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Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
3001
Juncture Wealth Strategies
Arizona
$453K +$965 +3 +0.3%
HBS
3002
Howard Bailey Securities
Indiana
$453K +$57.6K +179 +19%
SC
3003
Sykon Capital
New York
$451K -$6.11K -19 -2%
VCWM
3004
Vista Cima Wealth Management
Arizona
$451K +$359K +1,116 New
WWM
3005
Wiser Wealth Management
Georgia
$450K +$56.9K +177 +19%
WFS
3006
WealthGarden F.S.
California
$449K -$51.5K -160 -13%
HC
3007
Headland Capital
South Carolina
$449K +$357K +1,111 New
IPWA
3008
International Private Wealth Advisors
California
$447K +$65.6K +204 +23%
KCPT
3009
Kingstone Capital Partners Texas
Texas
$447K +$356K +1,106 New
PI
3010
Pachira Investments
California
$446K +$14.2K +44 +4%
FEM
3011
Fulcrum Equity Management
Texas
$445K +$16.1K +50 +5%
HB
3012
HTLF Bank
Colorado
$445K +$355K +1,103 New
EP
3013
Essential Planning
New Hampshire
$445K +$422K +1,313 New
FWA
3014
Flagship Wealth Advisors
Massachusetts
$444K +$354K +1,100 New
HAM
3015
Hickory Asset Management
Ohio
$444K +$354K +1,100 New
VI
3016
Versor Investments
New York
$444K +$354K +1,100 New
HFRG
3017
Houlihan Financial Resource Group
Virginia
$444K -$19.3K -60 -5%
ACM
3018
Arcataur Capital Management
Wisconsin
$444K -$3.22K -10 -0.9%
OWP
3019
ORG Wealth Partners
Texas
$444K -$1.61K -5 -0.5%
HI
3020
Human Investing
Oregon
$442K – – –
CFP
3021
Curran Financial Partners
South Carolina
$441K +$79.5K +247 +29%
EL
3022
Essex LLC
Illinois
$441K +$62.4K +194 +22%
AWP
3023
Astra Wealth Partners
New Jersey
$441K +$351K +1,092 New
SFG
3024
Sunburst Financial Group
Alabama
$441K – – –
SFG
3025
Sather Financial Group
Texas
$440K -$37.6K -117 -10%
119 120
121
122 123