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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
6051
Stapp Wealth Management
Washington
$252K – – –
PGWA
6052
Plus Group Wealth Advisors
Wisconsin
$251K -$9.71K -24 -3%
YWM
6053
Yardley Wealth Management
Pennsylvania
$249K +$405 +1 +0.2%
JCM
6054
J2 Capital Management
Michigan
$248K +$809 +2 +0.3%
SIM
6055
Sims Investment Management
Ohio
$247K +$268K +663 New
BWM
6056
BCGM Wealth Management
Indiana
$247K -$259K -640 -49%
FPW
6057
Flagship Private Wealth
Massachusetts
$247K +$405 +1 +0.2%
FWM
6058
FSR Wealth Management
Illinois
$246K +$267K +660 New
CCWP
6059
Cedar Cove Wealth Partners
Minnesota
$245K +$20.6K +51 +8%
CFG
6060
CSP Financial Group
Arizona
$245K +$266K +658 New
V
6061
Viaable
Pennsylvania
$244K +$257K +634 New
LAMC
6062
Longview Asset Management (California)
California
$242K – – –
1NWS
6063
1 North Wealth Services
Maryland
$242K -$6.07K -15 -2%
SWM
6064
Schwallier Wealth Management
Michigan
$241K -$12.5K -31 -5%
CWM
6065
Capital Wealth Management
Rhode Island
$241K +$4.45K +11 +2%
AP
6066
Arlington Partners
Alabama
$241K – – –
AFW
6067
Atlantic Family Wealth
Florida
$240K -$85.8K -212 -25%
BAM
6068
Blueshift Asset Management
New Jersey
$240K +$260K +643 New
LKWM
6069
Lee-Kelleher Wealth Management
Maryland
$239K +$260K +642 New
MGWA
6070
Monument Group Wealth Advisors
Massachusetts
$239K +$399K +986 +175%
SAIG
6071
Semper Augustus Investments Group
Colorado
$239K +$259K +641 New
SI
6072
Symmetry Investments
Jersey
$239K -$9.86M -24,361 -97%
CFG
6073
Cassilly Financial Group
Maryland
$239K +$259K +640 New
SA
6074
swisspartners Advisors
Switzerland
$239K – – –
MCA
6075
Midwest Capital Advisors
Michigan
$237K +$86.6K +214 +51%
241 242
243
244 245