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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
2126
Plancorp LLC
Missouri
$423K +$7.57K +23 +2%
KFGK
2127
Keystone Financial Group (Kentucky)
Kentucky
$423K – – –
SW
2128
SkyOak Wealth
Michigan
$421K -$33.6K -102 -8%
SB
2129
Sunflower Bank
Texas
$417K -$35.5K -108 -8%
JHCP
2130
Jackson Hole Capital Partners
Oklahoma
$417K – – –
AWM
2131
Aries Wealth Management
Maine
$416K – – –
MC
2132
Merlin Capital
Rhode Island
$416K -$3.95K -12 -1%
AWS
2133
AJ Wealth Strategies
New York
$415K -$12.2K -37 -3%
SCM
2134
Stevens Capital Management
Pennsylvania
$413K -$445K -1,352 -53%
FP
2135
Financial Perspectives
Minnesota
$411K – – –
MWM
2136
MBE Wealth Management
Wisconsin
$411K +$75.7K +230 +24%
CIA
2137
Citadel Investment Advisory
Ohio
$410K – – –
AFP
2138
Ausdal Financial Partners
Iowa
$409K -$6.58K -20 -2%
ME
2139
McIlrath & Eck
Washington
$408K -$21.7K -66 -5%
DWP
2140
Daymark Wealth Partners
Ohio
$407K +$385K +1,171 New
HFM
2141
Hartford Financial Management
Connecticut
$407K -$60.9K -185 -14%
MA
2142
MONECO Advisors
Connecticut
$406K +$384K +1,168 New
SPIO
2143
Seven Post Investment Office
California
$405K – – –
FCB
2144
First Command Bank
Texas
$403K -$33.6K -102 -8%
FCFS
2145
First Command Financial Services
Texas
$403K -$33.6K -102 -8%
CCFM
2146
Clear Creek Financial Management
Washington
$403K -$91.8K -279 -19%
CWP
2147
Cyndeo Wealth Partners
Florida
$401K +$379K +1,152 New
WP
2148
Westmount Partners
California
$401K +$379K +1,152 New
TFA
2149
Tranquilli Financial Advisor
New Jersey
$399K +$62.5K +190 +20%
ACP
2150
Aveo Capital Partners
Colorado
$399K +$125K +379 +49%
84 85
86
87 88