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Name Holding Trade Value Shares
Change 		Change in
Stake
DSCM
5926
Del-Sette Capital Management
New York
$355K +$2.43K +6 +0.6%
JPT
5927
Jordan Park Trust
New Hampshire
$352K -$42.5K -105 -10%
FCU
5928
Financial Concepts Unlimited
Maine
$351K -$51K -126 -12%
PFA
5929
Pinnacle Family Advisors
Missouri
$349K +$8.09K +20 +2%
FIC
5930
Family Investment Center
Missouri
$348K -$364K -900 -49%
VPW
5931
Vericrest Private Wealth
Pennsylvania
$347K -$1.46M -3,598 -79%
PWMG
5932
Pioneer Wealth Management Group
Texas
$347K +$20.6K +51 +6%
SFA
5933
Spectrum Financial Alliance
Kentucky
$346K +$55K +136 +17%
GVCM
5934
Global View Capital Management
Wisconsin
$346K +$375K +928 New
KWM
5935
KRM Wealth Management
Nevada
$346K +$2.02K +5 +0.5%
EG
5936
Ellerson Group
Maryland
$346K – – –
TWP
5937
TFO Wealth Partners
Ohio
$346K -$22.7K -56 -6%
BC
5938
Barnett & Company
Tennessee
$345K -$809 -2 -0.2%
ACM
5939
Appalachian Capital Management
Ohio
$343K +$1.21K +3 +0.3%
SWA
5940
Safir Wealth Advisors
New Hampshire
$343K +$97.1K +240 +35%
BHWM
5941
Beacon Hill Wealth Management
$343K +$372K +920 New
TP
5942
Trailhead Planners
Minnesota
$343K -$42.1K -104 -10%
SA
5943
Sincerus Advisory
New York
$342K +$12.5K +31 +3%
TCFP
5944
Treasure Coast Financial Planning
Florida
$342K – – –
P
5945
Palladiem
Pennsylvania
$341K -$79.3K -196 -18%
CCMW
5946
Cypress Capital Management (Wyoming)
Wyoming
$341K -$576K -1,424 -61%
PWP
5947
PrairieView Wealth Partners
Illinois
$339K +$3.64K +9 +1%
SCS
5948
Southern Capital Services
Alabama
$338K – – –
HOWA
5949
Hudson Oak Wealth Advisory
New Jersey
$336K -$18.2K -45 -5%
TPW
5950
TOP Private Wealth
Connecticut
$336K +$365K +902 New
236 237
238
239 240