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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3651
JPL Wealth Management
Colorado
$851K +$20.2K +33 +2%
LGG
3652
Luts & Greenleigh Group
Maryland
$851K +$57.5K +94 +7%
ICM
3653
Islay Capital Management
Texas
$851K +$54.4K +89 +6%
SFS
3654
Strategic Financial Services
New York
$850K +$61.1K +100 +7%
WCM
3655
Weik Capital Management
Pennsylvania
$848K -$150K -245 -14%
BFWM
3656
Bright Futures Wealth Management
New York
$848K +$308K +503 +50%
SSW
3657
Smith Shellnut Wilson
Mississippi
$846K -$187K -305 -17%
MGM
3658
Miura Global Management
New York
$845K -$306K -500 -25%
RC
3659
Rangeley Capital
Connecticut
$845K +$917K +1,500 New
EBA
3660
Eagle Bay Advisors
New York
$843K +$223K +364 +32%
AFC
3661
Avise Financial Cooperative
California
$842K +$61.8K +101 +7%
CPW
3662
Cogent Private Wealth
Florida
$842K -$42.8K -70 -4%
TAP
3663
Tounjian Advisory Partners
Florida
$841K -$4.01M -6,553 -81%
HFP
3664
Holistic Financial Partners
Indiana
$841K -$264K -431 -22%
MHR
3665
Matthew Hamilton Rosenberg
$841K +$88.1K +144 +11%
CCA
3666
Clearwater Capital Advisors
Illinois
$841K -$20.8K -34 -2%
HWMO
3667
Heritage Wealth Management (Ohio)
Ohio
$840K +$7.34K +12 +0.8%
BOM
3668
Bank of Marin
California
$840K -$166K -272 -15%
RCM
3669
Requisite Capital Management
Texas
$839K -$257K -421 -22%
CLA
3670
Carnegie Lake Advisors
New Jersey
$839K -$6.12K -10 -0.7%
NLP
3671
Next Level Private
New York
$839K -$39.7K -65 -4%
VPW
3672
Vaquero Private Wealth
Texas
$839K +$910K +1,489 New
YWS
3673
Yarger Wealth Strategies
Ohio
$834K -$9.17K -15 -1%
GIP
3674
Greatmark Investment Partners
Georgia
$832K – – –
WW
3675
Waterfront Wealth
Kansas
$832K -$11K -18 -1%
145 146
147
148 149