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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1751
Pacific Center for Financial Services
California
$232K – – –
RCM
1752
Raleigh Capital Management
North Carolina
$230K -$6.85K -15 -3%
CA
1753
Clune & Associates
Illinois
$230K – – –
CWA
1754
Cura Wealth Advisors
Illinois
$230K – – –
RWPA
1755
Richard W. Paul & Associates
Michigan
$230K +$913 +2 +0.4%
FPW
1756
Flywheel Private Wealth
California
$229K -$27.4K -60 -11%
LWP
1757
LeClair Wealth Partners
Ohio
$229K – – –
SFG
1758
Sunburst Financial Group
Alabama
$229K +$5.93K +13 +3%
RA
1759
Riversedge Advisors
Delaware
$229K +$2.28K +5 +1%
MSFS
1760
Main Street Financial Solutions
Pennsylvania
$228K +$222K +487 New
FWTB
1761
First Western Trust Bank
Colorado
$228K – – –
HIF
1762
Hill Island Financial
Michigan
$227K +$221K +484 New
PA
1763
Planning Alternatives
Michigan
$226K -$34.7K -76 -14%
BWS
1764
Broadway Wealth Solutions
Texas
$226K +$1.83K +4 +0.8%
ACA
1765
Anchor Capital Advisors
Massachusetts
$225K – – –
CWM
1766
Crowley Wealth Management
Delaware
$225K – – –
GWM
1767
GSB Wealth Management
Connecticut
$225K -$1.37K -3 -0.6%
XWM
1768
Xcel Wealth Management
Florida
$225K +$2.28K +5 +1%
TFP
1769
Tilia Fiduciary Partners
North Carolina
$224K +$5.02K +11 +2%
LOAMU
1770
Lombard Odier Asset Management (USA)
New York
$224K +$218K +477 New
AC
1771
Addison Capital
Pennsylvania
$223K – – –
MAM
1772
Martingale Asset Management
Massachusetts
$223K -$128K -280 -37%
PIA
1773
Perennial Investment Advisors
California
$222K +$216K +474 New
GAB
1774
German American Bancorp
Indiana
$222K -$5.93K -13 -3%
JC
1775
JB Capital
Connecticut
$222K +$216K +473 New
69 70
71
72 73