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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2401
Polymer Capital Management
New York
$380K +$358K +3,411 New
WWG
2402
West Wealth Group
California
$380K +$358K +3,410 New
BWA
2403
Burt Wealth Advisors
Maryland
$380K -$20.4K -194 -5%
BW
2404
BIP Wealth
Georgia
$379K +$14K +133 +4%
JCM
2405
Janney Capital Management
Pennsylvania
$378K -$735 -7 -0.2%
SWA
2406
SFMG Wealth Advisors
Texas
$377K -$89.6K -853 -20%
BP
2407
Broadleaf Partners
Ohio
$377K – – –
M
2408
MATAURO
New York
$376K +$355K +3,375 New
CRWM
2409
Castle Rock Wealth Management
California
$375K -$64.4K -613 -15%
PCA
2410
Prosperity Capital Advisors
Ohio
$375K +$1.68K +16 +0.5%
ALC
2411
Alexander Labrunerie & Co
Missouri
$375K +$4.83K +46 +1%
MWM
2412
Mindset Wealth Management
Indiana
$374K -$68.9K -656 -16%
AF
2413
Affiance Financial
Minnesota
$373K -$28K -267 -7%
WCWM
2414
Willow Creek Wealth Management
California
$372K +$13K +124 +4%
EPIME
2415
Evelyn Partners Investment Management (Europe)
$372K +$351K +3,340 New
CL
2416
CVFG LLC
Indiana
$371K +$350K +3,335 New
HA
2417
Harbor Advisors
Florida
$371K -$150K -1,431 -30%
MF
2418
Manchester Financial
California
$371K -$10.5K -100 -3%
WMWM
2419
Whitaker-Myers Wealth Managers
Ohio
$370K +$349K +3,326 New
AWS
2420
Arkfeld Wealth Strategies
Nebraska
$370K +$2.52K +24 +0.7%
SIAG
2421
Signet Investment Advisory Group
Rhode Island
$370K -$525 -5 -0.2%
GWM
2422
GSB Wealth Management
Connecticut
$369K -$68.8K -655 -16%
SHFP
2423
Second Half Financial Partners
Florida
$369K -$19.5K -186 -5%
WA
2424
Whipplewood Advisors
Colorado
$368K +$347K +3,308 New
TNA
2425
True North Advisors
Texas
$368K +$14.6K +139 +4%
95 96
97
98 99