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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3051
Constitution Capital
Connecticut
$280K -$30.2K -200 -10%
MAM
3052
Mainsail Asset Management
Alabama
$280K +$284K +1,876 New
SWP
3053
Summit Wealth Partners
Florida
$279K – – –
DA
3054
Dash Acquisitions
California
$279K -$204K -1,350 -41%
CWG
3055
Crown Wealth Group
North Carolina
$279K +$32.8K +217 +13%
SFM
3056
Signet Financial Management
New Jersey
$278K +$756 +5 +0.3%
AL
3057
ADE LLC
Maryland
$277K – – –
TSW
3058
Three Seasons Wealth
Utah
$277K +$12.7K +84 +5%
AWM
3059
Austin Wealth Management
Texas
$277K +$756 +5 +0.3%
FWM
3060
Focused Wealth Management
New York
$277K +$454 +3 +0.2%
ASG
3061
Ariston Services Group
California
$277K +$281K +1,858 New
VBWMG
3062
Von Berge Wealth Management Group
California
$277K -$11.5K -76 -4%
AWA
3063
Acorn Wealth Advisors
Michigan
$277K -$14.1K -93 -5%
SC
3064
Saturna Capital
Washington
$276K – – –
MAM
3065
McLean Asset Management
Virginia
$275K -$17.1K -113 -6%
RA
3066
Regis Acquisition
Colorado
$275K – – –
KF
3067
KKM Financial
Illinois
$275K +$279K +1,843 New
ASC
3068
Atalanta Sosnoff Capital
New York
$275K +$279K +1,842 New
WPW
3069
Watershed Private Wealth
Illinois
$275K -$49.2K -325 -15%
KWM
3070
KFG Wealth Management
Indiana
$274K – – –
IAP
3071
Indie Asset Partners
Indiana
$274K +$39K +258 +16%
SGK
3072
Steigerwald Gordon & Koch
Virginia
$274K -$30.4K -201 -10%
YCG
3073
Yeomans Consulting Group
Georgia
$274K +$278K +1,838 New
CAL
3074
Capital Advisors Ltd
Ohio
$274K +$9.68K +64 +4%
NEWAS
3075
N.E.W. Advisory Services
Wisconsin
$272K +$276K +1,826 New
121 122
123
124 125