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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
4026
Marquette Asset Management
Minnesota
$44.3K -$558 -3 -1%
JFG
4027
JDM Financial Group
Texas
$44.1K – – –
MCI
4028
MRP Capital Investments
Georgia
$43.8K – – –
SRCM
4029
Signature Resources Capital Management
California
$42.4K +$931 +5 +2%
FDW
4030
Fourth Dimension Wealth
Ohio
$41.9K -$31.6K -170 -40%
BFP
4031
Birchwood Financial Partners
Minnesota
$41.9K – – –
BH
4032
Burk Holdings
Oklahoma
$41.6K – – –
SFS
4033
Sunrise Financial Services
Washington
$41.1K -$4.65K -25 -9%
SFCL
4034
Strengthening Families & Communities LLC
Massachusetts
$40.9K +$6.33K +34 +16%
CWM
4035
Consultiva Wealth Management
Puerto Rico
$40.8K – – –
BFG
4036
Brandywine Financial Group
Tennessee
$40K – – –
VERPA
4037
Virginia Estate & Retirement Planning Advisors
Virginia
$39.8K – – –
DSC
4038
Daytona Street Capital
Missouri
$38.8K – – –
BHWM
4039
Bay Harbor Wealth Management
Maryland
$35.8K +$6.51K +35 +19%
IPS
4040
Investors Portfolio Services
Washington
$35.5K -$4.65K -25 -10%
APW
4041
Atlantic Private Wealth
North Carolina
$34.7K – – –
SWA
4042
Strategic Wealth Advisors
Arizona
$33K +$14K +75 +52%
MIM
4043
Marshall Investment Management
Colorado
$32.7K +$36.7K +197 New
DF
4044
Downshift Financial
Colorado
$31K +$34.8K +187 New
SC
4045
Swan Capital
Florida
$30.8K +$3.16K +17 +10%
PP
4046
Paladin Partners
Wisconsin
$30.3K – – –
PFO
4047
Pioneer Family Office
Florida
$29.8K – – –
BDPWM
4048
Barnes Dennig Private Wealth Management
Ohio
$28.5K – – –
JAM
4049
JCIC Asset Management
Ontario, Canada
$28.3K – – –
PJC
4050
Phillip James Consulting
Minnesota
$28K – – –
160 161
162
163 164