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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2551
Operose Advisors
Wisconsin
$347K +$312K +5,468 New
KWM
2552
Kaydan Wealth Management
Michigan
$346K +$312K +5,466 New
SQA
2553
Simon Quick Advisors
New Jersey
$346K +$25.6K +448 +9%
FIM
2554
Fernwood Investment Management
Massachusetts
$346K +$28.6K +500 +10%
FCT
2555
First Community Trust
Iowa
$346K +$312K +5,459 New
OBWG
2556
Onyx Bridge Wealth Group
New York
$344K +$41.8K +732 +16%
CAWM
2557
Capital Advisors Wealth Management
Washington
$344K +$310K +5,426 New
BWM
2558
Bulltick Wealth Management
Florida
$343K – – –
PS
2559
Planned Solutions
California
$341K +$308K +5,384 New
OPWM
2560
Oakwell Private Wealth Management
Texas
$340K -$3.83K -67 -1%
PHAM
2561
Palisades Hudson Asset Management
Florida
$340K – – –
VFG
2562
V2 Financial group
Illinois
$339K +$306K +5,351 New
PFG
2563
Piershale Financial Group
Illinois
$339K – – –
MCA
2564
Millennium Capital Advisors
Arkansas
$339K +$306K +5,348 New
KW
2565
KWB Wealth
California
$337K +$304K +5,319 New
MJP
2566
Michael J. Puzo
$336K – – –
FFG
2567
Frisch Financial Group
New York
$336K +$25K +437 +9%
ACM
2568
Alpha Capital Management
Texas
$336K +$28.2K +494 +10%
ZCA
2569
Zeke Capital Advisors
Pennsylvania
$336K +$48.6K +850 +19%
WA
2570
Waverly Advisors
Alabama
$335K -$71.1K -1,245 -17%
FA
2571
Fermata Advisors
California
$335K -$42.6K -746 -12%
HCA
2572
Harbour Capital Advisors
Virginia
$335K -$13.3K -233 -4%
FCMT
2573
Founders Capital Management (Texas)
Texas
$335K -$3.37K -59 -1%
AC
2574
Apella Capital
Connecticut
$335K +$40K +701 +15%
LGA
2575
Lebenthal Global Advisors
New York
$332K +$300K +5,245 New
101 102
103
104 105