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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1701
Montis Financial
Massachusetts
$209K – – –
GP
1702
Geneva Partners
Wisconsin
$209K +$228K +500 New
MPCA
1703
Madison Park Capital Advisors
Washington
$209K +$228K +500 New
MAM
1704
Montchanin Asset Management
Delaware
$209K -$45.6K -100 -17%
JE
1705
JMAC Enterprises
Pennsylvania
$209K – – –
AWM
1706
Austin Wealth Management
Texas
$209K +$10.9K +24 +5%
SGK
1707
Steigerwald Gordon & Koch
Virginia
$208K – – –
DA
1708
Dillon & Associates
Michigan
$208K +$3.19K +7 +1%
WI
1709
Wintrust Investments
Illinois
$208K +$41.9K +92 +23%
EP
1710
Essential Planning
New Hampshire
$207K +$207K +455 New
CCIA
1711
Cherry Creek Investment Advisors
Colorado
$207K – – –
GIM
1712
Gold Investment Management
Alberta, Canada
$207K – – –
DWM
1713
DecisionMap Wealth Management
Virginia
$207K +$226K +495 New
GPW
1714
Genesis Private Wealth
Virginia
$207K +$225K +494 New
PCFFS
1715
Pacific Center for Financial Services
California
$207K – – –
ACC
1716
Acorn Creek Capital
Colorado
$206K -$1.82K -4 -0.8%
CA
1717
Clune & Associates
Illinois
$206K +$224K +491 New
TFIPS
1718
Towarzystwo Funduszy Inwestycyjnych PZU SA
$205K +$34.2K +75 +18%
CWA
1719
Cura Wealth Advisors
Illinois
$205K +$223K +490 New
TB
1720
Terril Brothers
Missouri
$204K +$222K +488 New
DWM
1721
Drive Wealth Management
Utah
$204K +$221K +486 New
OWP
1722
ORG Wealth Partners
Texas
$203K -$383K -841 -63%
WAM
1723
Weatherly Asset Management
California
$202K -$25.5K -56 -10%
FCFC
1724
First Commonwealth Financial Corp
Pennsylvania
$202K -$524K -1,150 -70%
SEIA
1725
Signature Estate & Investment Advisors
California
$201K +$27.3K +60 +14%
67 68
69
70 71