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Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
3376
Clay Northam Wealth Management
California
$345K +$26.1K +67 +8%
UWP
3377
Uniting Wealth Partners
Kansas
$345K -$2.34K -6 -0.6%
PSF
3378
Pacific Sun Financial
California
$344K -$7.01K -18 -2%
SC
3379
Stephens Consulting
Michigan
$344K +$43.6K +112 +14%
CTWM
3380
Cherry Tree Wealth Management
Minnesota
$343K – – –
PCM
3381
Poehling Capital Management
Wisconsin
$343K -$1.56K -4 -0.4%
MS
3382
Madden Securities
Texas
$343K – – –
RMC
3383
Ring Mountain Capital
California
$343K +$21K +54 +6%
CCM
3384
Chickasaw Capital Management
Tennessee
$342K -$3.9K -10 -1%
TSWM
3385
Triangle Securities Wealth Management
North Carolina
$342K – – –
VPP
3386
Vertex Planning Partners
Illinois
$342K +$779 +2 +0.2%
EA
3387
Echo45 Advisors
California
$341K +$7.79K +20 +2%
FA
3388
FDx Advisors
Illinois
$341K -$66.6K -171 -16%
WCWM
3389
Willow Creek Wealth Management
California
$341K +$390 +1 +0.1%
MWM
3390
Mascoma Wealth Management
New Hampshire
$341K -$10.5K -27 -3%
LWMM
3391
Legacy Wealth Management (Mississippi)
Mississippi
$340K -$151K -387 -29%
ORC
3392
O'Rourke & Company
Massachusetts
$339K +$15.6K +40 +5%
AFM
3393
Aspetuck Financial Management
Connecticut
$339K -$9.74K -25 -3%
LCGC
3394
Legacy Capital Group California
California
$339K +$24.2K +62 +7%
NJIM
3395
Nabity-Jensen Investment Management
Nebraska
$338K +$66.6K +171 +23%
AIA
3396
Armor Investment Advisors
North Carolina
$336K +$20.3K +52 +6%
AFAS
3397
Acorn Financial Advisory Services
Virginia
$336K -$159K -409 -31%
TSS
3398
Thomas Story & Son
Indiana
$336K -$39K -100 -10%
TFA
3399
Tobias Financial Advisors
Florida
$335K +$1.17K +3 +0.3%
PPW
3400
Presilium Private Wealth
Pennsylvania
$334K -$2.73K -7 -0.8%
134 135
136
137 138