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Name Holding Trade Value Shares
Change 		Change in
Stake
LGW
2826
Leslie Global Wealth
Illinois
$544K +$434K +1,348 New
HCM
2827
Hengehold Capital Management
Ohio
$544K +$7.72K +24 +2%
TLA
2828
Tanglewood Legacy Advisors
Texas
$543K – – –
WHCI
2829
W.H. Cornerstone Investments
Massachusetts
$543K +$122K +378 +39%
SW
2830
Solidarity Wealth
Utah
$542K +$55.7K +173 +15%
LA
2831
Lynch & Associates
Indiana
$542K -$63.4K -197 -13%
PWA
2832
Providence Wealth Advisors
Illinois
$540K -$28.6K -89 -6%
CWC
2833
Carolinas Wealth Consulting
North Carolina
$540K -$1.07M -3,318 -71%
MWM
2834
Melfa Wealth Management
Massachusetts
$540K +$430K +1,336 New
SSW
2835
Smith Shellnut Wilson
Mississippi
$539K – – –
CIA
2836
Cape Investment Advisory
Georgia
$538K +$5.47K +17 +1%
JFA
2837
JNBA Financial Advisors
Minnesota
$537K +$10.3K +32 +2%
GA
2838
Goldstein Advisors
Wisconsin
$537K +$138K +429 +48%
FWM
2839
Fonville Wealth Management
Virginia
$537K +$34.1K +106 +9%
NCFG
2840
New Century Financial Group
New Jersey
$536K +$15.4K +48 +4%
BL
2841
Balentine LLC
Georgia
$535K +$54.7K +170 +15%
UBG
2842
United Bank (Georgia)
Georgia
$534K +$72.4K +225 +21%
MWM
2843
Meritas Wealth Management
California
$533K -$121K -375 -22%
MA
2844
MBA Advisors
Pennsylvania
$533K -$75.3K -234 -15%
MAM
2845
McCarthy Asset Management
California
$533K – – –
NFP
2846
Narus Financial Partners
Utah
$531K +$26.7K +83 +7%
SGWM
2847
Sterling Group Wealth Management
California
$531K -$33.5K -104 -7%
CNBT
2848
Canandaigua National Bank & Trust
New York
$531K – – –
SWA
2849
Serenus Wealth Advisors
California
$531K +$423K +1,314 New
HPBT
2850
Hickory Point Bank & Trust
Illinois
$528K +$421K +1,308 New
112 113
114
115 116