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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
5401
MTM Financial Group
Pennsylvania
$651K +$35.2K +81 +7%
VFG
5402
Valley Financial Group
Pennsylvania
$650K – – –
OAP
5403
One Advisory Partners
Kansas
$649K +$221K +510 +66%
CWM
5404
Capital Wealth Management
Rhode Island
$649K – – –
FC
5405
Farringdon Capital
United Kingdom
$648K -$385K -887 -41%
LFA
5406
LifeGuide Financial Advisors
Pennsylvania
$648K – – –
JPT
5407
Jordan Park Trust
New Hampshire
$648K +$74.3K +171 +15%
DFG
5408
Dynamic Financial Group
Iowa
$648K +$7.38K +17 +1%
OCM
5409
Objective Capital Management
Ohio
$645K -$171K -394 -23%
JCIA
5410
Jackson Creek Investment Advisors
Colorado
$644K -$10.9K -25 -2%
LL
5411
LPWM LLC
Minnesota
$644K – – –
MCA
5412
Maryland Capital Advisors
Maryland
$638K +$142K +328 +34%
FPCG
5413
Forum Private Client Group
Indiana
$638K +$434 +1 +0.1%
AP
5414
Aspect Partners
Virginia
$637K +$146K +336 +36%
TL
5415
Tradewinds LLC
North Carolina
$636K -$16.7M -38,399 -97%
MWA
5416
Merkkuri Wealth Advisors
New York
$636K -$64.3K -148 -10%
FWMP
5417
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$635K +$8.69K +20 +2%
MAM
5418
Marquette Asset Management
Minnesota
$635K -$2.17K -5 -0.4%
LIM
5419
Lagoda Investment Management
New York
$634K – – –
SPIO
5420
Seven Post Investment Office
California
$634K – – –
DWM
5421
DKM Wealth Management
California
$633K -$8.69K -20 -2%
GWM
5422
Grand Wealth Management
Michigan
$621K -$40K -92 -7%
BBWP
5423
Beacon Bridge Wealth Partners
Pennsylvania
$621K -$42.1K -97 -7%
LTL
5424
Lowery Thomas LLC
California
$620K -$43.4K -100 -7%
GWMI
5425
Guardian Wealth Management (Illinois)
Illinois
$619K +$5.65K +13 +1%
215 216
217
218 219