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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
3226
Fulcrum Wealth Advisors
Washington
$350K +$350K +2,298 New
RPGNY
3227
Retirement Planning Group (New York)
New York
$350K +$4.87K +32 +1%
AIS
3228
Advocate Investing Services
Maryland
$350K +$350K +2,295 New
MPIA
3229
Mountain Pacific Investment Advisers
Idaho
$349K – – –
MAC
3230
Mason & Associates (California)
California
$349K +$1.07K +7 +0.3%
PGWM
3231
Parisi Gray Wealth Management
New Jersey
$349K -$21.2K -139 -6%
BCM
3232
BTC Capital Management
Iowa
$349K +$88.8K +583 +34%
PWM
3233
Puff Wealth Management
New Jersey
$349K +$3.05K +20 +0.9%
BI
3234
Ballast Inc
Kentucky
$348K +$64.7K +425 +23%
WWC
3235
Waypoint Wealth Counsel
Georgia
$348K -$50.3K -330 -13%
ASCM
3236
Adkins Seale Capital Management
Louisiana
$348K +$348K +2,282 New
CFGSD
3237
Compass Financial Group (South Dakota)
South Dakota
$348K +$1.68K +11 +0.5%
BWM
3238
BlackDiamond Wealth Management
New York
$347K +$24.7K +162 +9%
LRWA
3239
Long Run Wealth Advisors
New York
$347K +$33.8K +222 +11%
GKIM
3240
GW&K Investment Management
Massachusetts
$347K +$15.5K +102 +5%
LWM
3241
LongView Wealth Management
Georgia
$347K -$50K -328 -13%
BFWA
3242
Benchmark Financial Wealth Advisors
Florida
$346K +$38.2K +251 +12%
NPF
3243
Norris Perne & French
Michigan
$346K +$2.74K +18 +0.8%
MCA
3244
McGuire Capital Advisors
Oklahoma
$346K +$346K +2,269 New
KCIC
3245
Kuhn & Co Investment Counsel
Illinois
$345K +$73.3K +481 +27%
WCM
3246
Wallace Capital Management
Texas
$345K -$191K -1,255 -36%
WCFA
3247
Walkner Condon Financial Advisors
Wisconsin
$345K -$25.6K -168 -7%
CWM
3248
Cooke Wealth Management
California
$345K +$314K +2,064 New
GC
3249
Guidance Capital
Kentucky
$345K -$20.6K -135 -6%
SWG
3250
Summit Wealth Group
Vermont
$344K +$9.44K +62 +3%
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