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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
2951
The Family Firm
Maryland
$232K +$407 +2 +0.2%
EIG
2952
Ellenbecker Investment Group
Wisconsin
$232K +$18.7K +92 +8%
NFP
2953
Narus Financial Partners
Utah
$231K -$35.8K -176 -12%
SAM
2954
Synergy Asset Management
Washington
$231K -$470K -2,312 -64%
BWM
2955
BCS Wealth Management
Tennessee
$231K -$112K -549 -30%
AFS
2956
Annapolis Financial Services
Maryland
$231K -$94.4K -464 -26%
GHAM
2957
Gilman Hill Asset Management
Connecticut
$231K -$58K -285 -18%
DWM
2958
Defined Wealth Management
Oregon
$231K +$264K +1,298 New
GCAC
2959
Guardian Capital Advisors (Canada)
Ontario, Canada
$230K -$35.6K -175 -12%
RCM
2960
Raleigh Capital Management
North Carolina
$230K -$34.8K -171 -12%
HWM
2961
Horizon Wealth Management
Illinois
$229K -$136K -670 -34%
CIA
2962
Caerus Investment Advisors
Texas
$229K -$102K -500 -28%
CAGAS
2963
Capital Advisory Group Advisory Services
Minnesota
$228K +$5.29K +26 +2%
PWM
2964
PRW Wealth Management
Massachusetts
$228K +$7.33K +36 +3%
CFFP
2965
Center for Financial Planning
Michigan
$228K +$8.75K +43 +3%
CRI
2966
Colonial River Investments
Virginia
$226K -$50.1K -246 -16%
CCG
2967
Coastwise Capital Group
California
$226K -$8.75K -43 -3%
CCC
2968
Chelsea Counsel Company
California
$224K -$609K -2,992 -70%
MWM
2969
Mascoma Wealth Management
New Hampshire
$223K -$9.36K -46 -4%
FCMC
2970
Founders Capital Management (Connecticut)
Connecticut
$223K – – –
WCAMG
2971
Woodard & Company Asset Management Group
North Carolina
$223K +$38.7K +190 +18%
KAM
2972
KEB Asset Management
Illinois
$222K -$24K -118 -9%
FWP
2973
Firethorn Wealth Partners
Georgia
$222K -$19.1K -94 -7%
FCMT
2974
Founders Capital Management (Texas)
Texas
$222K – – –
PFA
2975
Pathway Financial Advisors
Vermont
$221K – – –
117 118
119
120 121