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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2351
Cadent Capital Advisors
Oklahoma
$227K -$13.6K -538 -6%
BONH
2352
Bank of New Hampshire
New Hampshire
$227K – – –
LWM
2353
Lifetime Wealth Management
Texas
$227K +$231K +9,119 New
HCM
2354
Hollencrest Capital Management
California
$226K – – –
ABWM
2355
Alpine Bank Wealth Management
Colorado
$226K – – –
RFS
2356
RM Financial Services
Maine
$226K +$231K +9,107 New
RMF
2357
Red Mountain Financial
Colorado
$226K +$911 +36 +0.4%
KDA
2358
Kraft Davis & Associates
Missouri
$225K -$11.1K -437 -4%
CAGAS
2359
Capital Advisory Group Advisory Services
Minnesota
$225K – – –
GD
2360
Grandfield & Dodd
New York
$225K -$127 -5 -0.1%
TIM
2361
Tortoise Investment Management
New York
$225K -$8.84K -349 -4%
MWM
2362
Melfa Wealth Management
Massachusetts
$225K +$1.57K +62 +0.7%
DIP
2363
Davis Investment Partners
North Carolina
$225K – – –
CA
2364
Cornerstone Advisory
Maryland
$224K -$67.7K -2,673 -23%
FWP
2365
Falcon Wealth Planning
California
$224K +$21.4K +844 +10%
NWAG
2366
Net Worth Advisory Group
Utah
$224K +$228K +9,012 New
EWM
2367
Endowment Wealth Management
Wisconsin
$224K -$13.7K -541 -6%
SWP
2368
ShoreHaven Wealth Partners
New Jersey
$223K +$1.06K +42 +0.5%
FCG
2369
Fielder Capital Group
Tennessee
$223K +$22K +870 +11%
CP
2370
Canopy Partners
Ohio
$223K -$2.71K -107 -1%
PCM
2371
Princeton Capital Management
New Jersey
$223K – – –
DPW
2372
DiNuzzo Private Wealth
Pennsylvania
$222K -$177 -7 -0.1%
PNFS
2373
PW Nova Financial Services
Pennsylvania
$222K +$229K +9,042 New
BWA
2374
BlueChip Wealth Advisors
Georgia
$222K -$1.87K -74 -0.8%
FDDB
2375
Fidelity D&D Bancorp
Pennsylvania
$222K -$13.1K -518 -5%
93 94
95
96 97