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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
2476
EdgeRock Capital
Colorado
$217K +$185K +841 New
FWM
2477
Fonville Wealth Management
Virginia
$217K +$185K +842 New
UWPG
2478
Ullmann Wealth Partners Group
Florida
$216K +$184K +840 New
CPW
2479
Crestmont Private Wealth
Texas
$216K +$184K +839 New
OCM
2480
Orser Capital Management
Texas
$215K -$1.15M -5,220 -86%
EIP
2481
Ellis Investment Partners
Pennsylvania
$215K +$184K +837 New
MHWM
2482
Montz Harcus Wealth Management
Louisiana
$215K +$183K +835 New
S
2483
Sachetta
Massachusetts
$215K +$3.07K +14 +2%
PWM
2484
Penobscot Wealth Management
Maine
$214K +$183K +832 New
PWA
2485
Physician Wealth Advisors
Utah
$214K +$11.6K +53 +7%
RWM
2486
Rialto Wealth Management
New York
$213K +$1.98K +9 +1%
BI
2487
Ballast Inc
Kentucky
$213K +$181K +827 New
SFG
2488
Seamount Financial Group
Colorado
$213K +$181K +827 New
JWA
2489
JFS Wealth Advisors
Pennsylvania
$212K -$181K -824 -50%
HWA
2490
Hilltop Wealth Advisors
North Carolina
$212K +$181K +823 New
FGC
2491
Financial Gravity Companies
Texas
$211K +$180K +821 New
MFG
2492
Menard Financial Group
Texas
$211K +$180K +821 New
SIC
2493
Sigma Investment Counselors
Michigan
$211K +$180K +820 New
NC
2494
NewSquare Capital
Pennsylvania
$211K +$30.5K +139 +20%
LCS
2495
Levin Capital Strategies
New York
$211K +$180K +819 New
SO
2496
Sierra Ocean
California
$211K +$23.9K +109 +15%
EPW
2497
Endeavor Private Wealth
Kansas
$210K +$179K +818 New
BBWP
2498
Beacon Bridge Wealth Partners
Pennsylvania
$210K +$179K +817 New
CT
2499
Clearstead Trust
Maine
$210K +$6.36K +29 +4%
RWM
2500
Reston Wealth Management
Virginia
$210K +$179K +816 New
98 99
100
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