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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
2501
Washington Trust
Rhode Island
$220K – – –
SFG
2502
SevenBridge Financial Group
Pennsylvania
$220K +$232K +831 New
MAM
2503
Marotta Asset Management
Virginia
$220K +$231K +828 New
HCM
2504
HM Capital Management
Missouri
$219K +$230K +825 New
WCM
2505
Washburn Capital Management
Florida
$219K +$230K +825 New
RWM
2506
Reston Wealth Management
Virginia
$218K -$77.9K -279 -25%
ACJ
2507
Autonomy Capital (Jersey)
Jersey
$218K – – –
IFPG
2508
Intrepid Financial Planning Group
Indiana
$218K +$230K +822 New
SFCL
2509
Strengthening Families & Communities LLC
Massachusetts
$217K +$96.1K +344 +72%
FNFDCM
2510
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$217K +$229K +819 New
HPWM
2511
High Pines Wealth Management
Massachusetts
$217K +$229K +819 New
ACM
2512
Ategra Capital Management
Virginia
$216K +$228K +816 New
PIFP
2513
Partners in Financial Planning
Virginia
$216K -$670K -2,400 -67%
NCM
2514
New Capital Management
Texas
$216K -$158K -566 -41%
CWA
2515
Centennial Wealth Advisory
Michigan
$216K -$83.5K -299 -27%
WG
2516
Welch Group
Alabama
$216K +$227K +814 New
WF
2517
Warner Financial
Maryland
$216K +$228K +816 New
HNW
2518
High Note Wealth
Minnesota
$215K -$10.1K -36 -4%
MLM
2519
Mount Lucas Management
Pennsylvania
$215K -$2.79K -10 -1%
GFP
2520
Guardian Financial Partners
California
$213K +$225K +804 New
KCM
2521
Kathmere Capital Management
Pennsylvania
$212K +$223K +798 New
GHAM
2522
Gilman Hill Asset Management
Connecticut
$212K +$223K +800 New
ACM
2523
Anfield Capital Management
California
$211K +$222K +795 New
CWMGP
2524
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$211K +$222K +796 New
NWM
2525
NEIRG Wealth Management
Massachusetts
$210K -$473K -1,695 -68%
99 100
101
102 103