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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1351
HBC Financial Services
Washington
$681K +$17.4K +102 +4%
BWM
1352
Buckley Wealth Management
Nevada
$677K +$491K +2,880 New
QPWM
1353
Quadrant Private Wealth Management
Pennsylvania
$676K +$12.3K +72 +3%
IFAM
1354
Institutional & Family Asset Management
Colorado
$675K +$64K +375 +15%
PPP
1355
Private Portfolio Partners
New Jersey
$673K -$286K -1,677 -37%
WIA
1356
World Investment Advisors
California
$672K +$421K +2,469 New
FC
1357
Financial Consulate
Maryland
$671K +$35.3K +207 +8%
IA
1358
IFG Advisors
Missouri
$669K +$39.4K +231 +9%
AF
1359
Aldebaran Financial
$665K -$61.4K -360 -11%
EPA
1360
Element Pointe Advisors
Florida
$665K +$16.4K +96 +4%
SWRP
1361
Summit Wealth & Retirement Planning
California
$664K +$173K +1,011 +56%
MYIA
1362
Mount Yale Investment Advisors
Colorado
$663K +$2.56K +15 +0.5%
DCM
1363
Donaldson Capital Management
Indiana
$663K +$87K +510 +22%
AWM
1364
Act Wealth Management
Texas
$663K +$481K +2,820 New
MFG
1365
Menard Financial Group
Texas
$661K +$18.4K +108 +4%
ACP
1366
Aviance Capital Partners
Florida
$661K +$189K +1,110 +65%
CAMG
1367
CWA Asset Management Group
Florida
$659K +$478K +2,802 New
ZF
1368
Zhang Financial
Michigan
$658K – – –
SB
1369
Sunflower Bank
Texas
$656K +$476K +2,787 New
BFPW
1370
BOK Financial Private Wealth
Colorado
$654K +$45.1K +264 +10%
BFA
1371
Bragg Financial Advisors
North Carolina
$653K -$192K -1,125 -29%
HFS
1372
Howard Financial Services
Texas
$653K -$46.1K -270 -9%
JAWM
1373
J. Arnold Wealth Management
Ohio
$653K +$61.4K +360 +15%
TPA
1374
Trivium Point Advisory
Connecticut
$650K +$76.8K +450 +23%
CG
1375
Clarus Group
Texas
$650K +$408K +2,388 New
53 54
55
56 57