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Name Holding Trade Value Shares
Change 		Change in
Stake
RHJA
5626
Rice Hall James & Associates
California
$406K -$6.12K -12 -2%
PWG
5627
Private Wealth Group
Florida
$406K – – –
CAM
5628
CenterStar Asset Management
Illinois
$406K +$400K +784 New
PWMG
5629
Pioneer Wealth Management Group
Texas
$404K +$144K +283 +57%
KFGG
5630
Keystone Financial Group (Georgia)
Georgia
$403K -$24.5K -48 -6%
KC
5631
Kinloch Capital
Virginia
$402K -$13.3K -26 -3%
BP
5632
BCK Partners
New York
$401K -$1.02K -2 -0.3%
SF
5633
SWP Financial
California
$400K – – –
KWM
5634
Kiker Wealth Management
Georgia
$400K -$206K -403 -34%
BWM
5635
Buska Wealth Management
Wisconsin
$399K +$51.5K +101 +15%
FVCM
5636
F&V Capital Management
Florida
$397K -$44.9K -88 -10%
FPWM
5637
Five Pine Wealth Management
Idaho
$396K -$18.4K -36 -5%
NFP
5638
NorthLanding Financial Partners
New York
$394K – – –
MAM
5639
Marquette Asset Management
Minnesota
$392K -$265K -520 -41%
KCM
5640
Kennicott Capital Management
California
$391K -$5.61K -11 -1%
IW
5641
Imprint Wealth
South Carolina
$391K +$385K +755 New
SPWM
5642
Straight Path Wealth Management
Michigan
$390K +$10.1M +19,771 +2,712%
JFG
5643
JDM Financial Group
Texas
$390K +$11.7K +23 +3%
FA
5644
Financial Alternatives
California
$390K +$36.2K +71 +10%
EP
5645
Ehrenkranz Partners
New York
$388K +$383K +750 New
SFA
5646
Spectrum Financial Alliance
Kentucky
$385K +$16.8K +33 +5%
BCM
5647
Banyan Capital Management
Georgia
$381K +$375K +735 New
MFS
5648
McNamara Financial Services
Massachusetts
$380K – – –
PFA
5649
Pinnacle Family Advisors
Missouri
$380K +$49.5K +97 +15%
MAWAG
5650
Mid-American Wealth Advisory Group
Missouri
$380K -$545K -1,069 -59%
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