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Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
3101
Integrity Wealth Solutions
Colorado
$345K +$308K +995 New
RA
3102
Ruggaard & Associates
Ohio
$342K -$1.55K -5 -0.5%
NC
3103
NinePointTwo Capital
California
$342K – – –
CFD
3104
Creative Financial Designs
Indiana
$342K +$26.9K +87 +10%
RSWA
3105
Robinson Smith Wealth Advisors
Maine
$341K +$305K +984 New
EHAM
3106
Eagle Harbor Asset Management
Washington
$341K – – –
EIA
3107
Eldridge Investment Advisors
New Hampshire
$340K – – –
WG
3108
Watchman Group
Texas
$339K +$5.88K +19 +2%
RA
3109
Rise Advisors
New York
$338K +$10.8K +35 +4%
SLT
3110
St Louis Trust
Missouri
$338K +$82.4K +266 +37%
MTC
3111
McDaniel Terry & Co
Texas
$337K -$153K -495 -34%
PWMG
3112
Pinnacle Wealth Management Group
Michigan
$337K – – –
PCM
3113
Pointe Capital Management
Michigan
$336K – – –
LD
3114
Lipe & Dalton
New York
$336K -$11.1K -36 -4%
EL
3115
Essex LLC
Illinois
$336K +$11.8K +38 +4%
PCA
3116
Pallas Capital Advisors
Massachusetts
$334K -$196K -634 -40%
SWMP
3117
Signature Wealth Management Partners
New Jersey
$332K +$310 +1 +0.1%
BWM
3118
BKM Wealth Management
Wisconsin
$332K +$296K +957 New
HA
3119
Hanover Advisors
South Carolina
$331K +$296K +955 New
DJYG
3120
David J. Yvars Group
Florida
$331K -$27.6K -89 -9%
CCA
3121
Criterion Capital Advisors
Tennessee
$330K +$295K +951 New
OIS
3122
Okabena Investment Services
Minnesota
$329K +$294K +950 New
ORC
3123
O'Rourke & Company
Massachusetts
$329K +$27.9K +90 +10%
FA
3124
Fountainhead AM
New Jersey
$327K +$82.7K +267 +39%
KPWG
3125
KFA Private Wealth Group
Virginia
$327K +$26.9K +87 +10%
123 124
125
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