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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2526
Total Clarity Wealth Management
Illinois
$253K +$64.2K +240 +35%
COFSG
2527
Carbahal Olsen Financial Services Group
California
$252K – – –
SIS
2528
Sound Income Strategies
Florida
$252K +$91.7K +343 +59%
EAM
2529
Evanson Asset Management
California
$251K +$27K +101 +12%
TCOO
2530
Trust Company of Oklahoma
Oklahoma
$251K +$246K +919 New
MSA
2531
McAlister Sweet & Associates
Texas
$250K -$30.2K -113 -11%
NBWM
2532
North Berkeley Wealth Management
California
$250K +$245K +917 New
MPM
2533
MBB Public Markets
Illinois
$250K -$56.1K -210 -19%
ZIC
2534
ZWJ Investment Counsel
Georgia
$250K -$12K -45 -5%
BPAMU
2535
BTG Pactual Asset Management US
New York
$249K -$211K -791 -46%
YWS
2536
Yarger Wealth Strategies
Ohio
$248K +$244K +911 New
TA
2537
Tactive Advisors
Florida
$248K +$243K +908 New
CCA
2538
Catalyst Capital Advisors
New York
$247K -$39K -146 -14%
PP
2539
Postrock Partners
Oregon
$247K – – –
WA
2540
Westfuller Advisors
New York
$246K -$34.2K -128 -12%
AFM
2541
Armstrong Fleming & Moore
District of Columbia
$246K +$241K +901 New
VF
2542
Vawter Financial
Ohio
$245K -$6.95K -26 -3%
CPC
2543
Cookson Peirce & Co
Pennsylvania
$245K +$241K +900 New
ERWM
2544
Elk River Wealth Management
Colorado
$245K – – –
SFO
2545
Stenger Family Office
Illinois
$244K +$246K +922 New
VCM
2546
Vivaldi Capital Management
Illinois
$244K -$17.6K -66 -7%
TWM
2547
Topsail Wealth Management
North Carolina
$244K +$239K +895 New
SSWG
2548
Seven Springs Wealth Group
Tennessee
$244K -$27K -101 -10%
RWM
2549
Rialto Wealth Management
New York
$244K +$1.07K +4 +0.4%
BWP
2550
BlueStem Wealth Partners
Minnesota
$242K +$535 +2 +0.2%
100 101
102
103 104