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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3801
BCGM Wealth Management
Indiana
$999K +$118K +448 +11%
TWM
3802
TriaGen Wealth Management
California
$994K -$10.8K -41 -1%
PA
3803
Planning Alternatives
Michigan
$991K -$127K -481 -10%
IFO
3804
Independent Family Office
New York
$991K – – –
CCIA
3805
Campbell & Co Investment Adviser
Maryland
$991K +$1.12M +4,256 New
MWC
3806
MBM Wealth Consultants
Missouri
$988K +$314K +1,189 +41%
IWA
3807
Inspirion Wealth Advisors
Illinois
$987K +$15.3K +58 +1%
SFO
3808
Standard Family Office
South Dakota
$987K +$1.12M +4,239 New
CFAM
3809
Coury Firm Asset Management
Pennsylvania
$986K +$1.58K +6 +0.1%
SPI
3810
Santori & Peters Inc
Pennsylvania
$984K +$29K +110 +3%
CAM
3811
Crestone Asset Management
Colorado
$983K -$369K -1,398 -25%
SWM
3812
SFG Wealth Management
Maryland
$983K -$19.3K -73 -2%
PFM
3813
Peak Financial Management
Massachusetts
$983K +$56K +212 +5%
MA
3814
MAS Advisors
Florida
$982K +$349K +1,322 +46%
C
3815
Covestor
United Kingdom
$981K -$64.7K -245 -5%
PPW
3816
Pasadena Private Wealth
California
$978K +$49.4K +187 +5%
KOC
3817
Koss-Olinger Consulting
Florida
$978K +$106K +402 +11%
GCIG
3818
Grand Central Investment Group
Florida
$977K -$59.1K -224 -5%
PGWM
3819
Pitti Group Wealth Management
New York
$977K -$4.49K -17 -0.4%
FFG
3820
Ford Financial Group
California
$977K +$156K +591 +16%
CAM
3821
Concorde Asset Management
Michigan
$977K +$534K +2,023 +91%
TF
3822
TLWM Financial
Texas
$976K +$1.98M +7,484 +176%
SFS
3823
Security Financial Services
Indiana
$974K -$5.02K -19 -0.5%
FA
3824
Fountainhead AM
New Jersey
$971K -$7.39K -28 -0.7%
OPWM
3825
Oakwell Private Wealth Management
Texas
$971K +$21.7K +82 +2%
151 152
153
154 155