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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2426
Objective Capital Management
Ohio
$410K -$12.7K -66 -3%
SP
2427
Successful Portfolios
Florida
$410K +$1.16K +6 +0.2%
VBCG
2428
Valley Brook Capital Group
Pennsylvania
$408K +$9.65K +50 +2%
FFWM
2429
Future Financial Wealth Management
Ohio
$407K – – –
FPWM
2430
FSB Premier Wealth Management
Iowa
$406K +$3.47K +18 +0.7%
NB
2431
Northwest Bancshares
Pennsylvania
$404K -$21.6K -112 -4%
PBCM
2432
Point Break Capital Management
Florida
$403K – – –
CHA
2433
Carmichael Hill & Associates
Maryland
$402K -$15.8K -82 -3%
P
2434
&Partners
Tennessee
$402K +$37.2K +193 +8%
BFS
2435
Baskin Financial Services
Ontario, Canada
$401K -$18.4M -95,125 -97%
TA
2436
TruWealth Advisors
Louisiana
$401K +$25.5K +132 +6%
FSC
2437
Full Sail Capital
Oklahoma
$400K -$159K -823 -25%
GAA
2438
Global Assets Advisory
Florida
$399K +$479K +2,481 New
SG
2439
Somerset Group
Minnesota
$398K – – –
VCM
2440
Vivaldi Capital Management
Illinois
$398K +$5.79K +30 +1%
RW
2441
REDW Wealth
New Mexico
$397K +$37.2K +193 +9%
LF
2442
Lantz Financial
Illinois
$396K -$9.07K -47 -2%
LFG
2443
Larson Financial Group
Missouri
$396K +$35.3K +183 +8%
CPSAC
2444
Chas P. Smith & Associates (CPS)
Florida
$395K +$26.2K +136 +6%
BFS
2445
Bickling Financial Services
Massachusetts
$394K +$386 +2 +0.1%
KLC
2446
Knowledge Leaders Capital
Colorado
$393K -$90.3K -468 -16%
RRCM
2447
Rappaport Reiches Capital Management
Illinois
$392K +$5.79K +30 +1%
MPCG
2448
Matrix Private Capital Group
New York
$392K -$61.2K -317 -12%
QCIG
2449
Quad-Cities Investment Group
Iowa
$392K -$5.02K -26 -1%
CFO
2450
Collective Family Office
Pennsylvania
$392K +$1.35K +7 +0.3%
96 97
98
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