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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2576
Triad Wealth Partners
Kansas
$262K +$257K +4,275 New
DCM
2577
DGS Capital Management
New Jersey
$261K – – –
KHCM
2578
Kirtland Hills Capital Management
Ohio
$261K +$250K +4,170 New
GWAM
2579
Guardian Wealth Advisors (Minnesota)
Minnesota
$260K +$1.86K +31 +0.7%
SCM
2580
Sterneck Capital Management
Missouri
$260K -$135K -2,250 -35%
PPWM
2581
PFG Private Wealth Management
Florida
$260K +$3.3K +55 +1%
EBT
2582
Enterprise Bank & Trust
Massachusetts
$260K -$46.8K -779 -16%
HG
2583
Harbor Group
New Hampshire
$259K – – –
SCM
2584
SOL Capital Management
Maryland
$259K – – –
DG
2585
DMC Group
Alabama
$259K +$254K +4,230 New
PFP
2586
Paragon Financial Partners
California
$257K – – –
FM
2587
Family Management
New York
$257K -$57.8K -963 -19%
MFG
2588
Mosaic Financial Group
Illinois
$257K +$252K +4,200 New
PWM
2589
Partnership Wealth Management
Maryland
$257K – – –
CWA
2590
Centennial Wealth Advisory
Michigan
$257K -$63.7K -1,061 -20%
WWP
2591
WR Wealth Planners
Missouri
$257K +$6.07K +101 +2%
VFP
2592
Verus Financial Partners
Virginia
$257K -$74.7K -1,244 -23%
LCM
2593
Liberty Capital Management
Michigan
$255K – – –
CIP
2594
Capital Insight Partners
Arizona
$254K +$2.4K +40 +1%
BWA
2595
Bordeaux Wealth Advisors
California
$254K -$193K -3,213 -44%
PIM
2596
Pullen Investment Management
Florida
$254K +$250K +4,155 New
OWMIAS
2597
One Wealth Management Investment & Advisory Services
Florida
$254K +$249K +4,148 New
IFAM
2598
Institutional & Family Asset Management
Colorado
$254K -$8.29K -138 -3%
NCM
2599
NCM Capital Management
New Jersey
$253K -$39.2K -653 -14%
BCM
2600
BlueCrest Capital Management
Jersey
$253K -$2.42M -40,256 -91%
102 103
104
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