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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2051
BCS Wealth Management
Tennessee
$865K +$70.8K +896 +9%
EFG
2052
Elevated Financial Group
Indiana
$865K -$221K -2,799 -21%
OWP
2053
ORG Wealth Partners
Texas
$865K +$61.5K +779 +8%
WF
2054
WoodTrust Financial
Wisconsin
$864K +$3.32K +42 +0.4%
SC
2055
Sierra Capital
Florida
$862K -$125K -1,588 -13%
EFG
2056
Embree Financial Group
Illinois
$861K +$31K +393 +4%
PH
2057
Pinnacle Holdings
Oklahoma
$860K -$32.9K -417 -4%
VEM
2058
Vann Equity Management
Texas
$860K +$835K +10,579 New
PIMG
2059
Patriot Investment Management Group
Tennessee
$859K +$3.08K +39 +0.4%
EIM
2060
Essex Investment Management
Massachusetts
$858K -$474 -6 -0.1%
KJWM
2061
Kiley Juergens Wealth Management
Washington
$857K +$1.11K +14 +0.1%
OL
2062
OneFund LLC
Florida
$856K -$8.37K -106 -1%
TCP
2063
TMB Capital Partners
Arkansas
$856K +$1.26K +16 +0.2%
MA
2064
MBA Advisors
Pennsylvania
$855K +$22.6K +286 +3%
IFWM
2065
Institute for Wealth Management
Colorado
$854K +$19.3K +244 +2%
AAS
2066
Annex Advisory Services
Wisconsin
$854K +$52.9K +670 +7%
LA
2067
LM Advisors
California
$852K +$755K +9,557 +1,039%
CWI
2068
Conscious Wealth Investments
Florida
$851K +$70.4K +891 +9%
FGWP
2069
Founders Grove Wealth Partners
Virginia
$851K +$201K +2,544 +32%
MIM
2070
Morningstar Investment Management
Illinois
$849K – – –
ECM
2071
Elgethun Capital Management
South Dakota
$849K +$26.5K +335 +3%
PCH
2072
PGIM Custom Harvest
New Jersey
$848K +$27.3K +346 +3%
CL
2073
COWA LLC
Oklahoma
$846K +$79 +1 +0%
HWMG
2074
Harbour Wealth Management Group
South Carolina
$846K +$40.9K +518 +5%
CPW
2075
Cove Private Wealth
New York
$846K +$486K +6,160 +145%
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83
84 85