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Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
6076
Yardley Wealth Management
Pennsylvania
$247K – – –
FPWM
6077
Five Pine Wealth Management
Idaho
$246K -$41.4K -99 -13%
JCM
6078
J2 Capital Management
Michigan
$246K -$20.1K -48 -7%
1NWS
6079
1 North Wealth Services
Maryland
$246K +$29.3K +70 +12%
LJCM
6080
Lee Johnson Capital Management
Texas
$245K -$1.25K -3 -0.5%
LWP
6081
Laurel Wealth Planning
Minnesota
$245K +$36K +86 +15%
ASG
6082
Ariston Services Group
California
$244K -$215K -514 Closed
FPW
6083
Flagship Private Wealth
Massachusetts
$244K -$18.8K -45 -6%
FW
6084
Fidato Wealth
Ohio
$242K +$47.7K +114 +21%
CWA
6085
Cornerstone Wealth Advisors
Minnesota
$242K -$75.3K -180 -22%
LAMC
6086
Longview Asset Management (California)
California
$240K – – –
AI
6087
Arrien Investments
Idaho
$240K +$31.4K +75 +13%
AP
6088
Arlington Partners
Alabama
$239K +$270K +645 New
BCM
6089
Bluefin Capital Management
New York
$239K +$270K +645 New
BFA
6090
Ballast Financial Advisors
Pennsylvania
$237K +$5.86K +14 +2%
EF
6091
Elite Financial
Idaho
$237K – – –
PWA
6092
Perspective Wealth Advisors
Colorado
$237K +$67.4K +161 +34%
SA
6093
swisspartners Advisors
Switzerland
$236K – – –
OFG
6094
Orcam Financial Group
California
$235K +$15.1K +36 +6%
CWM
6095
Capital Wealth Management
Rhode Island
$235K -$79.1K -189 -23%
JFG
6096
JDM Financial Group
Texas
$235K +$44.4K +106 +20%
CF
6097
Carter Financial
California
$235K – – –
RC
6098
Rareview Capital
Nevada
$234K – – –
HMS
6099
Hanseatic Management Services
New Mexico
$234K +$264K +632 New
FIS
6100
Fischer Investment Strategies
California
$234K -$27.2K -65 -9%
242 243
244
245 246