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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
5251
Brightwater Advisory
Florida
$586K -$48.4K -220 -7%
TFG
5252
Tull Financial Group
Virginia
$586K -$5.28K -24 -0.8%
PWM
5253
Penobscot Wealth Management
Maine
$586K – – –
NAMM
5254
NorthStar Asset Management (Massachusetts)
Massachusetts
$585K -$22.7K -103 -4%
DF
5255
Define Financial
California
$584K +$42.5K +193 +7%
SJL
5256
Shayne & Jacobs LLC
Tennessee
$583K – – –
SFP
5257
SwitchPoint Financial Planning
Utah
$583K -$7.93K -36 -1%
KCM
5258
Kennicott Capital Management
California
$582K – – –
SA
5259
Sicart Associates
New York
$580K – – –
BFP
5260
Beacon Financial Planning
Massachusetts
$580K +$331K +1,503 +117%
SPW
5261
Sonoma Private Wealth
California
$580K -$628K -2,853 -51%
DI
5262
Disciplined Investments
Oklahoma
$579K -$220 -1 -0%
LWM
5263
Lighthouse Wealth Management
Ohio
$578K +$28.2K +128 +5%
TWCA
5264
Two West Capital Advisors
Kansas
$577K +$11.9K +54 +3%
CMP
5265
Coston McIsaac & Partners
Maine
$577K -$42.9K -195 -7%
JC
5266
JBGlobal.com
New York
$577K – – –
SWP
5267
ShoreHaven Wealth Partners
New Jersey
$576K -$5.72K -26 -0.9%
MFS
5268
McNamara Financial Services
Massachusetts
$576K – – –
SL
5269
Sentry LLC
Tennessee
$575K +$40.5K +184 +7%
LWM
5270
Latko Wealth Management
Illinois
$572K +$140K +637 +30%
PWM
5271
PMG Wealth Management
Illinois
$572K +$33.5K +152 +6%
FW
5272
Fidato Wealth
Ohio
$570K +$3.96K +18 +0.7%
CB
5273
Chris Bulman
California
$569K -$34.8K -158 -5%
AFG
5274
Arkansas Financial Group
Arkansas
$569K – – –
S
5275
Storgate
Texas
$568K +$20.7K +94 +4%
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211
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