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Name Holding Trade Value Shares
Change 		Change in
Stake
YP
3001
YANKCOM Partnership
South Dakota
$295K +$1.58K +3 +0.5%
BCG
3002
Bravias Capital Group
New Jersey
$295K – – –
MWM
3003
Maltin Wealth Management
New Jersey
$295K +$527 +1 +0.2%
LB
3004
Legacy Bridge
Iowa
$295K -$10.5K -20 -3%
FCMT
3005
Founders Capital Management (Texas)
Texas
$295K – – –
EWM
3006
Endowment Wealth Management
Wisconsin
$294K -$3.16K -6 -1%
WB
3007
West Bancorporation
Iowa
$294K -$1.05K -2 -0.3%
CCA
3008
Carrera Capital Advisors
Michigan
$293K -$23.2K -44 -7%
JTWM
3009
Jackson Thornton Wealth Management
Alabama
$293K -$157K -299 -34%
HFP
3010
Holistic Financial Partners
Indiana
$293K +$11.6K +22 +4%
WGAM
3011
Wilkinson Global Asset Management
New York
$292K -$9.85M -18,698 -97%
PGWM
3012
Pitti Group Wealth Management
New York
$292K +$47.4K +90 +18%
BHC
3013
Bull Harbor Capital
Maryland
$292K +$308K +585 New
VCM
3014
Vines Capital Management
Louisiana
$292K +$6.32K +12 +2%
CC
3015
Centiva Capital
New York
$292K +$308K +584 New
BCP
3016
Blue Chip Partners
Michigan
$292K -$14.7K -28 -5%
MW
3017
Members Wealth
Pennsylvania
$291K -$12.1K -23 -4%
WF
3018
Wayfinding Financial
Washington
$291K +$17.4K +33 +6%
OWG
3019
Oxford Wealth Group
Florida
$291K -$42.7K -81 -12%
BWS
3020
Buck Wealth Strategies
Colorado
$291K +$32.7K +62 +12%
WCP
3021
Wealthcare Capital Partners
Pennsylvania
$291K -$35.8K -68 -10%
SFG
3022
SageGuard Financial Group
Tennessee
$290K -$63.2K -120 -17%
PWM
3023
Parkway Wealth Management
Texas
$290K +$39.5K +75 +15%
CFM
3024
Cornerstone Financial Management
Massachusetts
$290K +$7.37K +14 +2%
EMAM
3025
Encompass More Asset Management
California
$290K +$527 +1 +0.2%
119 120
121
122 123