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Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
2526
Pacific Wealth Strategies Group
California
$11.9M +$570K +2,525 +6%
MSFP
2527
Mark Sheptoff Financial Planning
Connecticut
$11.9M +$11.3K +50 +0.1%
AEPWM
2528
Atlantic Edge Private Wealth Management
Florida
$11.9M -$73.6K -326 -0.7%
MC
2529
Mathes Company
New York
$11.9M +$4.07K +18 +0%
CB
2530
Chris Bulman
California
$11.9M -$309K -1,370 -3%
IWS
2531
Insight Wealth Strategies
California
$11.9M +$1.95M +8,616 +23%
OPTFSNA
2532
Old Point Trust & Financial Services N A
Virginia
$11.8M +$71.2K +315 +0.7%
AMG
2533
Advisors Management Group
Wisconsin
$11.8M -$46.1K -204 -0.4%
TFA
2534
Transamerica Financial Advisors
Florida
$11.8M +$2.78M +12,299 +36%
CSI
2535
Cross Staff Investments
New York
$11.8M +$5.87K +26 +0.1%
HWM
2536
Heirloom Wealth Management
Colorado
$11.8M +$158K +699 +2%
OCM
2537
Orion Capital Management
California
$11.8M -$674K -2,984 -6%
RMP
2538
Richards, Merrill & Peterson
Washington
$11.8M -$162K -719 -2%
PFSC
2539
Peoples Financial Services Corp
Pennsylvania
$11.7M +$210K +931 +2%
PCM
2540
Poehling Capital Management
Wisconsin
$11.7M +$26K +115 +0.3%
TC
2541
Touchstone Capital
Pennsylvania
$11.7M +$10.4M +46,000 New
MA
2542
Modus Advisors
Minnesota
$11.7M -$393K -1,741 -4%
CA
2543
Centerpoint Advisors
Massachusetts
$11.7M +$163K +721 +2%
CCM
2544
Cloud Capital Management
Washington
$11.7M -$1.29M -5,700 -11%
HGWM
2545
Horst & Graben Wealth Management
Oregon
$11.7M +$17.2K +76 +0.2%
KF
2546
KKM Financial
Illinois
$11.7M +$579K +2,565 +6%
PVM
2547
Palogic Value Management
Texas
$11.7M -$198K -875 -2%
AFG
2548
ABLE Financial Group
Arizona
$11.6M -$155K -687 -1%
WLPWM
2549
Walled Lake Planning & Wealth Management
Illinois
$11.6M -$467K -2,069 -4%
WMA
2550
West Michigan Advisors
Michigan
$11.6M -$115K -508 -1%
100 101
102
103 104