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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
4451
Algert Global
California
$455K +$421K +2,520 New
O3W
4452
Omni 360 Wealth
New Jersey
$454K -$51.6K -309 -11%
HSWS
4453
Higgins & Schmidt Wealth Strategies
Colorado
$454K -$24.9K -149 -6%
MWPCG
4454
Measured Wealth Private Client Group
New Hampshire
$453K -$8.01K -48 -2%
JGIA
4455
Jackson Grant Investment Advisers
Connecticut
$453K – – –
MWM
4456
Maltin Wealth Management
New Jersey
$452K +$13K +78 +3%
SDJVC
4457
St. Denis J. Villere & Co
Louisiana
$451K – – –
NFA
4458
Northern Financial Advisors
Michigan
$450K +$105K +629 +34%
MSF
4459
Mustard Seed Financial
Arkansas
$450K +$37.2K +223 +10%
PWMG
4460
Private Wealth Management Group
New Jersey
$450K +$6.68K +40 +2%
RWRC
4461
R.W. Roge & Company
New York
$447K – – –
JBA
4462
Johnson Bixby & Associates
Washington
$446K -$74.3K -445 -15%
FP
4463
Foundry Partners
Minnesota
$444K -$25K -150 -6%
AFS
4464
Annapolis Financial Services
Maryland
$444K -$174K -1,040 -30%
MWM
4465
MBE Wealth Management
Wisconsin
$443K -$12K -72 -3%
OCFG
4466
O'Connor Financial Group
Illinois
$443K -$334 -2 -0.1%
PWMA
4467
Pension & Wealth Management Advisors
Massachusetts
$443K -$2.67K -16 -0.6%
DWM
4468
Denver Wealth Management
Colorado
$442K – – –
SI
4469
Sprott Inc
Ontario, Canada
$442K – – –
PF
4470
Penney Financial
Texas
$441K – – –
ST
4471
Somerset Trust
Pennsylvania
$441K +$41.6K +249 +11%
OWM
4472
Orgel Wealth Management
Wisconsin
$440K -$39.1K -234 -9%
CEI
4473
Clark Estates Inc
New York
$440K – – –
LFP
4474
Lakeshore Financial Planning
Michigan
$438K +$13.4K +80 +3%
KCM
4475
Kaye Capital Management
California
$438K -$51.7K -310 -11%
177 178
179
180 181