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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1701
Howland Capital Management
Massachusetts
$467K +$45.9K +2,482 +10%
TWM
1702
Titus Wealth Management
California
$466K -$555 -30 -0.1%
RPCONE
1703
Retirement Planning Company of New England
Rhode Island
$466K +$6.59K +356 +1%
IBOK
1704
Independence Bank of Kentucky
Kentucky
$466K +$173K +9,334 +56%
SWP
1705
Summit Wealth Partners
Florida
$466K -$2.31K -125 -0.5%
DWM
1706
Darwin Wealth Management
Florida
$464K -$21.8K -1,177 -4%
FPWM
1707
FSB Premier Wealth Management
Iowa
$464K -$18.3K -989 -3%
TWP
1708
Tower Wealth Partners
Pennsylvania
$461K +$8.03K +434 +2%
GWM
1709
Gray Wealth Management
Maine
$460K +$95.6K +5,165 +25%
AC
1710
AlphaCore Capital
California
$460K +$153K +8,266 +47%
PA
1711
PSI Advisors
Florida
$459K -$54.2K -2,931 -10%
TFA
1712
Triad Financial Advisors
North Carolina
$458K -$8.33K -450 -2%
NWA
1713
New World Advisors
Massachusetts
$458K – – –
MMHP
1714
Murphy Middleton Hinkle & Parker
Georgia
$458K +$9.16K +495 +2%
ASFA
1715
All Season Financial Advisors
Colorado
$457K +$41.1K +2,221 +9%
LDFR
1716
Lehman & Derafelo Financial Resources
Pennsylvania
$456K -$83.4K -4,507 -15%
FZCM
1717
Flynn Zito Capital Management
New York
$456K -$32.8K -1,773 -6%
CFA
1718
Compass Financial Advisors
Indiana
$455K -$23.3K -1,259 -5%
CA
1719
Capitolis Advisors
New York
$454K -$8.4M -454,021 -95%
M
1720
MOTCO
Texas
$453K +$37.4K +2,020 +9%
AAS
1721
Annex Advisory Services
Wisconsin
$452K -$123K -6,633 -21%
CNBTD
1722
Citizens National Bank Trust Department
Mississippi
$452K -$68.6K -3,707 -10%
FFA
1723
First Foundation Advisors
California
$452K -$4.38K -237 -0.9%
PG
1724
Patten Group
Tennessee
$451K +$73.2K +3,959 +19%
GTCM
1725
Gyon Technologies Capital Management
New Jersey
$450K +$467K +25,235 New
67 68
69
70 71