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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2901
Madison Wealth Partners
Wisconsin
$341K +$59.4K +195 +22%
VNA
2902
Valley National Advisers
Pennsylvania
$341K -$12.2K -40 -4%
SC
2903
Sierra Capital
Florida
$341K – – –
CFGSD
2904
Compass Financial Group (South Dakota)
South Dakota
$341K +$329K +1,080 New
MSR
2905
Main Street Research
Connecticut
$341K +$25K +82 +8%
FPGK
2906
Financial Partners Group (Kansas)
Kansas
$340K -$5.18K -17 -2%
DBIA
2907
Dumont & Blake Investment Advisors
New Jersey
$340K -$55.4K -182 -14%
PP
2908
PrairieView Partners
Minnesota
$340K – – –
PGWM
2909
Pitti Group Wealth Management
New York
$340K +$327K +1,075 New
TFCP
2910
Twin Focus Capital Partners
Massachusetts
$339K -$78.6K -258 -19%
HFRG
2911
Houlihan Financial Resource Group
Virginia
$339K – – –
KLI
2912
Kelman-Lazarov Inc
Tennessee
$338K -$1.52K -5 -0.5%
JHP
2913
James Hambro & Partners
United Kingdom
$338K – – –
BCM
2914
Brainard Capital Management
Texas
$338K +$326K +1,069 New
SFS
2915
Summit Financial Strategies
Ohio
$337K +$61.2K +201 +23%
CTFG
2916
Capstone Triton Financial Group
Oklahoma
$337K +$325K +1,067 New
MA
2917
Momentum Advisors
New York
$337K +$305 +1 +0.1%
FNBSF
2918
First National Bank Sioux Falls
South Dakota
$337K -$48.7K -160 -13%
MAG
2919
Mayfair Advisory Group
Alabama
$336K -$34.1K -112 -10%
FC
2920
Forte Capital
New York
$334K +$33.2K +109 +11%
SWM
2921
Sculati Wealth Management
Michigan
$334K -$150K -491 -32%
GBA
2922
Garrison Bradford & Associates
New York
$332K – – –
SPWG
2923
Sage Private Wealth Group
Illinois
$332K -$7.62K -25 -2%
SLT
2924
St Louis Trust
Missouri
$332K -$714K -2,345 -69%
LAM
2925
Lifestyle Asset Management
Texas
$331K +$320K +1,049 New
115 116
117
118 119