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Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
2076
Principal Street Partners
Tennessee
$263K – – –
NEWAS
2077
N.E.W. Advisory Services
Wisconsin
$263K +$258K +1,313 New
GSEP
2078
Golden State Equity Partners
California
$263K +$15K +76 +6%
TCM
2079
TD Capital Management
Tennessee
$262K +$1.77K +9 +0.7%
WF
2080
Wayfinding Financial
Washington
$262K +$14.6K +74 +6%
DAS
2081
Diversify Advisory Services
Utah
$261K -$306K -1,554 -54%
NCM
2082
NCM Capital Management
New Jersey
$261K +$14K +71 +6%
MCM
2083
Manchester Capital Management
Vermont
$260K +$29.1K +148 +13%
PWP
2084
Perfromance Wealth Partners
Illinois
$260K -$80.9K -411 -24%
BCM
2085
Bourgeon Capital Management
Connecticut
$260K – – –
LWM
2086
Level Wealth Management
North Carolina
$260K – – –
MWM
2087
Mindset Wealth Management
Indiana
$260K +$2.16K +11 +0.9%
CA
2088
Continuum Advisory
Idaho
$260K +$46.6K +237 +22%
AIM
2089
Advyzon Investment Management
Illinois
$258K +$254K +1,291 New
SFC
2090
Swisher Financial Concepts
Ohio
$258K +$253K +1,288 New
CWM
2091
Chemistry Wealth Management
New York
$258K -$44.3K -225 -15%
IFA
2092
Independence Financial Advisors
New Hampshire
$257K +$252K +1,283 New
LC
2093
LCNB Corp
Ohio
$257K +$252K +1,283 New
PWM
2094
Palacios Wealth Management
Florida
$256K – – –
AWM
2095
Accredited Wealth Management
Kentucky
$256K +$21.6K +110 +9%
BFS
2096
Burr Financial Services
California
$256K +$252K +1,279 New
CWA
2097
Consilio Wealth Advisors
Washington
$256K +$14K +71 +6%
CWMS
2098
Cannon Wealth Management Services
North Carolina
$255K -$7.67K -39 -3%
EA
2099
Eclectic Associates
California
$255K +$251K +1,275 New
SIC
2100
Shoker Investment Counsel
Ohio
$255K +$197 +1 +0.1%
82 83
84
85 86