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Name Holding Trade Value Shares
Change 		Change in
Stake
KG
3451
Kilter Group
New York
$73.5K +$2.11K +4 +3%
OAJ
3452
Ogorek Anthony Joseph
New York
$73K -$2.11K -4 -3%
HWP
3453
Highline Wealth Partners
California
$68.1K -$18.4K -35 -20%
SFAM
3454
Sawyer Falduto Asset Management
Illinois
$68K – – –
MSG
3455
Main Street Group
Virginia
$67.8K +$71.6K +136 New
SSG
3456
Summit Securities Group
New York
$67K -$570K -1,083 -89%
FFL
3457
Financial Freedom LLC
Ohio
$66.4K +$18.4K +35 +36%
CJ
3458
Caitlin John
Michigan
$66.2K -$23.2K -44 -25%
PF
3459
PlanVest Financial
Maryland
$65.5K +$69K +131 New
BA
3460
Ballast Advisors
Minnesota
$64.5K +$67.9K +129 New
WCM
3461
Winthrop Capital Management
Indiana
$64K – – –
MWM
3462
Mascoma Wealth Management
New Hampshire
$63K -$1.58K -3 -2%
LCA
3463
Legend Capital Advisors
New York
$63K +$66.4K +126 New
Q1WB
3464
Quest 10 Wealth Builders
Virginia
$62.9K +$24.2K +46 +58%
PWM
3465
Peck Wealth Management
New York
$62.5K -$52.7K -100 -44%
SC
3466
Swan Capital
Florida
$62.5K -$13.2K -25 -17%
HHGA
3467
Halbert Hargrove Global Advisors
California
$62.2K – – –
SFS
3468
Sunrise Financial Services
Washington
$62K – – –
MAM
3469
Marquette Asset Management
Minnesota
$60K +$16.9K +32 +36%
FIM
3470
FWL Investment Management
Texas
$59.5K -$10K -19 -14%
AIS
3471
Advocate Investing Services
Maryland
$59K – – –
MWPCG
3472
Measured Wealth Private Client Group
New Hampshire
$59K – – –
TWD
3473
True Wealth Design
Ohio
$59K +$9.48K +18 +18%
TCM
3474
Triumph Capital Management
Colorado
$58.5K -$69K -131 -53%
LI
3475
Louisbourg Investments
New Brunswick, Canada
$57K – – –
137 138
139
140 141