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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
3201
Jag Capital Management
Missouri
$521K +$187K +1,025 +69%
NWM
3202
Nolet Wealth Management
Texas
$521K +$5.65K +31 +1%
TFM
3203
TFC Financial Management
Massachusetts
$521K – – –
SGK
3204
Steigerwald Gordon & Koch
Virginia
$521K +$547 +3 +0.1%
HWM
3205
HFR Wealth Management
New York
$518K -$18.6K -102 -4%
TCM
3206
TD Capital Management
Tennessee
$517K -$6.2K -34 -1%
LG
3207
Leuthold Group
Minnesota
$516K -$13.5K -74 -3%
KCFA
3208
Key Client Fiduciary Advisors
New Jersey
$516K +$4.74K +26 +1%
BFG
3209
Bouchey Financial Group
New York
$516K +$174K +954 +54%
JRPIM
3210
Journey Retirement Planning & Investment Management
Idaho
$515K -$1.08M -5,931 -70%
SAM
3211
Sequent Asset Management
Texas
$515K +$9.12K +50 +2%
WFC
3212
Western Financial Corp
California
$515K +$1.64K +9 +0.4%
LSC
3213
Lesa Sroufe & Co
Washington
$514K – – –
IW
3214
Instrumental Wealth
Florida
$513K +$13.5K +74 +3%
CA
3215
Clune & Associates
Illinois
$512K +$1.09K +6 +0.2%
KIM
3216
Kestra Investment Management
Texas
$511K -$321K -1,758 -42%
GRQ
3217
Gardner Russo & Quinn
Pennsylvania
$511K -$36.5K -200 -7%
CWMGO
3218
Capstone Wealth Management Group (Oregon)
Oregon
$511K +$1.82K +10 +0.4%
FWP
3219
Flatrock Wealth Partners
California
$510K +$94.5K +518 +27%
GSWM
3220
Greenup Street Wealth Management
Michigan
$509K +$69.7K +382 +18%
DIM
3221
DLK Investment Management
California
$509K +$1.09K +6 +0.2%
HFO
3222
Heritage Family Offices
Arizona
$508K +$448K +2,455 New
AIP
3223
Avail Investment Partners
Pennsylvania
$508K +$448K +2,456 New
PFW
3224
Petros Family Wealth
Minnesota
$508K +$447K +2,454 New
SP
3225
Sequent Planning
Nebraska
$508K +$13.9K +76 +3%
127 128
129
130 131