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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMNY
4501
Landmark Wealth Management (New York)
New York
$3.09M -$95.8K -335 -3%
TCM
4502
Thoma Capital Management
Maryland
$3.09M +$19.2K +67 +0.6%
SIM
4503
SSI Investment Management
California
$3.08M – – –
BF
4504
Bonfire Financial
Colorado
$3.08M +$518K +1,810 +20%
MBI
4505
May Barnhard Investments
Maryland
$3.08M +$128K +449 +4%
PS
4506
Planning Strategies
Pennsylvania
$3.08M +$3.05M +10,647 New
RFP
4507
Roth Financial Partners
Texas
$3.08M – – –
CSWG
4508
Cardinal Strategic Wealth Guidance
Kentucky
$3.08M -$53.8K -188 -2%
SP
4509
Sequent Planning
Nebraska
$3.08M +$91K +318 +3%
FEM
4510
Fulcrum Equity Management
Texas
$3.08M +$58.9K +206 +2%
ACA
4511
Ascension Capital Advisors
Texas
$3.07M -$20.9K -73 -0.7%
CCM
4512
Chiron Capital Management
Florida
$3.07M +$36K +126 +1%
PC
4513
Permanens Capital
New York
$3.07M +$1.37M +4,800 +83%
4A
4514
4Wealth Advisors
Illinois
$3.07M -$52.3K -183 -2%
SWA
4515
ShankerValleau Wealth Advisors
Illinois
$3.06M -$105K -366 -3%
TF
4516
Tenzing Financial
Virginia
$3.06M +$97K +339 +4%
WP
4517
Walleye Partners
Wisconsin
$3.06M +$1.94M +6,782 +178%
LWM
4518
LightSquare Wealth Management
Michigan
$3.06M +$373K +1,303 +14%
RWRC
4519
R.W. Roge & Company
New York
$3.06M +$4.29K +15 +0.1%
FPTW
4520
Franklin, Parlapiano, Turner & Welch
Texas
$3.06M – – –
BAG
4521
Bauman Advisory Group
Nevada
$3.06M +$438K +1,533 +17%
TF
4522
Tudor Financial
Ohio
$3.05M -$39.8K -139 -1%
BHPW
4523
Box Hill Private Wealth
Arizona
$3.05M +$283K +989 +10%
FFL
4524
Financial Freedom LLC
Ohio
$3.05M +$2K +7 +0.1%
PWA
4525
PCG Wealth Advisors
Kansas
$3.05M +$48.9K +171 +2%
179 180
181
182 183