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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1601
Bison Wealth
Georgia
$859K +$21.5K +77 +2%
HLOC
1602
H.L. Ormond & Company
North Carolina
$858K +$122K +436 +16%
SFG
1603
StrategIQ Financial Group
Indiana
$857K – – –
AWM
1604
Aspire Wealth Management
Massachusetts
$857K +$1.12K +4 +0.1%
CWG
1605
Crown Wealth Group
North Carolina
$856K -$5.87K -21 -0.6%
WWM
1606
Windsor Wealth Management
Indiana
$855K +$543K +1,945 +103%
LAS
1607
LWM Advisory Services
Florida
$854K +$59.2K +212 +7%
WW
1608
Waterfront Wealth
Kansas
$852K +$31.6K +113 +3%
RIM
1609
Rockbridge Investment Management
New York
$851K +$198K +708 +28%
SCM
1610
Sitrin Capital Management
California
$851K – – –
FMP
1611
Financial Management Professionals
Texas
$850K +$114K +407 +15%
NWMG
1612
National Wealth Management Group
Ohio
$849K -$231K -827 -21%
HW
1613
Hamilton Wealth
California
$849K -$13.1K -47 -1%
AFT
1614
Alpha Family Trust
California
$846K +$53.1K +190 +6%
MCM
1615
Maryland Capital Management
Maryland
$845K +$18.7K +67 +2%
AIA
1616
Affinity Investment Advisors
California
$844K -$1.4K -5 -0.2%
BCP
1617
Blackhawk Capital Partners
Wisconsin
$842K -$42.7K -153 -5%
CCP
1618
Clarkston Capital Partners
Michigan
$841K -$838 -3 -0.1%
CAGAS
1619
Capital Advisory Group Advisory Services
Minnesota
$840K -$16.8K -60 -2%
EW
1620
Evoke Wealth
California
$840K +$33.2K +119 +4%
SWM
1621
Sugarloaf Wealth Management
Georgia
$840K +$140K +500 +19%
KFA
1622
Kelleher Financial Advisors
New York
$838K -$16.8K -60 -2%
ST
1623
Spinnaker Trust
Maine
$836K -$33.5K -120 -4%
MCA
1624
Magnolia Capital Advisors
Mississippi
$836K – – –
SF
1625
Symphony Financial
Texas
$835K -$799K -2,861 -48%
63 64
65
66 67