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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2301
Planned Solutions
California
$261K +$6.33K +60 +2%
MA
2302
MJP Associates
Connecticut
$258K -$845 -8 -0.3%
WWA
2303
WC Walker & Associates
California
$258K +$257K +2,431 New
SMG
2304
Smart Money Group
Texas
$257K -$45.8K -434 -13%
ACM
2305
Armbruster Capital Management
New York
$257K – – –
KOC
2306
Koss-Olinger Consulting
Florida
$257K – – –
AWMG
2307
Alliance Wealth Management Group
New Jersey
$257K +$2.53K +24 +1%
TCM
2308
Towercrest Capital Management
Pennsylvania
$257K +$2.53K +24 +1%
CCA
2309
Cadent Capital Advisors
Oklahoma
$257K +$5.17K +49 +2%
AC
2310
AlphaCore Capital
California
$256K +$258K +2,446 New
NG
2311
NWK Group
California
$255K – – –
XS
2312
XR Securities
Illinois
$255K +$257K +2,430 New
MC
2313
Matisse Capital
Oregon
$254K -$20.3K -192 -7%
EDRIA
2314
Edmonds Duncan Registered Investment Advisors
Kansas
$254K – – –
MAM
2315
McCarthy Asset Management
California
$253K -$15.3K -145 -6%
FC
2316
Fusion Capital
South Carolina
$253K +$21K +199 +9%
AC
2317
Applied Capital
Arkansas
$252K +$9.92K +94 +4%
BA
2318
Bridgewater Advisors
New York
$251K +$53K +502 +26%
TFGT
2319
TS Financial Group (TSFG)
Illinois
$250K +$44.2K +419 +21%
NW
2320
NewEdge Wealth
Pennsylvania
$249K -$29K -275 -10%
OIM
2321
Oder Investment Management
California
$246K +$9.29K +88 +4%
UFA
2322
US Financial Advisors
Massachusetts
$245K -$170K -1,607 -41%
WFC
2323
Western Financial Corp
California
$244K +$950 +9 +0.4%
EWM
2324
Elite Wealth Management
Washington
$244K +$2.85K +27 +1%
BOM
2325
Bank of Marin
California
$244K +$5.07K +48 +2%
91 92
93
94 95