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Name Holding Trade Value Shares
Change 		Change in
Stake
YP
1651
YANKCOM Partnership
South Dakota
$378K +$405K +3,813 New
SSWM
1652
Sheets Smith Wealth Management
North Carolina
$378K +$25.4K +239 +7%
FM
1653
Family Management
New York
$378K +$72.3K +681 +22%
MA
1654
Montag & Associates
Georgia
$377K -$531 -5 -0.1%
MW
1655
Marcum Wealth
Ohio
$376K -$24.7K -233 -6%
CCA
1656
Carrera Capital Advisors
Michigan
$375K +$402K +3,784 New
KCIC
1657
Kuhn & Co Investment Counsel
Illinois
$373K -$425 -4 -0.1%
BP
1658
BWM Planning
Texas
$372K – – –
BFWM
1659
Bright Futures Wealth Management
New York
$371K +$10.3K +97 +3%
ESBC
1660
E.S. Barr & Co
Kentucky
$369K -$10.9K -103 -3%
GSWM
1661
Golden State Wealth Management
California
$368K +$394K +3,714 New
BFM
1662
Boothbay Fund Management
New York
$368K -$621K -5,849 -61%
PCG
1663
Prosperity Consulting Group
Maryland
$367K -$186K -1,752 -32%
BMO
1664
Beck Mack & Oliver
New York
$366K – – –
1WA
1665
180 Wealth Advisors
Washington
$366K -$1.27K -12 -0.3%
WI
1666
WrapManager Inc
California
$365K -$27K -254 -6%
PBO
1667
Peoples Bank (Ohio)
Ohio
$365K +$67.8K +639 +21%
WC
1668
Waterloo Capital
Texas
$364K +$59.4K +559 +18%
SF
1669
Safeguard Financial
Wisconsin
$363K -$70K -659 -15%
OHIS
1670
Oak Harvest Investment Services
Texas
$363K +$389K +3,661 New
IA
1671
Integrity Alliance
Iowa
$363K +$388K +3,657 New
TSMHT
1672
Thurston Springer Miller Herd & Titak
Indiana
$362K +$23.1K +218 +6%
JLBC
1673
J.L. Bainbridge & Co
Florida
$361K +$7.54K +71 +2%
BFPW
1674
BOK Financial Private Wealth
Colorado
$359K -$61.9K -583 -14%
HPBT
1675
Hickory Point Bank & Trust
Illinois
$359K +$385K +3,625 New
65 66
67
68 69