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Name Holding Trade Value Shares
Change 		Change in
Stake
EV
2501
EJMK Ventures
Illinois
$581K -$154K -293 -20%
QPWM
2502
Quadrant Private Wealth Management
Pennsylvania
$581K +$1.05K +2 +0.2%
ACA
2503
Ascension Capital Advisors
Texas
$580K +$266K +506 +77%
SIAG
2504
Safeguard Investment Advisory Group
California
$580K +$29K +55 +5%
CA
2505
Centerpoint Advisors
Massachusetts
$580K – – –
MWM
2506
Meadowbrook Wealth Management
New York
$580K – – –
TWM
2507
TCFG Wealth Management
California
$579K +$1.05K +2 +0.2%
TIA
2508
TCFG Investment Advisors
California
$579K +$611K +1,160 New
ST
2509
Somerset Trust
Pennsylvania
$578K – – –
CIA
2510
Citadel Investment Advisory
Ohio
$577K – – –
WSWA
2511
Warren Street Wealth Advisors
California
$576K +$27.9K +53 +5%
CIAS
2512
CFS Investment Advisory Services
New Jersey
$573K +$36.9K +70 +7%
GCM
2513
Generation Capital Management
New York
$573K – – –
HVIA
2514
Hudson Valley Investment Advisors
New York
$573K – – –
FP
2515
Financial Perspectives
Minnesota
$573K – – –
SQA
2516
Simon Quick Advisors
New Jersey
$573K -$312K -593 -34%
MAC
2517
Mason & Associates (California)
California
$572K +$89.5K +170 +17%
PMSA
2518
Patrick M. Sweeney & Associates
Illinois
$571K – – –
KCIA
2519
Kingsbury Capital Investment Advisors
Illinois
$571K +$601K +1,142 New
TWM
2520
Trueblood Wealth Management
Ohio
$571K -$23.2K -44 -4%
RPGK
2521
Retirement Planning Group (Kansas)
Kansas
$570K +$56.4K +107 +10%
FFM
2522
Flagstone Financial Management
Nebraska
$570K +$26.3K +50 +5%
FIB
2523
First Interstate Bank
Montana
$569K -$147K -280 -20%
SAM
2524
Sherman Asset Management
California
$568K – – –
FWP
2525
FAS Wealth Partners
Kansas
$568K -$103K -196 -15%
99 100
101
102 103