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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2701
Matisse Capital
Oregon
$702K – – –
FWP
2702
Firethorn Wealth Partners
Georgia
$702K +$5.84K +16 +0.9%
CFA
2703
Cahill Financial Advisors
Minnesota
$701K -$6.57K -18 -1%
SWM
2704
SFG Wealth Management
Maryland
$700K – – –
BP
2705
Broadleaf Partners
Ohio
$700K -$5.47K -15 -0.9%
FFG
2706
Fiduciary Financial Group
California
$699K +$4.01K +11 +0.7%
WS
2707
Wela Strategies
Georgia
$699K – – –
LFA
2708
Laraway Financial Advisors
Minnesota
$698K +$114K +312 +22%
PWM
2709
Palumbo Wealth Management
New York
$698K +$3.65K +10 +0.6%
KFA
2710
Kapstone Financial Advisors
Ohio
$696K – – –
FBFS
2711
First Business Financial Services
Wisconsin
$695K -$77.3K -212 -11%
BCMLT
2712
Beacon Capital Management LLC (Tennessee)
Tennessee
$693K +$53.6K +147 +9%
LWP
2713
LMG Wealth Partners
Louisiana
$693K +$365 +1 +0.1%
VBWMG
2714
Von Berge Wealth Management Group
California
$693K +$2.19K +6 +0.3%
FI
2715
Finivi Inc
Massachusetts
$690K -$1.09K -3 -0.2%
LW
2716
Libra Wealth
California
$688K – – –
ASBI
2717
American State Bank (Iowa)
Iowa
$687K +$9.12K +25 +1%
BBA
2718
Braun-Bostich & Associates
Pennsylvania
$687K -$43.4K -119 -7%
WFG
2719
Wills Financial Group
Virginia
$686K +$365 +1 +0.1%
PHAM
2720
Palisades Hudson Asset Management
Florida
$686K -$24.4K -67 -4%
MCA
2721
MSH Capital Advisors
Arizona
$685K -$28.8K -79 -4%
WA1
2722
Wimmer Associates 1
California
$685K +$18.2K +50 +3%
SGCA
2723
Steel Grove Capital Advisors
Tennessee
$684K +$106K +291 +20%
FCA
2724
FLC Capital Advisors
California
$683K -$210K -575 -25%
BEW
2725
Burton Enright Welch
California
$683K +$365 +1 +0.1%
107 108
109
110 111