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Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
3126
First Growth Capital
Maryland
$258K – – –
1M
3127
1248 Management
Missouri
$257K – – –
PCM
3128
Prospera Capital Management
Arizona
$257K – – –
LWMNY
3129
Landmark Wealth Management (New York)
New York
$257K +$7.37K +14 +3%
RA
3130
Riversedge Advisors
Delaware
$257K -$121K -229 -31%
GCM
3131
Gunpowder Capital Management
Maryland
$256K – – –
SWM
3132
Shakespeare Wealth Management
Wisconsin
$256K +$3.69K +7 +1%
CW
3133
Channel Wealth
California
$255K – – –
FPGK
3134
Financial Partners Group (Kansas)
Kansas
$255K +$527 +1 +0.2%
T
3135
Tidemark
California
$255K +$30K +57 +13%
SWM
3136
SilverOak Wealth Management
Minnesota
$254K -$527 -1 -0.2%
PWM
3137
Provident Wealth Management
Tennessee
$254K – – –
PS
3138
Portfolio Strategies
New York
$254K – – –
ORC
3139
O'Rourke & Company
Massachusetts
$254K +$8.95K +17 +3%
CCM
3140
CFO Capital Management
Connecticut
$253K -$4.21K -8 -2%
CCG
3141
Catalina Capital Group
California
$253K +$4.74K +9 +2%
WAM
3142
Worth Asset Management
Texas
$252K +$67.4K +128 +34%
BIA
3143
Bell Investment Advisors
California
$252K -$2.11K -4 -0.8%
BWM
3144
Braeburn Wealth Management
Michigan
$252K +$11.1K +21 +4%
BWM
3145
Bernard Wealth Management
Michigan
$252K -$143K -272 -35%
LIA
3146
LS Investment Advisors
Michigan
$252K -$5.79K -11 -2%
RFA
3147
Register Financial Advisors
Georgia
$252K – – –
DWM
3148
Daner Wealth Management
Georgia
$251K -$30K -57 -10%
LFS
3149
Legacy Financial Strategies
Kansas
$251K -$36.3K -69 -12%
IW
3150
Instrumental Wealth
Florida
$251K +$265K +503 New
124 125
126
127 128