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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1876
Holistic Planning
Texas
$616K +$572K +13,715 New
HBW
1877
Hazlett, Burt & Watson
West Virginia
$615K -$6.18K -148 -1%
SSWM
1878
Sheets Smith Wealth Management
North Carolina
$614K -$57.8K -1,386 -9%
SMA
1879
Sage Mountain Advisors
Georgia
$613K +$131K +3,143 +30%
HP
1880
Hyperion Partners
Pennsylvania
$613K +$43.2K +1,034 +8%
OL
1881
Optas LLC
Texas
$612K +$73.2K +1,754 +15%
NCFG
1882
New Century Financial Group
New Jersey
$612K +$25.2K +603 +5%
TF
1883
Tudor Financial
Ohio
$611K +$568K +13,610 New
DWMS
1884
Dominguez Wealth Management Solutions
Virginia
$611K +$3.13K +75 +0.6%
CAM
1885
Campion Asset Management
Virginia
$609K -$12.7K -305 -2%
SWM
1886
Salvus Wealth Management
New Jersey
$608K -$526K -12,611 -48%
PWM
1887
PBMares Wealth Management
Virginia
$608K -$48.3K -1,158 -8%
AFG
1888
Argent Financial Group
Louisiana
$607K +$565K +13,526 New
GA
1889
Geller Advisors
New York
$607K +$33K +790 +6%
CCP
1890
Cassia Capital Partners
North Carolina
$605K -$49.4K -1,183 -8%
GAG
1891
GM Advisory Group
New York
$604K -$491K -11,766 -47%
PWM
1892
Purus Wealth Management
California
$603K +$6.01K +144 +1%
MAG
1893
MRA Advisory Group
New Jersey
$603K -$52.8K -1,264 -9%
WAM
1894
Walker Asset Management
Missouri
$601K +$2.46K +59 +0.4%
CFG
1895
Carr Financial Group
Massachusetts
$600K -$137K -3,272 -20%
DTC
1896
Davidson Trust Company
Washington
$600K +$67K +1,605 +14%
EIM
1897
Essex Investment Management
Massachusetts
$599K -$7.39K -177 -1%
NAMP
1898
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$597K -$121K -2,900 -18%
NHT
1899
New Hampshire Trust
New Hampshire
$597K -$19K -456 -3%
BGAI
1900
Bruce G. Allen Investments
Colorado
$596K -$19.7K -472 -3%
74 75
76
77 78