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Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1701
Onyx Bridge Wealth Group
New York
$209K +$2.73K +6 +1%
CL
1702
CIM LLC
New York
$209K – – –
MF
1703
Montis Financial
Massachusetts
$209K – – –
GP
1704
Geneva Partners
Wisconsin
$209K +$228K +500 New
MPCA
1705
Madison Park Capital Advisors
Washington
$209K +$228K +500 New
MAM
1706
Montchanin Asset Management
Delaware
$209K -$45.6K -100 -17%
JE
1707
JMAC Enterprises
Pennsylvania
$209K – – –
AWM
1708
Austin Wealth Management
Texas
$209K +$10.9K +24 +5%
SGK
1709
Steigerwald Gordon & Koch
Virginia
$208K – – –
DA
1710
Dillon & Associates
Michigan
$208K +$3.19K +7 +1%
WI
1711
Wintrust Investments
Illinois
$208K +$41.9K +92 +23%
EP
1712
Essential Planning
New Hampshire
$207K +$207K +455 New
CCIA
1713
Cherry Creek Investment Advisors
Colorado
$207K – – –
GIM
1714
Gold Investment Management
Alberta, Canada
$207K – – –
DWM
1715
DecisionMap Wealth Management
Virginia
$207K +$226K +495 New
GPW
1716
Genesis Private Wealth
Virginia
$207K +$225K +494 New
PCFFS
1717
Pacific Center for Financial Services
California
$207K – – –
ACC
1718
Acorn Creek Capital
Colorado
$206K -$1.82K -4 -0.8%
CA
1719
Clune & Associates
Illinois
$206K +$224K +491 New
TFIPS
1720
Towarzystwo Funduszy Inwestycyjnych PZU SA
$205K +$34.2K +75 +18%
CWA
1721
Cura Wealth Advisors
Illinois
$205K +$223K +490 New
TB
1722
Terril Brothers
Missouri
$204K +$222K +488 New
DWM
1723
Drive Wealth Management
Utah
$204K +$221K +486 New
OWP
1724
ORG Wealth Partners
Texas
$203K -$383K -841 -63%
WAM
1725
Weatherly Asset Management
California
$202K -$25.5K -56 -10%
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