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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2751
Solidarity Wealth
Utah
$458K +$4.52K +15 +1%
JEST
2752
JTC Employer Solutions Trustee
Jersey
$458K – – –
BFS
2753
Burr Financial Services
California
$457K -$7.95M -26,383 -95%
CCAM
2754
Cascades Capital Asset Management
North Carolina
$456K +$7.23K +24 +2%
MGWM
2755
Marks Group Wealth Management
Minnesota
$456K +$42.8K +142 +11%
IIC
2756
Integrated Investment Consultants
Michigan
$456K +$41.9K +139 +11%
TCM
2757
TD Capital Management
Tennessee
$454K +$52.4K +174 +14%
FWM
2758
Fonville Wealth Management
Virginia
$453K +$56K +186 +15%
FFA
2759
Fairfield Financial Advisors
Massachusetts
$453K +$49.7K +165 +13%
WTFG
2760
Wells Trecaso Financial Group
Ohio
$451K -$2.11K -7 -0.5%
SHFA
2761
SS&H Financial Advisors
Michigan
$451K – – –
HI
2762
Hudock Inc
Pennsylvania
$451K +$33.1K +110 +8%
PHAM
2763
Palisades Hudson Asset Management
Florida
$450K +$23.2K +77 +6%
BLFG
2764
Brian Low Financial Group
Louisiana
$450K +$427K +1,416 New
RFG
2765
RFP Financial Group
Georgia
$449K -$40.4K -134 -9%
PWM
2766
Palumbo Wealth Management
New York
$449K -$298K -989 -41%
WCM
2767
Washburn Capital Management
Florida
$448K +$119K +395 +39%
LF
2768
Lee Financial
Texas
$447K -$26.8K -89 -6%
WMA
2769
Wealth Management Associates
New Jersey
$446K +$32.5K +108 +8%
VI
2770
Versor Investments
New York
$446K +$184K +610 +77%
FTC
2771
Farmers Trust Company
Ohio
$446K +$46.4K +154 +12%
GWAG
2772
Garrett Wealth Advisory Group
Texas
$446K -$3.62K -12 -0.8%
NLWP
2773
Next Level Wealth Planning
Idaho
$445K +$82.5K +274 +24%
MCWA
2774
Meadow Creek Wealth Advisors
Georgia
$445K +$41K +136 +11%
CI
2775
Cherokee Insurance
Michigan
$445K – – –
109 110
111
112 113