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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
5601
Private Wealth Group
Florida
$294K – – –
LWM
5602
Latko Wealth Management
Illinois
$293K -$144K -354 -31%
BCM
5603
Beddow Capital Management
Wyoming
$291K – – –
SF
5604
SWP Financial
California
$290K -$21.2K -52 -6%
OAP
5605
One Advisory Partners
Kansas
$290K +$15.5K +38 +5%
MAM
5606
Mullooly Asset Management
New Jersey
$288K +$313K +767 New
CAM
5607
Clarity Asset Management
Iowa
$288K -$31K -76 -9%
AF
5608
Amara Financial
California
$287K +$408 +1 +0.1%
NFP
5609
NorthLanding Financial Partners
New York
$286K – – –
RHJA
5610
Rice Hall James & Associates
California
$285K +$12.6K +31 +4%
KCM
5611
Kennicott Capital Management
California
$284K -$75.8K -186 -20%
HEIP
5612
Hudson Edge Investment Partners
New Jersey
$282K +$89.3K +219 +41%
IWM
5613
Inlight Wealth Management
Georgia
$280K +$408 +1 +0.1%
EA
5614
Ergawealth Advisors
Illinois
$278K -$4.08K -10 -1%
SA
5615
Sincerus Advisory
New York
$278K -$14.3K -35 -5%
1L
5616
10Elms LLP
Oklahoma
$278K – – –
PFA
5617
Peak Financial Advisors
Colorado
$278K -$11.4K -28 -4%
DWM
5618
David Wealth Management
Virginia
$278K -$3.26K -8 -1%
KPPF
5619
Klein Pavlis & Peasley Financial
California
$277K +$54.6K +134 +23%
LA
5620
LPF Advisors
Florida
$276K – – –
MFS
5621
McNamara Financial Services
Massachusetts
$276K – – –
JC
5622
JBGlobal.com
New York
$275K – – –
JFG
5623
JDM Financial Group
Texas
$274K +$12.6K +31 +4%
5SA
5624
5th Street Advisors
Connecticut
$274K +$298K +730 New
HWA
5625
Hillcrest Wealth Advisors
New Jersey
$273K – – –
223 224
225
226 227