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Name Holding Trade Value Shares
Change 		Change in
Stake
ESC
3076
Eurizon SLJ Capital
$222K – – –
BHWM
3077
Bay Harbor Wealth Management
Maryland
$222K +$164K +524 +749%
SP
3078
Sequent Planning
Nebraska
$221K +$186K +593 New
VPW
3079
Variant Private Wealth
Virginia
$221K +$185K +592 New
SJL
3080
Shayne & Jacobs LLC
Tennessee
$221K +$185K +591 New
TIA
3081
Tandem Investment Advisors
South Carolina
$221K -$53.2K -170 -22%
FSA
3082
Financial Sense Advisors
California
$221K +$185K +591 New
AFWM
3083
Arta Finance Wealth Management
California
$221K +$185K +591 New
FCM
3084
Fortis Capital Management
Washington
$219K +$183K +586 New
LWP
3085
LFG Wealth Partners
Kentucky
$218K -$692K -2,209 -79%
FWM
3086
Foguth Wealth Management
Michigan
$218K +$200K +640 New
CPG
3087
Cornerstone Planning Group
New Jersey
$218K +$16.3K +52 +9%
JC
3088
JM2 Capital
Oklahoma
$218K +$183K +583 New
CW
3089
Cedarwood Wealth
Colorado
$218K +$182K +582 New
BDFN
3090
Bond & Devick Financial Network
Minnesota
$218K +$182K +582 New
PFM
3091
Potomac Fund Management
Florida
$218K +$182K +582 New
MCB
3092
Morton Community Bank
Illinois
$217K -$78.3K -250 -30%
OWM
3093
Orca Wealth Management
Florida
$216K -$43.2K -138 -19%
KWA
3094
Kondo Wealth Advisors
California
$216K +$181K +579 New
MFG
3095
Mosaic Financial Group
Illinois
$216K +$181K +579 New
AOWM
3096
Asset One Wealth Management
Washington
$216K +$188K +599 New
MSA
3097
McAlister Sweet & Associates
Texas
$215K +$180K +576 New
AFTS
3098
American Financial & Tax Strategies
New York
$215K +$180K +575 New
SFWA
3099
Summit Financial Wealth Advisors
Louisiana
$215K +$180K +575 New
HIG
3100
Heritage Investment Group
Florida
$215K +$180K +574 New
122 123
124
125 126