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Name Holding Trade Value Shares
Change 		Change in
Stake
TKP
2851
Tallon Kerry Patrick
$241K +$254K +3,896 New
CWM
2852
CCG Wealth Management
California
$241K +$16.6K +254 +7%
AWM
2853
Accel Wealth Management
Iowa
$240K -$6.46K -99 -3%
AIM
2854
Advyzon Investment Management
Illinois
$240K +$251K +3,849 New
TFA
2855
Trinity Financial Advisors
Ohio
$240K +$522 +8 +0.2%
LCM
2856
Liberty Capital Management
Michigan
$240K -$16.8K -257 -6%
PCM
2857
Princeton Capital Management
New Jersey
$240K +$6.53K +100 +3%
PHWM
2858
Pine Harbor Wealth Management
Maryland
$239K +$3.07K +47 +1%
MWP
2859
Meriwether Wealth & Planning
Louisiana
$239K +$251K +3,840 New
PFM
2860
Phillips Financial Management
Indiana
$239K +$5.42K +83 +2%
BL
2861
BFSG LLC
California
$239K -$40.9K -627 -14%
MLFP
2862
MPS Loria Financial Planners
Illinois
$239K +$3.33K +51 +1%
NCM
2863
Northside Capital Management
Oregon
$239K – – –
AIP
2864
Arrowpoint Investment Partners
Singapore
$239K +$250K +3,834 New
LT
2865
Legacy Trust
Michigan
$239K -$37.3K -571 -13%
SWM
2866
Shakespeare Wealth Management
Wisconsin
$238K +$1.5K +23 +0.6%
TAM
2867
Tucker Asset Management
Colorado
$237K -$67.7K -1,037 -21%
G
2868
GenTrust
Florida
$237K +$12.9K +197 +5%
LPFG
2869
Landing Point Financial Group
Ohio
$237K +$225K +3,443 New
IA
2870
Insight Advisors
Pennsylvania
$236K +$3K +46 +1%
FSC
2871
Full Sail Capital
Oklahoma
$235K – – –
RFN
2872
Redwood Financial Network
Ohio
$235K -$27.6K -423 -10%
CAL
2873
Capital Advisors Ltd
Ohio
$235K +$5.16K +79 +2%
BMC
2874
Benin Management Corp
Connecticut
$235K – – –
SFG
2875
Socha Financial Group
New York
$235K +$196 +3 +0.1%
113 114
115
116 117