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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2926
Provence Wealth Management Group
California
$365K +$334K +878 New
MCG
2927
McCollum Christoferson Group
New York
$364K +$29.7K +78 +10%
BHWM
2928
Beaird Harris Wealth Management
Texas
$364K +$334K +878 New
ORC
2929
O'Rourke & Company
Massachusetts
$363K +$333K +874 New
KBFS
2930
Kohmann Bosshard Financial Services
Ohio
$361K +$1.14K +3 +0.3%
SSW
2931
Stone Summit Wealth
Florida
$361K +$330K +866 New
HCM
2932
Howard Capital Management
Georgia
$361K +$332K +871 New
PSF
2933
Pacific Sun Financial
California
$360K – – –
JGUA
2934
John G. Ullman & Associates
New York
$360K +$7.23K +19 +2%
CNWM
2935
Clay Northam Wealth Management
California
$359K +$329K +865 New
HPA
2936
High Probability Advisors
New York
$358K +$15.2K +40 +5%
6F
2937
626 Financial
Michigan
$355K +$325K +855 New
EWP
2938
Engrave Wealth Partners
Texas
$354K -$14.8K -39 -4%
CAM
2939
CenterStar Asset Management
Illinois
$353K – – –
JFG
2940
JMG Financial Group
Illinois
$353K – – –
SAM
2941
Synergy Asset Management
Washington
$353K +$323K +849 New
SFS
2942
Summit Financial Strategies
Ohio
$352K -$54.4K -143 -14%
EBSAM
2943
Eubel Brady & Suttman Asset Management
Ohio
$352K +$38.8K +102 +14%
CCM
2944
Crew Capital Management
Ohio
$351K – – –
PGWM
2945
Pitti Group Wealth Management
New York
$351K +$322K +845 New
KMC
2946
Kirr Marbach & Co
Indiana
$350K – – –
CCC
2947
Chelsea Counsel Company
California
$349K – – –
TCWM
2948
Total Clarity Wealth Management
Illinois
$349K +$11.4K +30 +4%
IF
2949
IRON Financial
Illinois
$348K – – –
RW
2950
RVW Wealth
California
$347K +$50.6K +133 +19%
116 117
118
119 120