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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
QP
3001
Quartz Partners
New York
$297K – – –
AWM
3002
Accel Wealth Management
Iowa
$297K -$23.7K -45 -7%
FWP
3003
Flatrock Wealth Partners
California
$297K -$136K -259 -30%
CIC
3004
Chase Investment Counsel
Virginia
$296K +$31.6K +60 +11%
YP
3005
YANKCOM Partnership
South Dakota
$295K +$1.58K +3 +0.5%
BCG
3006
Bravias Capital Group
New Jersey
$295K – – –
MWM
3007
Maltin Wealth Management
New Jersey
$295K +$527 +1 +0.2%
LB
3008
Legacy Bridge
Iowa
$295K -$10.5K -20 -3%
FCMT
3009
Founders Capital Management (Texas)
Texas
$295K – – –
EWM
3010
Endowment Wealth Management
Wisconsin
$294K -$3.16K -6 -1%
WB
3011
West Bancorporation
Iowa
$294K -$1.05K -2 -0.3%
CCA
3012
Carrera Capital Advisors
Michigan
$293K -$23.2K -44 -7%
WAU
3013
Wellington-Altus USA
Manitoba, Canada
$293K -$94.3K -179 -24%
JTWM
3014
Jackson Thornton Wealth Management
Alabama
$293K -$157K -299 -34%
HFP
3015
Holistic Financial Partners
Indiana
$293K +$11.6K +22 +4%
WGAM
3016
Wilkinson Global Asset Management
New York
$292K -$9.85M -18,698 -97%
PGWM
3017
Pitti Group Wealth Management
New York
$292K +$47.4K +90 +18%
BHC
3018
Bull Harbor Capital
Maryland
$292K +$308K +585 New
VCM
3019
Vines Capital Management
Louisiana
$292K +$6.32K +12 +2%
CC
3020
Centiva Capital
New York
$292K +$308K +584 New
BCP
3021
Blue Chip Partners
Michigan
$292K -$14.7K -28 -5%
MW
3022
Members Wealth
Pennsylvania
$291K -$12.1K -23 -4%
WF
3023
Wayfinding Financial
Washington
$291K +$17.4K +33 +6%
OWG
3024
Oxford Wealth Group
Florida
$291K -$42.7K -81 -12%
BWS
3025
Buck Wealth Strategies
Colorado
$291K +$32.7K +62 +12%
119 120
121
122 123