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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
5001
Tower Wealth Partners
Pennsylvania
$785K -$385K -1,747 -32%
MF
5002
Manuka Financial
Virginia
$783K – – –
BWM
5003
Base Wealth Management
Florida
$781K -$118K -534 -12%
DAS
5004
DMKC Advisory Services
Iowa
$778K +$16.3K +74 +2%
PA
5005
Prosperity Advisers
Pennsylvania
$777K +$20K +91 +3%
JRPCML
5006
J. R. Prunier Capital Management LLC
Massachusetts
$776K -$334K -1,516 -29%
RWMH
5007
Riverpoint Wealth Management Holdings
Illinois
$775K – – –
WAM
5008
Westport Asset Management
Connecticut
$775K – – –
HA
5009
Hamel Associates
New Jersey
$774K -$5.5K -25 -0.7%
CC
5010
Climber Capital
Switzerland
$773K +$580K +2,633 +244%
ACM
5011
Arlington Capital Management
Illinois
$772K – – –
PGCM
5012
Prescott Group Capital Management
Oklahoma
$772K – – –
MA
5013
Mosaic Advisors
Texas
$771K – – –
FWM
5014
Fingerlakes Wealth Management
New York
$767K -$10.6K -48 -1%
SWM
5015
Shrier Wealth Management
California
$767K +$117K +533 +17%
MSCM
5016
McElhenny Sheffield Capital Management
Texas
$767K +$166K +755 +26%
DG
5017
Diesslin Group
Texas
$762K -$10.1K -46 -1%
SI
5018
Sprott Inc
Ontario, Canada
$761K – – –
FAM
5019
Frontier Asset Management
Wyoming
$760K +$181K +821 +29%
FH
5020
Financial Harvest
Florida
$759K -$84.8K -385 -10%
TAM
5021
Trillium Asset Management
Massachusetts
$759K -$2.86K -13 -0.4%
FG
5022
Fairman Group
Pennsylvania
$754K – – –
BAWM
5023
Bennett Associates Wealth Management
Pennsylvania
$754K +$103K +466 +15%
CBT
5024
CoreFirst Bank & Trust
Kansas
$754K +$8.81K +40 +1%
CA
5025
Commerce Advisors
Tennessee
$753K +$796K +3,615 New
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201
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