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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1001
Hartford Financial Management
Connecticut
$14.1K – – –
SWM
1002
Sugarloaf Wealth Management
Georgia
$14.1K -$2.28K -50 -14%
DAC
1003
Dividend Assets Capital
South Carolina
$13K – – –
TCWA
1004
Ten Capital Wealth Advisors
Washington
$12.9K – – –
CSB
1005
City State Bank
Iowa
$12K – – –
SC
1006
Schubert & Co
Texas
$11.3K -$455 -10 -4%
MCM
1007
MV Capital Management
Maryland
$11K +$1.14K +25 +12%
MIA
1008
Milestone Investment Advisors
Wisconsin
$10.6K +$10.2K +225 New
RA
1009
Rise Advisors
New York
$9.71K – – –
JMF
1010
Johnson Midwest Financial
Iowa
$9.17K – – –
RIM
1011
Ranger Investment Management
Texas
$9.17K – – –
HCM
1012
Hollencrest Capital Management
California
$8.93K – – –
KFS
1013
Kelly Financial Services
Massachusetts
$8.7K – – –
RFG
1014
RFP Financial Group
Georgia
$8.46K – – –
SIC
1015
SJS Investment Consulting
Ohio
$7.34K +$911 +20 +15%
LOIM
1016
Liberty One Investment Management
Illinois
$7.29K +$7.06K +155 New
WT
1017
Whittier Trust
California
$7.29K -$23.2K -510 -77%
HS
1018
Horan Securities
United States
$7.23K – – –
SIS
1019
Strategic Investment Solutions
Illinois
$7.05K +$6.83K +150 New
EWM
1020
Endurance Wealth Management
Rhode Island
$7K – – –
VCM
1021
Versant Capital Management
Arizona
$6.81K – – –
PWMG
1022
Prestige Wealth Management Group
New Jersey
$6.58K – – –
GBT
1023
Grove Bank & Trust
Florida
$6.35K – – –
WPWM
1024
Western Pacific Wealth Management
Illinois
$6.35K – – –
AW
1025
Avion Wealth
Texas
$6K – – –
39 40
41
42 43