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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2601
Summit Wealth & Retirement Planning
California
$254K – – –
TCM
2602
Traynor Capital Management
Pennsylvania
$254K -$11.4K -119 -4%
MPM
2603
Meritage Portfolio Management
Kansas
$254K +$5.26K +55 +2%
SWM
2604
Sugarloaf Wealth Management
Georgia
$254K -$138K -1,448 -33%
LFGO
2605
Legacy Financial Group (Oklahoma)
Oklahoma
$253K +$279K +2,914 New
RCWM
2606
Royal Capital Wealth Management
Indiana
$253K -$12.4K -130 -4%
NWM
2607
Northwest Wealth Management
Iowa
$253K -$95.6K -1,000 -26%
ACM
2608
Alethea Capital Management
Washington
$252K – – –
WOC
2609
West Oak Capital
California
$252K +$7.17K +75 +3%
AWA
2610
Aletheian Wealth Advisors
Washington
$251K +$277K +2,893 New
B
2611
Bellecapital
Switzerland
$251K -$195K -2,041 -41%
ECAM
2612
East Coast Asset Management
Massachusetts
$251K – – –
TFF
2613
The Family Firm
Maryland
$251K +$69.9K +731 +34%
BWM
2614
BCS Wealth Management
Tennessee
$251K +$28.7K +300 +12%
PFA
2615
Pathway Financial Advisors
Vermont
$251K – – –
NFA
2616
Northern Financial Advisors
Michigan
$251K +$276K +2,885 New
FPGK
2617
Financial Partners Group (Kansas)
Kansas
$250K -$7.17K -75 -3%
ICP
2618
Interchange Capital Partners
Pennsylvania
$250K -$13.6K -142 -5%
PAM
2619
Peninsula Asset Management
Florida
$250K – – –
HFP
2620
Holistic Financial Partners
Indiana
$249K +$54.8K +573 +25%
MAM
2621
Meeder Asset Management
Ohio
$249K -$2.3M -24,071 -89%
CWM
2622
Centric Wealth Management
Illinois
$248K +$16.9K +177 +7%
PHAM
2623
Palisades Hudson Asset Management
Florida
$248K -$3.92K -41 -1%
TC
2624
Titleist Capital
Texas
$248K -$55.4K -579 -17%
TFA
2625
Triad Financial Advisors
North Carolina
$247K +$44.1K +461 +19%
103 104
105
106 107