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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2526
KFG Wealth Management
Indiana
$255K +$263K +4,230 New
BFWA
2527
Benchmark Financial Wealth Advisors
Florida
$254K -$16.1K -258 -6%
PCA
2528
Prosperity Capital Advisors
Ohio
$254K – – –
TCMP
2529
Thrive Capital Management (Pennsylvania)
Pennsylvania
$254K +$41.7K +670 +19%
SWM
2530
SFG Wealth Management
Maryland
$254K +$62 +1 +0%
PA
2531
Probity Advisors
Texas
$253K +$261K +4,198 New
CSWM
2532
Cassady Schiller Wealth Management
Ohio
$252K -$3.36K -54 -1%
I2I
2533
Insight 2811 Inc
Illinois
$252K -$57.6K -926 -18%
BA
2534
Baugh & Associates
Georgia
$252K -$684 -11 -0.3%
KLI
2535
Kelman-Lazarov Inc
Tennessee
$251K -$10.9K -175 -4%
DCM
2536
DGS Capital Management
New Jersey
$251K -$2.3K -37 -0.9%
6F
2537
626 Financial
Michigan
$251K +$498 +8 +0.2%
PCIG
2538
Partners Capital Investment Group
Massachusetts
$251K +$259K +4,168 New
LCM
2539
Liberty Capital Management
Michigan
$251K – – –
CA
2540
Cumberland Advisors
Florida
$251K -$6.66K -107 -3%
RF
2541
Rollins Financial
Georgia
$251K +$27.4K +440 +12%
APW
2542
Austin Private Wealth
Texas
$250K +$11.3K +181 +5%
CIP
2543
Capital Insight Partners
Arizona
$249K -$4.98K -80 -2%
NC
2544
NBW Capital
Massachusetts
$248K +$22K +353 +9%
FFA
2545
Fi3 Financial Advisors
Indiana
$248K -$32.7K -526 -11%
RCA
2546
Resonant Capital Advisors
Wisconsin
$248K -$5.72K -92 -2%
GWCM
2547
Godshalk Welsh Capital Management
Pennsylvania
$247K – – –
WFA
2548
Wellspring Financial Advisors
Ohio
$247K +$498 +8 +0.2%
SFM
2549
Signet Financial Management
New Jersey
$247K -$5.04K -81 -2%
DC
2550
DeDora Capital
California
$246K +$1.68K +27 +0.7%
100 101
102
103 104