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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2701
Forum Finance Group
$841K – – –
LCM
2702
Leisure Capital Management
California
$841K +$42.2K +106 +6%
WAM
2703
Worth Asset Management
Texas
$841K +$143K +360 +22%
TNB
2704
Thomasville National Bank
Georgia
$840K +$794K +1,996 New
VC
2705
Veracity Capital
Georgia
$839K +$19.5K +49 +3%
KW
2706
Keyvantage Wealth
Pennsylvania
$838K -$106K -266 -12%
PCMNC
2707
Piedmont Capital Management (North Carolina)
North Carolina
$836K -$40.2K -101 -5%
SAM
2708
S.A. Mason
Michigan
$835K +$194K +487 +32%
AWM
2709
Affinity Wealth Management
Delaware
$832K -$22.7K -57 -3%
PRS
2710
Pinkerton Retirement Specialists
Idaho
$832K -$14.7K -37 -2%
IF
2711
IRON Financial
Illinois
$831K +$3.58K +9 +0.5%
WPP
2712
Whalerock Point Partners
Rhode Island
$829K -$90.3K -227 -10%
NLA
2713
Northern Lights Advisors
Washington
$826K +$266K +668 +52%
ACM
2714
Alessandra Capital Management
California
$825K – – –
CFP
2715
Curran Financial Partners
South Carolina
$824K +$795 +2 +0.1%
ASG
2716
Advisory Solutions Group
Minnesota
$822K +$778K +1,955 New
SL
2717
SWMG LLC
Texas
$821K +$1.19K +3 +0.1%
MBI
2718
May Barnhard Investments
Maryland
$820K – – –
FS
2719
Financial Symmetry
North Carolina
$820K +$16.7K +42 +2%
O3W
2720
Omni 360 Wealth
New Jersey
$820K – – –
GWM
2721
Greenwich Wealth Management
Connecticut
$818K +$7.95K +20 +1%
TBWA
2722
Three Bridge Wealth Advisors
California
$818K +$13.9K +35 +2%
FCM
2723
Firestone Capital Management
Florida
$817K -$145K -364 -16%
ACA
2724
Alpha Capital Advisors
Maine
$817K +$7.95K +20 +1%
ECM
2725
Elgethun Capital Management
South Dakota
$814K +$297K +748 +63%
107 108
109
110 111