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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4701
SFG Wealth Management
Maryland
$269K – – –
AWMI
4702
Aegis Wealth Management (Iowa)
Iowa
$269K +$74K +121 +34%
JSC
4703
Jackson Square Capital
California
$269K +$14.1K +23 +5%
SC
4704
Scratch Capital
Idaho
$268K – – –
AWA
4705
A4 Wealth Advisors
North Carolina
$268K -$226K -370 -44%
SICM
4706
Sustainable Insight Capital Management
New York
$268K -$48.9K -80 -14%
WC
4707
Woodstock Corp
Massachusetts
$268K +$3.06K +5 +1%
BBWP
4708
Beacon Bridge Wealth Partners
Pennsylvania
$268K +$22K +36 +8%
KLI
4709
Kelman-Lazarov Inc
Tennessee
$266K +$39.7K +65 +16%
CFM
4710
Cornerstone Financial Management
Massachusetts
$266K +$63K +103 +28%
PWM
4711
PTM Wealth Management
United States
$265K +$611 +1 +0.2%
OCM
4712
Objective Capital Management
Ohio
$265K -$197K -322 -41%
MSWM
4713
Master's Wealth Management
Pennsylvania
$265K +$29.4K +48 +11%
WA1
4714
Wimmer Associates 1
California
$265K -$253K -413 -47%
AFP
4715
Advus Financial Partners
Florida
$264K +$286K +468 New
LFASL
4716
Lugano Financial Advisors SA (LFA)
Switzerland
$264K – – –
1CM
4717
1492 Capital Management
Wisconsin
$261K -$28.1K -46 -9%
JESC
4718
J.E. Simmons & Co
Texas
$261K -$14.1K -23 -5%
PFG
4719
Pinnacle Financial Group
Illinois
$261K +$30.6K +50 +12%
PIMG
4720
Patriot Investment Management Group
Tennessee
$261K -$5.5K -9 -2%
RC
4721
Resolute Capital
South Carolina
$261K +$45.3K +74 +19%
MWA
4722
Madson Wealth Advisors
California
$260K +$17.1K +28 +6%
MFFIA
4723
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$260K – – –
RFP
4724
Roth Financial Partners
Texas
$260K – – –
HWM
4725
HRC Wealth Management
Idaho
$260K +$611 +1 +0.2%
187 188
189
190 191