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Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3451
Balanced Wealth Group
Ohio
$321K +$19.9K +107 +6%
CMP
3452
Christine Messmer PC
Pennsylvania
$320K +$3.35K +18 +0.9%
TBC
3453
Ted Buchan & Co
California
$319K -$60.1K -323 -14%
NA
3454
Nautilus Advisors
California
$319K +$186 +1 +0.1%
BCA
3455
Bay Capital Advisors
Virginia
$318K – – –
IPAM
3456
Investment Partners Asset Management
New Jersey
$318K -$44.7K -240 -11%
TCG
3457
Transcendent Capital Group
Oklahoma
$317K -$9.31K -50 -3%
SWM
3458
Scissortail Wealth Management
Oklahoma
$317K -$614K -3,301 -63%
MHFA
3459
Mission Hills Financial Advisory
California
$317K +$170K +916 +92%
CCAL
3460
City Center Advisors LLC
Michigan
$317K +$4.84K +26 +1%
NPPM
3461
North Point Portfolio Managers
Ohio
$316K – – –
BFWM
3462
Bright Futures Wealth Management
New York
$316K +$65.5K +352 +23%
FFG
3463
Fortem Financial Group
California
$316K +$54.2K +291 +18%
CWM
3464
Centurion Wealth Management
Virginia
$315K -$70K -376 -17%
ACA
3465
Arsenal Capital Advisors
Pennsylvania
$315K +$5.96K +32 +2%
JBA
3466
Johnson Bixby & Associates
Washington
$315K -$65.1K -350 -16%
FL
3467
FreeGulliver LLC
Louisiana
$314K -$31.6K -170 -8%
FNWA
3468
Financial Network Wealth Advisors
Utah
$313K +$12.3K +66 +4%
SCG
3469
Sonata Capital Group
Washington
$312K -$25.1K -135 -7%
SCA
3470
Sulzberger Capital Advisors
Florida
$312K – – –
BCM
3471
Bayesian Capital Management
New York
$312K -$152K -818 -30%
FP
3472
Fiduciary Planning
Florida
$312K +$186 +1 +0.1%
CWA
3473
Cura Wealth Advisors
Illinois
$312K +$41.3K +222 +13%
ARA
3474
Approach Retirement Advisors
Alabama
$312K +$745 +4 +0.2%
LWPC
3475
Legacy Wealth Partners (Colorado)
Colorado
$311K +$27K +145 +8%
137 138
139
140 141