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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2451
Total Clarity Wealth Management
Illinois
$393K – – –
SP
2452
Stonebrook Private
Michigan
$392K +$19.3K +79 +5%
SWIG
2453
Strategic Wealth Investment Group
Kentucky
$392K -$11.3M -46,258 -97%
RWS
2454
Rochester Wealth Strategies
Michigan
$391K +$385K +1,574 New
CPL
2455
CAP Partners LLC
Tennessee
$391K -$127K -519 -25%
EBWM
2456
Eagle Bluffs Wealth Management
Missouri
$391K +$245 +1 +0.1%
BFA
2457
Beacon Financial Advisory
Ohio
$390K +$42.1K +172 +12%
SFMG
2458
Sage Financial Management Group
Virginia
$390K +$17.1K +70 +5%
TCM
2459
TruNorth Capital Management
Michigan
$389K – – –
AG
2460
AmeriFlex Group
Nevada
$389K +$151K +617 +65%
CRI
2461
Colonial River Investments
Virginia
$389K -$83.7K -342 -18%
MIM
2462
Macroview Investment Management
Maryland
$389K +$10.5K +43 +3%
HA
2463
Huntleigh Advisors
Missouri
$389K +$66K +270 +21%
MWA
2464
Monograph Wealth Advisors
California
$389K +$12.2K +50 +3%
KBFS
2465
Kohmann Bosshard Financial Services
Ohio
$389K +$13.2K +54 +4%
CPA
2466
Court Place Advisors
Maryland
$388K +$44.5K +182 +13%
ALC
2467
Alexander Labrunerie & Co
Missouri
$388K +$8.81K +36 +2%
DFP
2468
Defined Financial Planning
California
$388K +$33.8K +138 +10%
MM
2469
MQS Management
New York
$387K +$381K +1,558 New
PWM
2470
Partners Wealth Management
California
$387K – – –
DC
2471
Dahring Cusmano
Michigan
$386K -$36.7K -150 -9%
LSA
2472
Lansing Street Advisors
Pennsylvania
$386K +$5.87K +24 +2%
HS
2473
Horan Securities
United States
$386K +$734 +3 +0.2%
TLCM
2474
Twin Lakes Capital Management
California
$385K +$734 +3 +0.2%
PMG
2475
ProVise Management Group
Florida
$385K -$13.2K -54 -3%
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99
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