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Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
3726
Thurston Springer Miller Herd & Titak
Indiana
$2.62M -$698K -3,170 -20%
TWPM
3727
Total Wealth Planning & Management
Florida
$2.62M -$412K -1,872 -13%
SB
3728
SIG Brokerage
New York
$2.61M +$511K +2,320 +23%
RCA
3729
Ranch Capital Advisors
Florida
$2.61M +$23.8K +108 +0.9%
PMSA
3730
Patrick M. Sweeney & Associates
Illinois
$2.61M -$4.4K -20 -0.2%
MWP
3731
Momentum Wealth Planning
Florida
$2.6M -$120K -547 -4%
NCTC
3732
New Covenant Trust Company
Indiana
$2.59M +$303K +1,378 +12%
WIM
3733
Warwick Investment Management
Texas
$2.59M +$91.6K +416 +3%
JWM
3734
Jacksonville Wealth Management
Florida
$2.59M +$26.6K +121 +1%
QCM
3735
Qsemble Capital Management
New York
$2.59M +$2.74M +12,424 New
SFS
3736
Symphony Financial Services
Ohio
$2.59M -$43.4K -197 -2%
SFWC
3737
Strategic Family Wealth Counselors
New Jersey
$2.59M -$1.65M -7,508 -38%
PPA
3738
Pilgrim Partners Asia
Singapore
$2.58M -$36.3K -165 -1%
PH
3739
Pinnacle Holdings
Oklahoma
$2.58M +$291K +1,323 +12%
MWC
3740
MBM Wealth Consultants
Missouri
$2.58M +$81K +368 +3%
FBFS
3741
First Business Financial Services
Wisconsin
$2.58M +$338K +1,537 +14%
LAM
3742
Lifestyle Asset Management
Texas
$2.57M +$2.06M +9,334 +309%
M
3743
MYeCFO
California
$2.57M -$33.2K -151 -1%
SPAS
3744
Spectrum Planning & Advisory Services
California
$2.57M +$190K +863 +8%
OCWP
3745
Owl Creek Wealth Partners
Colorado
$2.57M +$2.72M +12,343 New
BC
3746
Brio Consultants
California
$2.57M +$252K +1,146 +14%
CA
3747
Corrado Advisors
New Jersey
$2.57M +$53.5K +243 +2%
HWM
3748
Howard Wealth Management
Connecticut
$2.57M +$855K +3,884 +46%
DI
3749
Disciplined Investors
Texas
$2.56M +$102K +464 +4%
MCWA
3750
Meadow Creek Wealth Advisors
Georgia
$2.56M +$235K +1,069 +10%
148 149
150
151 152