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Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
3676
Clark Financial Services Group
Missouri
$596K +$8.22K +14 +1%
LOPW
3677
Live Oak Private Wealth
North Carolina
$595K +$5.87K +10 +1%
AP
3678
Atwood & Palmer
Missouri
$594K -$2.94K -5 -0.5%
OWM
3679
Orgel Wealth Management
Wisconsin
$594K – – –
PCMN
3680
Paradigm Capital Management (Nevada)
Nevada
$594K – – –
NWM
3681
NRI Wealth Management
California
$594K +$595K +1,014 New
VPP
3682
Vertex Planning Partners
Illinois
$593K +$60.5K +103 +11%
EFMC
3683
Empire Financial Management Company
New York
$592K -$14.7K -25 -2%
FFC
3684
Frederick Financial Consultants
Maryland
$592K +$593K +1,010 New
BONH
3685
Bank of New Hampshire
New Hampshire
$590K +$17.6K +30 +3%
ELM
3686
Elite Life Management
Florida
$589K -$3.52K -6 -0.6%
SEA
3687
Stegent Equity Advisors
Texas
$588K -$25.2K -43 -4%
RA
3688
Ransom Advisory
Rhode Island
$588K -$73.4K -125 -11%
VI
3689
VanderPol Investments
Michigan
$588K +$4.7K +8 +0.8%
RFS
3690
Richardson Financial Services
Massachusetts
$588K +$212K +362 +57%
HCM
3691
Hengehold Capital Management
Ohio
$587K +$98K +167 +20%
KB
3692
Kimelman & Baird
New York
$587K – – –
ACM
3693
Alamar Capital Management
California
$587K +$294K +501 +100%
FG
3694
Formula Growth
Quebec, Canada
$586K -$293K -500 -33%
SL
3695
Siren LLC
Connecticut
$586K -$293K -500 -33%
BCFD
3696
Boit C.F. David
$586K – – –
SOAMC
3697
Spirit of America Management Corp
New York
$586K +$73.4K +125 +14%
RWM
3698
Rialto Wealth Management
New York
$585K +$586K +998 New
MGAM
3699
McGowan Group Asset Management
Texas
$584K -$81K -138 -12%
OHIS
3700
Oak Harvest Investment Services
Texas
$583K -$1.37M -2,333 -70%
146 147
148
149 150