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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3201
Mendel Capital Management
Arkansas
$280K +$282K +3,607 New
WIM
3202
WealthPlan Investment Management
Nebraska
$280K +$282K +3,603 New
RW
3203
Rede Wealth
Virginia
$279K -$80.8K -1,032 -22%
OFW
3204
Omnia Family Wealth
Florida
$278K -$210K -2,686 -43%
SCA
3205
Sandy Cove Advisors
Massachusetts
$277K +$10.6K +135 +4%
HWMG
3206
Hurlow Wealth Management Group
Indiana
$277K +$1.33K +17 +0.5%
FCT
3207
First Community Trust
Iowa
$277K +$7.83K +100 +3%
KFS
3208
Kelly Financial Services
Massachusetts
$277K -$2.35K -30 -0.8%
MFS
3209
McNamara Financial Services
Massachusetts
$277K – – –
JLBC
3210
J.L. Bainbridge & Co
Florida
$276K -$235 -3 -0.1%
CAAM
3211
Cornerstone Advisors Asset Management
Pennsylvania
$276K +$12.1K +155 +5%
AWM
3212
Abound Wealth Management
Tennessee
$276K +$8.69K +111 +3%
EFN
3213
Equita Financial Network
Pennsylvania
$276K -$39.5K -504 -12%
FFM
3214
Flagstone Financial Management
Nebraska
$276K +$278K +3,551 New
SM
3215
Sweeney & Michel
California
$275K – – –
EFL
3216
ERn Financial LLC
Wisconsin
$275K – – –
EP
3217
Essential Partners
California
$275K +$4.23K +54 +2%
SWTS
3218
Stonehaven Wealth & Tax Solutions
Wisconsin
$274K +$3.76K +48 +1%
WE
3219
Wealth Effects
Massachusetts
$273K +$20.4K +260 +8%
FL
3220
FreeGulliver LLC
Louisiana
$272K +$939 +12 +0.3%
VST
3221
Van Strum & Towne
California
$272K -$5.09K -65 -2%
PPG
3222
Peak Planning Group
Colorado
$271K +$548 +7 +0.2%
TB
3223
Terril Brothers
Missouri
$271K – – –
GA
3224
Goldstein Advisors
Wisconsin
$271K +$273K +3,492 New
EWM
3225
Endowment Wealth Management
Wisconsin
$271K +$17.2K +220 +7%
127 128
129
130 131