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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2801
SWMG LLC
Texas
$245K +$209K +1,999 New
OS
2802
Objectivity Squared
South Carolina
$245K +$218K +2,087 New
GWM
2803
Gray Wealth Management
Maine
$244K +$209K +1,997 New
OQS
2804
Occudo Quantitative Strategies
Florida
$244K +$208K +1,993 New
RCM
2805
Raleigh Capital Management
North Carolina
$244K +$36.8K +352 +21%
MSFP
2806
Mark Sheptoff Financial Planning
Connecticut
$244K -$10.4K -100 -5%
BWP
2807
Bernardo Wealth Planning
Pennsylvania
$243K +$208K +1,989 New
YCG
2808
Yeomans Consulting Group
Georgia
$243K +$207K +1,985 New
CP
2809
Canopy Partners
Ohio
$243K +$207K +1,982 New
FWM
2810
FMB Wealth Management
California
$242K +$207K +1,981 New
TSWM
2811
Tyler-Stone Wealth Management
Ohio
$242K -$82.3K -788 -28%
CWM
2812
Concentrum Wealth Management
California
$242K +$206K +1,976 New
SCI
2813
Silver Coast Investments
United States
$242K +$206K +1,974 New
BO
2814
Bank OZK
Arkansas
$241K +$206K +1,973 New
FPIS
2815
Financial Planning & Information Services
Wisconsin
$241K +$206K +1,973 New
LF
2816
Lee Financial
Texas
$241K – – –
WWMSC
2817
Wagner Wealth Management (South Carolina)
South Carolina
$241K +$205K +1,966 New
ZF
2818
Zhang Financial
Michigan
$241K +$205K +1,966 New
EWA
2819
Emergent Wealth Advisors
New York
$240K +$205K +1,963 New
HPM
2820
Hoxton Planning & Management
West Virginia
$240K +$205K +1,960 New
CBC
2821
Coombe, Bender & Co
New York
$240K +$7.21K +69 +4%
SRL
2822
Scientech Research LLC
New Jersey
$239K +$204K +1,956 New
JJBC
2823
James J. Burns & Company
New York
$239K -$86.3K -826 -30%
IAP
2824
Indie Asset Partners
Indiana
$239K +$204K +1,951 New
SPC
2825
Spirepoint Private Client
Florida
$239K +$204K +1,950 New
111 112
113
114 115