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Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
2326
Marshall Financial Group (Maryland)
Maryland
$498K -$22.7K -318 -4%
OP
2327
ORG Partners
Indiana
$497K +$38.1K +535 +8%
CWMK
2328
Caliber Wealth Management (Kansas)
Kansas
$497K +$88.8K +1,246 +22%
FFG
2329
Fortress Financial Group
Minnesota
$497K +$3.49K +49 +0.7%
OC
2330
Optima Capital
Oregon
$496K +$11.9K +167 +2%
AW
2331
Apricus Wealth
South Carolina
$496K -$2.21K -31 -0.4%
FSCM
2332
Front Street Capital Management
Montana
$496K -$12.1K -170 -2%
CAM
2333
Costello Asset Management
Pennsylvania
$495K +$8.05K +113 +2%
FIM
2334
Freedom Investment Management
Connecticut
$495K +$31K +435 +7%
QWM
2335
Quadcap Wealth Management
Texas
$494K -$10.2K -143 -2%
CG
2336
Clarus Group
Texas
$494K +$2K +28 +0.4%
NG
2337
Novem Group
New York
$494K -$93.4K -1,311 -16%
PCA
2338
Prosperity Capital Advisors
Ohio
$493K +$118K +1,662 +31%
FG
2339
Foster Group
Iowa
$493K +$42.8K +601 +9%
VMMC
2340
V.M. Manning & Co
South Carolina
$492K +$510K +7,162 New
PWM
2341
Provident Wealth Management
Tennessee
$492K – – –
PWA
2342
Prairie Wealth Advisors
Nebraska
$492K – – –
HTIM
2343
Harbour Trust & Investment Management
Indiana
$491K -$7.12K -100 -1%
KLWA
2344
Kelly Lawrence W & Associates
California
$490K – – –
BWM
2345
BKM Wealth Management
Wisconsin
$490K – – –
MKC
2346
M. Kraus & Co
Vermont
$487K – – –
MW
2347
Maia Wealth
Colorado
$487K +$490K +6,882 New
CP
2348
Canopy Partners
Ohio
$487K -$14.5K -204 -3%
SFFS
2349
Stonehage Fleming Financial Services
Jersey
$486K – – –
EIG
2350
Ellenbecker Investment Group
Wisconsin
$486K +$27.1K +380 +6%
92 93
94
95 96