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Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
2051
Gen-Wealth Partners
Michigan
$536K +$367K +1,633 +187%
BHWM
2052
Bar Harbor Wealth Management
New Hampshire
$536K -$2.25K -10 -0.4%
BPMC
2053
Buckland Partners Management Co
New York
$535K +$561K +2,500 New
CRI
2054
Colonial River Investments
Virginia
$535K +$152K +675 +37%
SEP
2055
Signature Equity Partners
Ohio
$535K +$561K +2,498 New
CCG
2056
Coastwise Capital Group
California
$534K -$141K -630 -20%
WP
2057
WealthShield Partners
North Carolina
$533K -$22K -98 -4%
CAM
2058
Cidel Asset Management
Ontario, Canada
$533K -$15.5K -69 -3%
MSWM
2059
McGlone Suttner Wealth Management
Wisconsin
$531K +$135K +602 +32%
SA
2060
Strategic Advisors
New York
$531K +$449 +2 +0.1%
TWM
2061
Trueblood Wealth Management
Ohio
$527K -$104K -464 -16%
SMA
2062
Seven Mile Advisory
New Jersey
$526K -$75.9K -338 -12%
SL
2063
SWMG LLC
Texas
$525K -$5.84K -26 -1%
MWP
2064
Madison Wealth Partners
Wisconsin
$524K +$28.3K +126 +5%
FP
2065
Financial Perspectives
Minnesota
$523K – – –
CF
2066
Carlson Financial
Oregon
$523K +$548K +2,440 New
PCMU
2067
Paragon Capital Management (Utah)
Utah
$521K +$546K +2,432 New
SWM
2068
Sherman Wealth Management
Maryland
$521K +$546K +2,432 New
CIA
2069
Caerus Investment Advisors
Texas
$520K +$43.3K +193 +9%
DI
2070
Decision Investments
California
$520K +$546K +2,430 New
CAAS
2071
Capital Asset Advisory Services
Michigan
$520K -$79.3K -353 -13%
CCM
2072
Charter Capital Management
Wisconsin
$520K – – –
HPM
2073
Hoxton Planning & Management
West Virginia
$520K +$16.2K +72 +3%
EA
2074
Everpar Advisors
Oklahoma
$518K +$61.3K +273 +13%
BPAMU
2075
BTG Pactual Asset Management US
New York
$517K +$543K +2,416 New
81 82
83
84 85