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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1551
WealthTrust Asset Management
Florida
$763K +$172K +630 +23%
TWP
1552
Tempus Wealth Planning
California
$762K +$496K +1,818 +115%
TL
1553
Tradewinds LLC
North Carolina
$758K +$921K +3,375 New
MWM
1554
MinichMacGregor Wealth Management
New York
$757K +$8.19K +30 +0.9%
ZF
1555
Zhang Financial
Michigan
$754K +$33.6K +123 +4%
AIM
1556
Acropolis Investment Management
Missouri
$752K +$18K +66 +2%
WI
1557
WrapManager Inc
California
$750K -$15.6K -57 -2%
PFS
1558
Physicians Financial Services
North Carolina
$750K +$267K +978 +41%
IAG
1559
Investmark Advisory Group
Connecticut
$750K +$280K +1,026 +44%
BCP
1560
Blackhawk Capital Partners
Wisconsin
$747K – – –
RWI
1561
Red Wave Investments
Pennsylvania
$744K +$8.19K +30 +0.9%
FWM
1562
Foresight Wealth Management
Utah
$744K +$161K +588 +22%
GBT
1563
Grove Bank & Trust
Florida
$741K -$40.9K -150 -4%
WPWM
1564
Western Pacific Wealth Management
Illinois
$740K +$40.9K +150 +5%
CSA
1565
Cottage Street Advisors
Massachusetts
$739K +$898K +3,291 New
BA
1566
Ballew Advisors
Mississippi
$738K -$18.8K -69 -2%
MCWS
1567
McKinley Carter Wealth Services
West Virginia
$736K +$156K +570 +21%
MA
1568
MJP Associates
Connecticut
$735K -$60.6K -222 -6%
ST
1569
Spinnaker Trust
Maine
$735K -$5.73K -21 -0.6%
FCA
1570
FinTrust Capital Advisors
South Carolina
$734K -$22.1K -81 -3%
CC
1571
Cypress Capital
Tennessee
$731K -$213K -780 -19%
CAMG
1572
CWA Asset Management Group
Florida
$731K +$88.4K +324 +11%
ZIMP
1573
Zimmermann Investment Management & Planning
Pennsylvania
$730K +$41.8K +153 +5%
HFP
1574
Holistic Financial Partners
Indiana
$729K -$831K -3,045 -48%
HW
1575
Hamilton Wealth
California
$729K -$72.1K -264 -8%
61 62
63
64 65