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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1651
Brophy Wealth Management
New Hampshire
$368K +$331K +1,951 New
JCM
1652
Jacobsen Capital Management
Utah
$368K +$38.6K +228 +13%
PRS
1653
Pinkerton Retirement Specialists
Idaho
$367K -$442K -2,611 -57%
FMC
1654
First Merchants Corp
Indiana
$366K +$329K +1,940 New
RGC
1655
Roberts, Glore & Co
Illinois
$366K -$7.46K -44 -2%
CFA
1656
Capstone Financial Advisors
Illinois
$365K +$12.2K +72 +4%
FPCP
1657
Fort Point Capital Partners
California
$364K +$327K +1,928 New
ONSWM
1658
Old North State Wealth Management
North Carolina
$363K +$1.35K +8 +0.4%
NC
1659
Napatree Capital
Rhode Island
$363K +$49.1K +290 +18%
DOA
1660
D'Orazio & Associates
Virginia
$362K +$7.29K +43 +2%
CP
1661
Canopy Partners
Ohio
$362K +$121K +714 +59%
TCM
1662
Traynor Capital Management
Pennsylvania
$359K +$50K +295 +18%
CCAM
1663
Cascades Capital Asset Management
North Carolina
$359K +$322K +1,903 New
WP
1664
WealthShield Partners
North Carolina
$358K +$3.39K +20 +1%
FDCP
1665
Foster Dykema Cabot & Partners
Massachusetts
$358K +$86.9K +513 +37%
MPM
1666
MBB Public Markets
Illinois
$356K -$12.8M -75,595 -98%
APP
1667
Avantax Planning Partners
Iowa
$356K -$38.1K -225 -11%
HFF
1668
Halter Ferguson Financial
Indiana
$355K – – –
FL
1669
Fort LP
Maryland
$355K -$42.7K -252 -12%
TNBTD
1670
Trustmark National Bank Trust Department
Mississippi
$354K -$309K -1,824 -49%
SW
1671
SMART Wealth
Nebraska
$354K +$318K +1,875 New
MSFS
1672
Main Street Financial Solutions
Pennsylvania
$353K -$114K -675 -27%
WI
1673
WBI Investments
New Jersey
$353K +$317K +1,870 New
MCM
1674
MV Capital Management
Maryland
$352K +$1.19K +7 +0.4%
4WM
1675
4J Wealth Management
Virginia
$351K – – –
65 66
67
68 69