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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3301
Altus Wealth Management
Kentucky
$460K -$7.95K -20 -2%
FI
3302
FWG Investments
Kentucky
$460K +$795 +2 +0.2%
CC
3303
Courier Capital
New York
$460K +$31K +78 +8%
BFWM
3304
Bright Futures Wealth Management
New York
$460K +$42.6K +107 +11%
CWMA
3305
Capstone Wealth Management (Alabama)
Alabama
$460K +$172K +432 +65%
HFS
3306
Hoge Financial Services
Pennsylvania
$459K -$13.9K -35 -3%
IMT
3307
Investment Management Trust
Massachusetts
$459K – – –
JWWM
3308
Johnson & White Wealth Management
Pennsylvania
$459K +$434K +1,091 New
WHCI
3309
W.H. Cornerstone Investments
Massachusetts
$458K – – –
HHCP
3310
Hilton Head Capital Partners
South Carolina
$458K -$86.7K -218 -17%
PAS
3311
Parsonex Advisory Services
Colorado
$458K -$23.5K -59 -5%
NFP
3312
Narus Financial Partners
Utah
$456K -$130K -328 -23%
BFS
3313
Burkett Financial Services
South Carolina
$456K – – –
KCPT
3314
Kingstone Capital Partners Texas
Texas
$455K +$13.9K +35 +3%
HFM
3315
Hartford Financial Management
Connecticut
$454K – – –
FA
3316
FF Advisors
California
$454K +$4.38K +11 +1%
JEST
3317
JTC Employer Solutions Trustee
Jersey
$453K – – –
CCA
3318
Cypress Capital Advisors
Tennessee
$453K -$25.1K -63 -6%
WWC
3319
Waypoint Wealth Counsel
Georgia
$452K -$311K -782 -42%
SDAM
3320
Shulman DeMeo Asset Management
New York
$452K +$10.7K +27 +3%
ZC
3321
Zeit Capital
Colorado
$451K -$11.9K -30 -3%
HFA
3322
Highland Financial Advisors
New Jersey
$451K -$1.99K -5 -0.5%
CPC
3323
Cookson Peirce & Co
Pennsylvania
$450K +$62.8K +158 +17%
FWM
3324
FSR Wealth Management
Illinois
$450K +$68K +171 +19%
DC
3325
Dorval Corp
Minnesota
$449K +$41K +103 +11%
131 132
133
134 135