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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2701
One Charles Private Wealth Services
Massachusetts
$728K -$17.9K -49 -2%
CWM
2702
Centurion Wealth Management
Virginia
$725K -$53.5K -146 -6%
FAN
2703
Financial Advisors Network
California
$725K -$82.8K -226 -10%
WC
2704
Weil Company
California
$723K +$4.39K +12 +0.6%
OL
2705
Optas LLC
Texas
$723K -$247K -674 -24%
BBPWM
2706
Blue Bell Private Wealth Management
Pennsylvania
$722K -$131K -357 -15%
BWM
2707
Blossom Wealth Management
California
$722K -$22K -60 -3%
LOIP
2708
Live Oak Investment Partners
Texas
$722K -$70.3K -192 -8%
PCM
2709
Praxis Capital Management
Illinois
$722K +$768K +2,097 New
CA
2710
Claris Advisors
Missouri
$719K +$89.7K +245 +13%
SFG
2711
Seamount Financial Group
Colorado
$719K – – –
FPL
2712
Fortress Private Ledger
North Carolina
$717K -$8.06K -22 -1%
KBFS
2713
Kohmann Bosshard Financial Services
Ohio
$717K – – –
EIG
2714
Ellenbecker Investment Group
Wisconsin
$716K -$12.8K -35 -2%
BSSFA
2715
Baron Silver Stevens Financial Advisors
Florida
$716K -$44K -120 -5%
MCM
2716
Marathon Capital Management
Maryland
$715K +$73.3K +200 +11%
PA
2717
Probity Advisors
Texas
$714K -$98.5K -269 -11%
C1AG
2718
Client 1st Advisory Group
Florida
$714K +$72.5K +198 +11%
TCWM
2719
Total Clarity Wealth Management
Illinois
$713K +$4.39K +12 +0.6%
SF
2720
Sun Financial
Utah
$712K +$758K +2,070 New
SFC
2721
SYM Financial Corp
Indiana
$711K -$113K -308 -13%
QFA
2722
Quantum Financial Advisors
California
$711K +$150K +410 +25%
TC
2723
Trust Company
Kansas
$710K +$470K +1,283 +164%
CA
2724
Capital Advantage
California
$709K +$25.3K +69 +3%
WAL
2725
W Advisors LLC
Tennessee
$709K +$366 +1 +0%
107 108
109
110 111