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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2826
Burt Wealth Advisors
Maryland
$322K +$27.2K +162 +9%
IWP
2827
IAG Wealth Partners
Wisconsin
$321K +$93.4K +557 +40%
CFGSD
2828
Compass Financial Group (South Dakota)
South Dakota
$321K -$1.84K -11 -0.6%
FPWM
2829
FSB Premier Wealth Management
Iowa
$320K -$12.2K -73 -4%
TFP
2830
Tilia Fiduciary Partners
North Carolina
$320K -$4.86K -29 -1%
KFS
2831
Kelly Financial Services
Massachusetts
$319K +$13.1K +78 +4%
TLFA
2832
True Link Financial Advisors
California
$319K – – –
KCM
2833
Kendall Capital Management
Maryland
$319K +$1.84K +11 +0.6%
NPF
2834
Norris Perne & French
Michigan
$319K -$64.4K -384 -16%
AMCA
2835
Arthur M. Cohen & Associates
Illinois
$317K +$75.4K +450 +30%
BIA
2836
Bigelow Investment Advisors
Maine
$317K – – –
KWM
2837
KFG Wealth Management
Indiana
$317K +$1.01K +6 +0.3%
LGG
2838
Luts & Greenleigh Group
Maryland
$317K -$15.1K -90 -4%
TCBWMS
2839
Texas Capital Bank Wealth Management Services
Texas
$315K +$8.05K +48 +3%
SWRP
2840
Summit Wealth & Retirement Planning
California
$315K -$91.2K -544 -22%
SIG
2841
Spinnaker Investment Group
California
$315K -$10.7K -64 -3%
SBF
2842
Sara-Bay Financial
Florida
$315K – – –
SFPG
2843
Stonebridge Financial Planning Group
Florida
$314K +$322K +1,923 New
RTC
2844
Riverview Trust Company
Washington
$313K – – –
BFM
2845
Boothbay Fund Management
New York
$312K -$337K -2,009 -51%
LOIP
2846
Live Oak Investment Partners
Texas
$312K – – –
KBFS
2847
Kohmann Bosshard Financial Services
Ohio
$311K +$13.1K +78 +4%
CFG
2848
Carr Financial Group
Massachusetts
$311K – – –
FWP
2849
Falcon Wealth Planning
California
$310K -$7.38K -44 -2%
TCM
2850
True Capital Management
California
$310K +$62.7K +374 +25%
112 113
114
115 116