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Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
3526
Rothschild Capital Partners
New York
$282K -$187K -480 -38%
BWP
3527
Bernardo Wealth Planning
Pennsylvania
$282K +$21.4K +55 +8%
GWM
3528
GoalFusion Wealth Management
Texas
$282K – – –
PPW
3529
Pasadena Private Wealth
California
$281K +$17.1K +44 +6%
WCP
3530
Wealthcare Capital Partners
Pennsylvania
$281K +$16.4K +42 +6%
AAM
3531
Ackerman Asset Management
Maryland
$281K +$299K +767 New
TFGT
3532
TS Financial Group (TSFG)
Illinois
$281K +$17.5K +45 +6%
CGFA
3533
Colton Groome Financial Advisors
North Carolina
$280K – – –
AC
3534
AWM Capital
Arizona
$280K +$10.5K +27 +4%
BCM
3535
Bourgeon Capital Management
Connecticut
$280K +$5.46K +14 +2%
LWM
3536
Lighthouse Wealth Management
Ohio
$280K +$39.8K +102 +15%
ODIJL
3537
One Day In July LLC
Vermont
$280K -$115K -294 -28%
GWAG
3538
Garrett Wealth Advisory Group
Texas
$280K +$23K +59 +8%
GMFG
3539
Greater Midwest Financial Group
Minnesota
$279K +$1.95K +5 +0.7%
6F
3540
626 Financial
Michigan
$278K – – –
SPI
3541
Sutton Place Investors
New York
$277K -$211K -542 -42%
BWM
3542
BKM Wealth Management
Wisconsin
$277K +$1.95K +5 +0.7%
SWM
3543
Shelton Wealth Management
Texas
$276K -$31.6K -81 -10%
EFA
3544
Edge Financial Advisors
Illinois
$276K +$54.2K +139 +23%
REMPR
3545
Roof Eidam Maycock Peralta (REMP)
California
$275K -$46.4K -119 -14%
CFP
3546
Curran Financial Partners
South Carolina
$274K +$3.51K +9 +1%
SWP
3547
Semus Wealth Partners
Florida
$273K -$3.9K -10 -1%
KFA
3548
Kelleher Financial Advisors
New York
$273K -$8.96K -23 -3%
DTC
3549
Davidson Trust Company
Washington
$273K – – –
JFGLC
3550
Johnson Financial Group LLC (Colorado)
Colorado
$273K +$290K +744 New
140 141
142
143 144