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Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
2851
Total Wealth Planning & Management
Florida
$340K -$1.03K -13 -0.3%
BFS
2852
Beacon Financial Strategies
North Carolina
$340K – – –
TWM
2853
Tanager Wealth Management
United Kingdom
$339K +$39.1K +495 +13%
EPW
2854
Endeavor Private Wealth
Kansas
$339K +$21.1K +267 +7%
ZIG
2855
Zuckerman Investment Group
Illinois
$338K – – –
FPGK
2856
Financial Partners Group (Kansas)
Kansas
$338K +$1.82K +23 +0.6%
BCM
2857
BTC Capital Management
Iowa
$338K -$9.71K -123 -3%
NF
2858
NavPoint Financial
Minnesota
$338K +$711 +9 +0.2%
AAA
2859
Andrews Advisory Associates
Hawaii
$338K -$7.11K -90 -2%
ST
2860
Sageworth Trust
Pennsylvania
$337K -$61.9K -784 -16%
FC
2861
FCA Corp
Texas
$337K +$42.3K +536 +15%
BBA
2862
Braun-Bostich & Associates
Pennsylvania
$336K -$19.7K -249 -6%
HIS
2863
Harvest Investment Services
Illinois
$336K +$37.9K +480 +13%
FC
2864
Financial Consulate
Maryland
$335K +$33.6K +425 +11%
RWA
2865
Reicon Wealth Advisors
Georgia
$335K +$57.1K +723 +21%
KFG
2866
Kelly Financial Group
Connecticut
$335K +$1.11K +14 +0.3%
KLCM
2867
KG&L Capital Management
Louisiana
$334K +$3.16K +40 +1%
BCM
2868
Bienville Capital Management
New York
$333K +$5.92K +75 +2%
CI
2869
Cherokee Insurance
Michigan
$333K – – –
PWS
2870
Pursuit Wealth Strategies
North Carolina
$333K +$60.3K +764 +23%
AFG
2871
Albion Financial Group
Utah
$333K -$43.8K -554 -12%
OPF
2872
Old Peak Finance
North Carolina
$332K +$323K +4,091 New
CVM
2873
Cheviot Value Management
California
$332K – – –
SAM
2874
Simplify Asset Management
Nevada
$332K +$4.34K +55 +1%
RIP
2875
Reliant Investment Partners
North Carolina
$332K -$3.95K -50 -1%
113 114
115
116 117