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Name Holding Trade Value Shares
Change 		Change in
Stake
T
2826
TCWP
Ohio
$236K +$224K +491 New
GA
2827
GoalVest Advisory
New York
$236K -$31.1K -68 -12%
WA
2828
Wealthstream Advisors
New York
$235K +$223K +487 New
JSAM
2829
J. Safra Asset Management
New York
$235K -$1.37K -3 -0.6%
RW
2830
Regimen Wealth
Georgia
$234K – – –
NMG
2831
New Millennium Group
Utah
$234K -$1.29M -2,818 -85%
UWPG
2832
Ullmann Wealth Partners Group
Florida
$234K +$222K +485 New
SFC
2833
SYM Financial Corp
Indiana
$233K +$221K +484 New
EMAM
2834
Encompass More Asset Management
California
$232K -$457 -1 -0.2%
FZCM
2835
Flynn Zito Capital Management
New York
$231K +$220K +481 New
PGWM
2836
Pitti Group Wealth Management
New York
$231K -$1.83K -4 -0.8%
SWM
2837
Shakespeare Wealth Management
Wisconsin
$230K +$219K +478 New
YWM
2838
Yoder Wealth Management
California
$230K -$11.9K -26 -5%
CCWM
2839
Correct Capital Wealth Management
Missouri
$229K – – –
PVM
2840
Palogic Value Management
Texas
$229K +$2.29K +5 +1%
VBWMG
2841
Von Berge Wealth Management Group
California
$229K +$217K +475 New
FF
2842
Fluent Financial
Texas
$229K – – –
HCM
2843
Heathbridge Capital Management
Ontario, Canada
$229K – – –
GCM
2844
Gallacher Capital Management
Colorado
$228K +$216K +473 New
ECM
2845
Exchange Capital Management
Michigan
$228K +$216K +473 New
WF
2846
Wayfinding Financial
Washington
$227K +$229K +500 New
SP
2847
Systematic Portfolios
New York
$226K -$96K -210 -31%
FS
2848
Financial Symmetry
North Carolina
$226K -$2.74K -6 -1%
GWM
2849
Greenwich Wealth Management
Connecticut
$226K +$214K +469 New
OWA
2850
ORBA Wealth Advisors
Illinois
$225K +$213K +467 New
112 113
114
115 116