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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
4676
Woodstock Corp
Massachusetts
$268K +$3.06K +5 +1%
BBWP
4677
Beacon Bridge Wealth Partners
Pennsylvania
$268K +$22K +36 +8%
KLI
4678
Kelman-Lazarov Inc
Tennessee
$266K +$39.7K +65 +16%
CFM
4679
Cornerstone Financial Management
Massachusetts
$266K +$63K +103 +28%
PWM
4680
PTM Wealth Management
United States
$265K +$611 +1 +0.2%
OCM
4681
Objective Capital Management
Ohio
$265K -$197K -322 -41%
MSWM
4682
Master's Wealth Management
Pennsylvania
$265K +$29.4K +48 +11%
WA1
4683
Wimmer Associates 1
California
$265K -$253K -413 -47%
LFASL
4684
Lugano Financial Advisors SA (LFA)
Switzerland
$264K – – –
1CM
4685
1492 Capital Management
Wisconsin
$261K -$28.1K -46 -9%
JESC
4686
J.E. Simmons & Co
Texas
$261K -$14.1K -23 -5%
PFG
4687
Pinnacle Financial Group
Illinois
$261K +$30.6K +50 +12%
PIMG
4688
Patriot Investment Management Group
Tennessee
$261K -$5.5K -9 -2%
RC
4689
Resolute Capital
South Carolina
$261K +$45.3K +74 +19%
MWA
4690
Madson Wealth Advisors
California
$260K +$17.1K +28 +6%
MFFIA
4691
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$260K – – –
RFP
4692
Roth Financial Partners
Texas
$260K – – –
HWM
4693
HRC Wealth Management
Idaho
$260K +$611 +1 +0.2%
MW
4694
Merited Wealth
Florida
$260K +$6.73K +11 +2%
KFG
4695
Kropog Financial Group
Louisiana
$259K -$36.7K -60 -12%
CLP
4696
Charis Legacy Partners
Texas
$259K +$30K +49 +12%
FWA
4697
FOCUS Wealth Advisors
Texas
$259K – – –
SFSG
4698
Sound Financial Strategies Group
Mississippi
$257K – – –
CMA
4699
Cedar Mountain Advisors
Oregon
$257K +$83.2K +136 +43%
FCU
4700
Financial Concepts Unlimited
Maine
$257K +$7.34K +12 +3%
186 187
188
189 190