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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2226
Baystate Wealth Management
Massachusetts
$431K +$66.1K +1,293 +18%
LG
2227
Leuthold Group
Minnesota
$430K -$4.86K -95 -1%
IP
2228
Ignite Planners
California
$430K +$399K +7,807 New
OCM
2229
Objective Capital Management
Ohio
$430K +$427K +8,348 New
ES
2230
ETF Store
Kansas
$430K +$454K +8,871 New
LC
2231
Landaas & Company
Wisconsin
$429K – – –
AF
2232
AtlasMark Financial
Texas
$429K – – –
HWM
2233
Howard Wealth Management
Connecticut
$428K +$66.5K +1,300 +19%
D
2234
Dentgroup
Louisiana
$428K +$425K +8,310 New
SOW
2235
State of Wyoming
Wyoming
$427K -$33.1K -648 -7%
FCFC
2236
First Citizens Financial Corp
Iowa
$427K -$4.55K -89 -1%
SC
2237
Searle & Co
Connecticut
$426K – – –
RFA
2238
Resurgent Financial Advisors
Georgia
$426K +$423K +8,266 New
MSR
2239
Main Street Research
Connecticut
$425K -$23.3K -455 -5%
FPIS
2240
Financial Planning & Information Services
Wisconsin
$425K +$205 +4 +0%
SWM
2241
Sugarloaf Wealth Management
Georgia
$425K +$20.7K +404 +5%
BTWM
2242
Baker Tilly Wealth Management
Wisconsin
$424K -$70.1K -1,372 -14%
OCPWS
2243
One Charles Private Wealth Services
Massachusetts
$424K +$51 +1 +0%
CCA
2244
Conservest Capital Advisors
Pennsylvania
$424K +$14.2K +277 +3%
VAG
2245
VisionPoint Advisory Group
Texas
$420K – – –
KPCM
2246
Kings Point Capital Management
New York
$419K -$9.98M -195,186 -96%
PHK
2247
Point72 Hong Kong
Hong Kong
$419K -$3.21M -62,802 -89%
SS
2248
Sunbelt Securities
Texas
$418K +$212K +4,144 +94%
CI
2249
CPR Investments
Michigan
$418K +$415K +8,116 New
MFC
2250
Mechanics Financial Corp
Ohio
$418K +$415K +8,125 New
88 89
90
91 92