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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2801
Seamount Financial Group
Colorado
$665K +$3.9K +10 +0.6%
GWM
2802
Greenwich Wealth Management
Connecticut
$665K -$14.4K -37 -2%
RWRC
2803
R.W. Roge & Company
New York
$665K -$2.73K -7 -0.4%
BWM
2804
BankPlus Wealth Management
Mississippi
$664K -$23.4K -60 -3%
FCM
2805
Fairbanks Capital Management
California
$663K -$9.74K -25 -1%
PA
2806
PSI Advisors
Florida
$662K -$162K -416 -19%
CI
2807
Carroll Investors
South Carolina
$661K +$709K +1,819 New
MSWA
2808
Marshall & Sterling Wealth Advisors
New York
$660K +$49.9K +128 +8%
EBA
2809
Eagle Bay Advisors
New York
$660K -$7.41K -19 -1%
PAS
2810
Professional Advisory Services
Florida
$660K – – –
PCA
2811
Purkiss Capital Advisors
Connecticut
$658K +$390 +1 +0.1%
FBFS
2812
First Business Financial Services
Wisconsin
$658K +$30.8K +79 +5%
WFA
2813
WMG Financial Advisors
Tennessee
$657K -$19.9K -51 -3%
FI
2814
Finivi Inc
Massachusetts
$657K +$4.68K +12 +0.7%
FPW
2815
Fairvoy Private Wealth
Alabama
$655K +$26.1K +67 +4%
HIG
2816
Heritage Investment Group
Florida
$653K +$19.5K +50 +3%
CIA
2817
Compass Ion Advisors
Pennsylvania
$652K +$3.9K +10 +0.6%
AC
2818
Asio Capital
Kentucky
$652K -$9.74K -25 -1%
EPW
2819
Endeavor Private Wealth
Kansas
$651K +$572K +1,467 +473%
NCM
2820
Noesis Capital Mangement
Florida
$651K -$5.46K -14 -0.8%
SWIM
2821
Smallwood Wealth Investment Management
New Jersey
$651K – – –
FP
2822
Financial Perspectives
Minnesota
$650K -$20.3K -52 -3%
CWC
2823
Carolinas Wealth Consulting
North Carolina
$650K -$44.4K -114 -6%
PWM
2824
Purus Wealth Management
California
$650K -$26.5K -68 -4%
MKW
2825
Mullaney, Keating & Wright
Connecticut
$650K -$5.85K -15 -0.8%
111 112
113
114 115