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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2676
Heirloom Wealth Management
Colorado
$220K +$168K +840 New
CB
2677
Community Bank
New York
$219K – – –
B
2678
Bellecapital
Switzerland
$219K -$680K -3,400 -80%
HIGP
2679
Hill Investment Group Partners
Missouri
$218K +$167K +834 New
WHCI
2680
W.H. Cornerstone Investments
Massachusetts
$218K +$166K +832 New
AWM
2681
Alterna Wealth Management
Texas
$218K +$166K +832 New
TFA
2682
Trinity Financial Advisors
Ohio
$218K +$166K +831 New
SWM
2683
Sculati Wealth Management
Michigan
$217K +$166K +829 New
EL
2684
Essex LLC
Illinois
$217K +$166K +829 New
CT
2685
Colonial Trust
South Carolina
$217K -$4.4K -22 -3%
ACM
2686
Ategra Capital Management
Virginia
$216K +$165K +827 New
HWA
2687
Heartwood Wealth Advisors
Virginia
$216K +$165K +826 New
WPA
2688
West Paces Advisors
Georgia
$216K +$24.8K +124 +18%
SWAG
2689
Spectrum Wealth Advisory Group
California
$215K +$164K +822 New
TTWM
2690
TCV Trust & Wealth Management
Virginia
$215K +$164K +822 New
SWM
2691
Solano Wealth Management
California
$215K +$164K +820 New
ST
2692
Sabal Trust
Florida
$214K -$153K -765 -48%
MSCM
2693
McElhenny Sheffield Capital Management
Texas
$214K +$157K +785 New
HAFS
2694
Hapanowicz & Associates Financial Services
Pennsylvania
$214K +$163K +817 New
RPCA
2695
Running Point Capital Advisors
California
$214K +$163K +817 New
IWA
2696
IVC Wealth Advisors
Pennsylvania
$214K +$163K +816 New
C
2697
Covestor
United Kingdom
$213K -$115K -574 -41%
RWM
2698
Reston Wealth Management
Virginia
$213K +$163K +813 New
TCFP
2699
Treasure Coast Financial Planning
Florida
$213K +$163K +813 New
WCM
2700
Whitener Capital Management
North Carolina
$213K +$163K +813 New
106 107
108
109 110