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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1651
Ropes Wealth Advisors
Massachusetts
$1.08M +$95.6K +1,671 +9%
HWA
1652
HCR Wealth Advisors
California
$1.08M +$12.8K +224 +1%
FAM
1653
Formidable Asset Management
Ohio
$1.08M +$48.7K +852 +4%
FP
1654
Factorial Partners
New York
$1.07M – – –
WC
1655
Westhampton Capital
North Carolina
$1.07M +$6.58K +115 +0.6%
9WM
1656
9258 Wealth Management
Ohio
$1.07M +$14K +245 +1%
QWM
1657
QP Wealth Management
New Jersey
$1.07M -$5.72K -100 -0.5%
GSC
1658
G&S Capital
Colorado
$1.06M +$74.4K +1,300 +7%
FA
1659
Faithward Advisors
Pennsylvania
$1.05M -$93K -1,626 -8%
BCM
1660
Birmingham Capital Management
Alabama
$1.05M -$52.5K -917 -4%
HAM
1661
Hammer Asset Management
California
$1.04M -$2.02M -35,386 -65%
WA
1662
Wheatland Advisors
Pennsylvania
$1.04M -$685K -11,975 -38%
IAMOG
1663
Investors Asset Management of Georgia
Georgia
$1.04M -$173K -3,020 -13%
NG
1664
Northstar Group
New York
$1.04M -$22K -385 -2%
CPIG
1665
Chicago Partners Investment Group
Illinois
$1.04M +$121K +2,122 +14%
DA
1666
Detalus Advisors
Missouri
$1.04M +$388K +6,784 +54%
OFS
1667
Orrstown Financial Services
Pennsylvania
$1.04M +$2.23K +39 +0.2%
ICM
1668
IMS Capital Management
Oregon
$1.04M +$128K +2,235 +13%
CL
1669
Choreo LLC
Illinois
$1.04M -$220K -3,850 -17%
LSAG
1670
Lake Street Advisors Group
New Hampshire
$1.04M +$261K +4,562 +31%
AIM
1671
Aspen Investment Management
Michigan
$1.03M +$97.3K +1,700 +10%
ESB
1672
Essex Savings Bank
Connecticut
$1.03M -$48.9K -855 -4%
RHP
1673
Royal Harbor Partners
Texas
$1.02M +$831K +14,526 +321%
PD
1674
Planning Directions
Pennsylvania
$1.02M +$1.09M +19,020 New
SWA
1675
SFMG Wealth Advisors
Texas
$1.02M +$104K +1,817 +11%
65 66
67
68 69