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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
4926
Prism Advisors
California
$541K +$405 +1 +0.1%
EPWM
4927
Essex Private Wealth Management
Massachusetts
$540K +$20.6K +51 +4%
FWM
4928
FMA Wealth Management
Massachusetts
$540K – – –
OKSA
4929
O'Keefe Stevens Advisory
New York
$540K +$8.91K +22 +2%
FCT
4930
Family Capital Trust
Massachusetts
$540K – – –
GWAM
4931
Guardian Wealth Advisors (Minnesota)
Minnesota
$535K +$64.4K +159 +14%
BBWP
4932
Beacon Bridge Wealth Partners
Pennsylvania
$529K +$2.43K +6 +0.5%
BC
4933
Barnett & Company
Tennessee
$528K – – –
DA
4934
DSC Advisors
Illinois
$528K +$61.9K +153 +14%
TWD
4935
True Wealth Design
Ohio
$525K -$41.3K -102 -8%
JAIC
4936
Josh Arnold Investment Consultant
Minnesota
$523K +$213K +525 +73%
CCM
4937
Cutler Capital Management
Massachusetts
$522K +$76.5K +189 +18%
SRL
4938
Scientech Research LLC
New Jersey
$518K +$38.9K +96 +8%
GWMI
4939
Guardian Wealth Management (Illinois)
Illinois
$518K -$1.21K -3 -0.2%
SC
4940
Steph & Co
Wisconsin
$517K +$114K +281 +30%
FOFP
4941
Fee-Only Financial Planning
South Carolina
$516K – – –
BFP
4942
Beacon Financial Planning
Massachusetts
$512K +$405 +1 +0.1%
HEIP
4943
Hudson Edge Investment Partners
New Jersey
$510K +$40.1K +99 +9%
TF
4944
Threadgill Financial
Texas
$509K +$134K +331 +38%
LL
4945
LPWM LLC
Minnesota
$509K – – –
MFG
4946
MTM Financial Group
Pennsylvania
$509K +$8.5K +21 +2%
WC
4947
Wexford Capital
Florida
$508K +$153K +379 +46%
T
4948
TrueFG
Texas
$507K – – –
SC
4949
Schubert & Co
Texas
$506K -$18.6K -46 -4%
OBWP
4950
O'Brien Wealth Partners
Massachusetts
$504K -$330K -816 -40%
196 197
198
199 200