
$870K -$44.9K -2,403 -5%
IP
1307
Ignite Planners
California
$870K +$790K +42,253 New
BG
1308
Bahl & Gaynor
Ohio
$868K -$48.8K -2,613 -5%
CPA
1309
Cardiff Park Advisors
California
$867K +$872K +46,641 New
CNFG
1310
Creegan & Nassoura Financial Group
New Hampshire
$865K -$618K -33,055 -42%
JGIA
1311
Jackson Grant Investment Advisers
Connecticut
$863K -$84.7K -4,531 -9%
CS
1312
Capital Square
Tennessee
$863K -$78.5K -4,197 -9%
SAM
1313
Summit Asset Management
Tennessee
$862K -$89.1K -4,768 -9%
BCA
1314
Boundary Creek Advisors
New York
$861K -$866K -46,340 -50%
SGCA
1315
Steel Grove Capital Advisors
Tennessee
$860K -$857K -45,845 -50%
4WM
1316
44 Wealth Management
Oregon
$860K +$47.5K +2,542 +6%
LC
1317
Lavaca Capital
Texas
$859K -$92.9K -4,969 -10%
PFGIA
1318
Patriot Financial Group Insurance Agency
Massachusetts
$858K -$271K -14,521 -24%
DE
1319
Day & Ennis
Georgia
$858K -$80.4K -4,302 -9%
AFG
1320
Alterity Financial Group
Maine
$858K +$815K +43,578 New
PAMG
1321
Patton Albertson Miller Group
Tennessee
$855K -$40.1K -2,147 -4%
MWM
1322
Minot Wealth Management
Massachusetts
$853K -$118K -6,287 -12%
CCG
1323
Ceeto Capital Group
Florida
$852K -$95.6K -5,113 -10%
BIA
1324
BHK Investment Advisors
Alabama
$846K +$2.86K +153 +0.3%
CCM
1325
Compton Capital Management
Rhode Island
$844K -$728K -38,956 -46%
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