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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
2276
William Mack & Associates
Michigan
$616K +$446K +4,412 New
FWM
2277
Forteris Wealth Management
New York
$614K +$445K +4,400 New
MCA
2278
Magnolia Capital Advisors
Mississippi
$613K +$444K +4,389 New
FL
2279
FreeGulliver LLC
Louisiana
$612K -$27K -267 -6%
GSWM
2280
Golden State Wealth Management
California
$612K +$104K +1,024 +30%
GKIM
2281
GW&K Investment Management
Massachusetts
$612K +$28.3K +280 +7%
BF
2282
Blankinship & Foster
California
$612K +$443K +4,383 New
SFS
2283
Summit Financial Strategies
Ohio
$611K -$16.8K -166 -4%
SIM
2284
Studio Investment Management
Illinois
$611K -$78.6K -777 -15%
DFP
2285
Donalies Financial Planning
District of Columbia
$611K +$442K +4,373 New
RBFC
2286
Roman Butler Fullerton & Co
Missouri
$611K +$2.43K +24 +0.4%
LC
2287
Lincoln Capital
Nebraska
$609K -$51.6K -510 -10%
BW
2288
Basepoint Wealth
Iowa
$607K -$1.32M -13,102 -75%
CE
2289
Cornerstone Enterprises
Wisconsin
$607K +$439K +4,346 New
CAL
2290
Capital Advisors Ltd
Ohio
$606K -$5.97K -59 -1%
BHWA
2291
Beacon Harbor Wealth Advisors
Virginia
$606K -$233K -2,300 -26%
KIM
2292
Kane Investment Management
California
$605K +$438K +4,334 New
TIA
2293
TCFG Investment Advisors
California
$604K -$25.7K -254 -6%
AIM
2294
Axiom Investment Management
New York
$604K +$30.3K +300 +7%
GK
2295
Graney & King
New York
$604K -$39.1K -387 -8%
CFG
2296
Certior Financial Group
Pennsylvania
$603K +$437K +4,318 New
AGC
2297
Aspen Grove Capital
Colorado
$603K +$436K +4,315 New
ECA
2298
Elevate Capital Advisors
Colorado
$603K +$436K +4,315 New
SDAM
2299
Shulman DeMeo Asset Management
New York
$602K +$436K +4,314 New
WA
2300
WESPAC Advisors
California
$602K +$436K +4,313 New
90 91
92
93 94