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Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
5051
Flagship Private Wealth
Massachusetts
$408K +$10.6K +25 +3%
CCAL
5052
City Center Advisors LLC
Michigan
$405K – – –
CAM
5053
CenterStar Asset Management
Illinois
$405K -$47.3K -112 -11%
EA
5054
Ergawealth Advisors
Illinois
$404K +$1.27K +3 +0.3%
PFG
5055
Pinnacle Financial Group
Illinois
$403K +$381K +902 New
LFG
5056
Leverty Financial Group
Wisconsin
$403K -$19.4K -46 -5%
RP
5057
Reinhart Partners
Wisconsin
$402K – – –
M
5058
MYeCFO
California
$402K -$14.4K -34 -4%
DSCM
5059
Del-Sette Capital Management
New York
$402K -$53.2K -126 -12%
BFP
5060
Briaud Financial Planning
Texas
$401K -$422 -1 -0.1%
FWM
5061
Fortress Wealth Management
California
$400K +$87.8K +208 +30%
VARA
5062
Value Aligned Research Advisors
New Jersey
$398K +$376K +890 New
S4W
5063
Solutions 4 Wealth
Texas
$394K +$20.3K +48 +6%
SSG
5064
Summit Securities Group
New York
$394K -$63.2M -149,619 -99%
BFS
5065
Beacon Financial Strategies
North Carolina
$394K -$36.7K -87 -9%
TB
5066
Terril Brothers
Missouri
$392K +$8.45K +20 +2%
QCM
5067
Qsemble Capital Management
New York
$389K +$368K +871 New
LWP
5068
Laurel Wealth Planning
Minnesota
$387K -$19.4K -46 -5%
SPA
5069
Shore Point Advisors
New Jersey
$387K +$156K +370 +75%
AFA
5070
Alpha Financial Advisors
North Carolina
$386K – – –
CCMIC
5071
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$385K -$17.3K -41 -5%
TWCA
5072
Two West Capital Advisors
Kansas
$384K +$363K +860 New
CWM
5073
Certus Wealth Management
California
$382K – – –
CEI
5074
Clark Estates Inc
New York
$381K – – –
BFA
5075
Bright Financial Advisors
Michigan
$379K – – –
201 202
203
204 205