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Name Holding Trade Value Shares
Change 		Change in
Stake
WWWM
5576
White Wing Wealth Management
Texas
$315K +$58.7K +144 +20%
M
5577
MYeCFO
California
$315K -$31K -76 -8%
OFG
5578
Omega Financial Group
California
$315K +$408 +1 +0.1%
NL
5579
NDWM LLC
California
$314K – – –
SWM
5580
Schwallier Wealth Management
Michigan
$314K +$341K +836 New
FPWM
5581
Five Pine Wealth Management
Idaho
$312K -$13.9K -34 -4%
SC
5582
Sykon Capital
New York
$308K -$50.6K -124 -13%
1CM
5583
1492 Capital Management
Wisconsin
$307K -$15.1K -37 -4%
BIA
5584
Barry Investment Advisors
Massachusetts
$306K +$408 +1 +0.1%
EL
5585
EQ LLC
Washington
$306K +$8.15K +20 +3%
CFGSD
5586
Compass Financial Group (South Dakota)
South Dakota
$303K +$55.9K +137 +20%
BWM
5587
Biltmore Wealth Management
Arizona
$302K – – –
IPA
5588
Investment Planning Advisors
Georgia
$301K +$327K +802 New
KC
5589
Kinloch Capital
Virginia
$301K +$10.2K +25 +3%
LWAM
5590
Legacy Wealth Asset Management
Minnesota
$301K – – –
LODC
5591
Lanham O'Dell & Company
West Virginia
$300K – – –
RFP
5592
RCS Financial Planning
Maryland
$300K -$13.5K -33 -4%
EPM
5593
Elm Partners Management
Pennsylvania
$300K +$47.3K +116 +17%
HCM
5594
Hudson Capital Management
New Jersey
$300K +$33.8K +83 +12%
SF
5595
SageOak Financial
Oklahoma
$299K – – –
STCOSD
5596
Sageworth Trust Company of South Dakota
South Dakota
$299K +$325K +797 New
SIAM
5597
Sterling Investment Advisors (Missouri)
Missouri
$298K -$4.89K -12 -1%
PFA
5598
Portland Financial Advisors
New York
$298K +$42.8K +105 +15%
TCM
5599
TABR Capital Management
California
$297K +$17.1K +42 +6%
BP
5600
BCK Partners
New York
$295K -$193K -474 -38%
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224
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