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