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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2801
Capital Planning
Washington
$234K -$183K -582 -41%
EFG
2802
Embree Financial Group
Illinois
$234K +$47.5K +151 +22%
FI
2803
Financial Insights
Washington
$234K +$13.8K +44 +6%
MWM
2804
Manske Wealth Management
Texas
$234K – – –
LW
2805
Livet Wealth
Utah
$233K -$114K -363 -31%
LCS
2806
Levin Capital Strategies
New York
$232K – – –
GA
2807
Goldstein Advisors
Wisconsin
$232K +$314 +1 +0.1%
EMC
2808
Everest Management Corp
California
$232K +$257K +818 New
RWM
2809
Rench Wealth Management
Texas
$232K +$314 +1 +0.1%
PWG
2810
Private Wealth Group
Florida
$232K -$19.5K -62 -7%
IP
2811
Isthmus Partners
Wisconsin
$232K -$1.57K -5 -0.6%
FA
2812
Financial Avengers
California
$231K +$314 +1 +0.1%
KWM
2813
KRM Wealth Management
Nevada
$231K +$314 +1 +0.1%
SAFS
2814
S&A Financial Services
Kansas
$230K +$255K +811 New
SPWM
2815
Smith Partners Wealth Management
North Carolina
$230K +$16.3K +52 +7%
OWA
2816
One Wealth Advisors
California
$230K – – –
GWM
2817
Greenhouse Wealth Management
Connecticut
$229K – – –
GMFG
2818
Greater Midwest Financial Group
Minnesota
$228K – – –
CHWM
2819
Cauble & Harre Wealth Management
Missouri
$228K – – –
GCM
2820
Gunpowder Capital Management
Maryland
$228K – – –
CSW
2821
Cogent Strategic Wealth
Illinois
$228K +$253K +804 New
WMWM
2822
Wilkins Miller Wealth Management
Alabama
$228K +$314 +1 +0.1%
KCAM
2823
Kagan Cocozza Asset Management
New Jersey
$228K – – –
SFG
2824
Seamount Financial Group
Colorado
$228K – – –
AWS
2825
Arkfeld Wealth Strategies
Nebraska
$227K – – –
111 112
113
114 115