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Name Holding Trade Value Shares
Change 		Change in
Stake
AM
2526
Atwater Malick
Pennsylvania
$546K – – –
MGIA
2527
Matthew Goff Investment Advisor
Texas
$546K – – –
OAM
2528
Occidental Asset Management
California
$545K +$154K +884 +41%
JCM
2529
Jag Capital Management
Missouri
$543K -$5.24K -30 -1%
NFSG
2530
Newbridge Financial Services Group
Florida
$543K -$4.19K -24 -0.8%
CWM
2531
Chemistry Wealth Management
New York
$543K – – –
TCWA
2532
Ten Capital Wealth Advisors
Washington
$542K -$28.3K -162 -5%
TFGT
2533
TS Financial Group (TSFG)
Illinois
$541K +$698 +4 +0.1%
BFG
2534
Berger Financial Group
Minnesota
$540K -$33.9K -194 -6%
ACM
2535
Aljian Capital Management
Nevada
$538K – – –
VNA
2536
Valley National Advisers
Pennsylvania
$538K -$1.22K -7 -0.2%
LA
2537
Latitude Advisors
Florida
$536K +$175 +1 +0%
CFG
2538
Compton Financial Group
Maryland
$534K -$7.33K -42 -1%
AWM
2539
Ameliora Wealth Management
Switzerland
$534K – – –
FDS
2540
First Dallas Securities
Texas
$534K – – –
CWM
2541
Cabot Wealth Management
Massachusetts
$533K – – –
FW
2542
FirstPurpose Wealth
Utah
$532K +$37.3K +214 +8%
FA
2543
Fountainhead AM
New Jersey
$530K +$2.09K +12 +0.4%
AT
2544
American Trust
Kentucky
$530K +$76.3K +437 +17%
CIP
2545
Capital Insight Partners
Arizona
$529K +$75.2K +431 +17%
MPW
2546
MA Private Wealth
California
$529K +$3.49K +20 +0.7%
PWMG
2547
Provence Wealth Management Group
California
$529K +$514K +2,947 New
PWC
2548
PYA Waltman Capital
Tennessee
$529K +$96.2K +551 +23%
LFGO
2549
Legacy Financial Group (Oklahoma)
Oklahoma
$525K +$510K +2,924 New
AC
2550
ASB Consultores
Florida
$524K +$10.1K +58 +2%
100 101
102
103 104