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Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
3201
MBB Public Markets
Illinois
$324K +$303K +1,938 New
IRC
3202
Investors Research Corp
Georgia
$324K +$17.8K +114 +6%
MLA
3203
MB, Levis & Associates
Pennsylvania
$324K -$4.7K -30 -2%
PCS
3204
Private Client Services
Kentucky
$323K +$37.7K +241 +14%
PFA
3205
Pathway Financial Advisors
Vermont
$323K -$4.38K -28 -1%
BFP
3206
Brewster Financial Planning
New York
$323K – – –
AWM
3207
AllSquare Wealth Management
New York
$323K – – –
DWM
3208
DecisionMap Wealth Management
Virginia
$322K +$35.2K +225 +13%
GWA
3209
GGM Wealth Advisors
Maryland
$321K +$157 +1 +0%
VFPW
3210
Vantage Financial Partners (Wisconsin)
Wisconsin
$321K -$470 -3 -0.2%
BWG
3211
Boomfish Wealth Group
Georgia
$321K -$12.5K -80 -4%
SCG
3212
Sonata Capital Group
Washington
$321K – – –
KCM
3213
KRS Capital Management
Michigan
$320K -$2.5K -16 -0.8%
AGA
3214
Arkos Global Advisors
Texas
$320K -$2.19K -14 -0.7%
TB
3215
Terril Brothers
Missouri
$320K -$43K -275 -13%
FPW
3216
Flywheel Private Wealth
California
$320K – – –
FFO
3217
Fortitude Family Office
Arizona
$317K -$455K -2,909 -61%
FP
3218
Fiduciary Planning
Florida
$317K +$157 +1 +0.1%
ODA
3219
One Degree Advisors
California
$316K -$204K -1,305 -41%
F4L
3220
Fortune 45 LLC
Louisiana
$315K -$450K -2,876 -60%
CGH
3221
CMG Global Holdings
Texas
$315K -$470K -3,005 -57%
JCM
3222
Jacobsen Capital Management
Utah
$315K +$45.9K +293 +18%
IA
3223
Insight Advisors
Pennsylvania
$315K +$14.7K +94 +5%
WWM
3224
Wolff Wiese Magana
California
$315K +$9.24K +59 +3%
CFS
3225
CGC Financial Services
Oregon
$314K -$5.95K -38 -2%
127 128
129
130 131