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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMM
5226
Piedmont Capital Management (Montana)
Montana
$897K +$57.8K +133 +8%
KA
5227
Kure Advisory
Minnesota
$896K +$47.8K +110 +7%
MAWAG
5228
Mid-American Wealth Advisory Group
Missouri
$896K +$164K +378 +27%
PWM
5229
PTM Wealth Management
United States
$895K +$231K +531 +42%
CWM
5230
Chicago Wealth Management
Illinois
$892K -$176K -406 -18%
FOR
5231
Family Office Research
Maryland
$892K +$14.3K +33 +2%
EW
5232
Enzi Wealth
Texas
$891K +$1.3K +3 +0.2%
FI
5233
FIDELIS iM
Oregon
$890K +$1.3K +3 +0.2%
EPP
5234
ETF Portfolio Partners
Kansas
$890K – – –
DP
5235
Divergent Planning
Maryland
$888K -$47.8K -110 -6%
RWM
5236
Riverchase Wealth Management
Texas
$888K – – –
EP
5237
Essential Partners
California
$888K +$775K +1,785 New
SCM
5238
Sollinda Capital Management
Florida
$887K +$77.7K +179 +11%
CFGF
5239
Compass Financial Group (Florida)
Florida
$887K – – –
CFG
5240
Cornerstone Financial Group
Nebraska
$886K +$2.17K +5 +0.3%
SIM
5241
Synergy Investment Management
Florida
$886K -$16.9K -39 -2%
JSA
5242
Jim Saulnier & Associates
Colorado
$885K +$28.7K +66 +4%
CCM
5243
Charter Capital Management
Wisconsin
$885K +$773K +1,779 New
CFS
5244
CGC Financial Services
Oregon
$883K -$75.1K -173 -9%
SAM
5245
Sequent Asset Management
Texas
$883K -$39.1K -90 -5%
FG
5246
Fairman Group
Pennsylvania
$882K -$5.21K -12 -0.7%
NA
5247
Note Advisors
New York
$877K -$36.5K -84 -5%
E
5248
EntreWealth
Texas
$876K +$6.51K +15 +0.9%
RWM
5249
Rolek Wealth Management
Pennsylvania
$876K +$11.3K +26 +1%
NI
5250
NCP Inc
California
$874K -$24.3K -56 -3%
208 209
210
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