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Name Holding Trade Value Shares
Change 		Change in
Stake
VST
4576
Van Strum & Towne
California
$283K – – –
BTWM
4577
Brass Tax Wealth Management
Ohio
$283K +$28.3K +38 +11%
PWM
4578
PTM Wealth Management
United States
$283K -$22.3K -30 -7%
KFS
4579
Kelly Financial Services
Massachusetts
$282K +$4.47K +6 +2%
SAM
4580
Sequent Asset Management
Texas
$282K +$18.6K +25 +7%
PF
4581
Penney Financial
Texas
$282K +$286K +384 New
MLA
4582
MB, Levis & Associates
Pennsylvania
$281K -$150K -201 -34%
NJBEST
4583
New Jersey Better Educational Savings Trust
New Jersey
$281K – – –
NFG
4584
Northeast Financial Group
Pennsylvania
$279K +$22.3K +30 +9%
NL
4585
NDWM LLC
California
$279K +$744 +1 +0.3%
KFG
4586
Kropog Financial Group
Louisiana
$278K -$5.21K -7 -2%
BAM
4587
Burgundy Asset Management
Ontario, Canada
$277K – – –
TFG
4588
Tull Financial Group
Virginia
$277K +$41.7K +56 +17%
HIW
4589
Holos Integrated Wealth
Pennsylvania
$276K – – –
BP
4590
BWM Planning
Texas
$276K +$35K +47 +14%
FCM
4591
Fogel Capital Management
Florida
$275K – – –
SFG
4592
Shum Financial Group
California
$275K +$279K +375 New
PWA
4593
Providence Wealth Advisors
Illinois
$275K +$19.4K +26 +8%
RLH
4594
RD Lewis Holdings
Florida
$275K +$42.4K +57 +14%
BWG
4595
Berry Wealth Group
Texas
$273K -$1.22M -1,638 -81%
CIEC
4596
Crédit Industriel et Commercial
France
$273K -$445K -598 -62%
AMG
4597
Advisors Management Group
Wisconsin
$273K -$23.1K -31 -8%
SHIM
4598
Stone House Investment Management
Pennsylvania
$273K +$14.9K +20 +6%
CWM
4599
Copia Wealth Management
Oregon
$272K +$139K +187 +102%
RWM
4600
Refined Wealth Management
Utah
$270K – – –
182 183
184
185 186