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Name Holding Trade Value Shares
Change 		Change in
Stake
ICMM
2701
Integrated Capital Management (Michigan)
Michigan
$451K +$6.89K +12 +2%
FFA
2702
Fi3 Financial Advisors
Indiana
$450K -$9.76K -17 -2%
GWMIA
2703
Global Wealth Management Investment Advisory
Florida
$450K +$71.2K +124 +19%
SNWA
2704
Siligmueller & Norvid Wealth Advisors
Illinois
$449K +$451K +785 New
WWP
2705
Wise Wealth Partners
Arizona
$449K – – –
HWA
2706
HHM Wealth Advisors
Tennessee
$448K +$4.59K +8 +1%
PPW
2707
Pasadena Private Wealth
California
$448K +$190K +330 +72%
GEA
2708
Glen Eagle Advisors
New Jersey
$447K +$5.74K +10 +1%
MAC
2709
Mason & Associates (California)
California
$447K – – –
PWS
2710
Precision Wealth Strategies
Missouri
$446K -$20.7K -36 -4%
NWMG
2711
National Wealth Management Group
Ohio
$445K +$450K +783 New
OP
2712
ORG Partners
Indiana
$445K +$47.7K +83 +12%
HG
2713
Harbor Group
New Hampshire
$445K – – –
ORAM
2714
One River Asset Management
Connecticut
$444K +$449K +782 New
OFS
2715
Oldfather Financial Services
Nebraska
$443K -$13.2K -23 -3%
PCP
2716
Panoramic Capital Partners
Oregon
$441K +$4.59K +8 +1%
WIM
2717
Warwick Investment Management
Texas
$441K +$81.5K +142 +22%
MSCM
2718
McElhenny Sheffield Capital Management
Texas
$440K -$4.59K -8 -1%
HFM
2719
Hartford Financial Management
Connecticut
$439K -$122K -213 -22%
TWP
2720
Tempus Wealth Planning
California
$438K -$33.9K -59 -7%
CWM
2721
Cherrydale Wealth Management
New Jersey
$438K – – –
BBA
2722
Braun-Bostich & Associates
Pennsylvania
$437K -$36.8K -64 -8%
EPW
2723
Endeavor Private Wealth
Kansas
$437K +$129K +225 +41%
BWP
2724
Baldwin Wealth Partners
Massachusetts
$436K -$6.89K -12 -2%
GWM
2725
Glass Wealth Management
Texas
$435K +$439K +765 New
107 108
109
110 111