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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3001
Precedent Wealth Partners
Texas
$541K +$352K +469 New
SFWA
3002
Summit Financial Wealth Advisors
Louisiana
$541K +$351K +468 New
CWMP
3003
Clarion Wealth Managment Partners
Virginia
$541K +$351K +468 New
FGA
3004
Fortis Group Advisors
New Jersey
$540K -$77.2K -103 -18%
CB
3005
Community Bank
New York
$540K +$94.5K +126 +37%
ACC
3006
Acorn Creek Capital
Colorado
$539K +$350K +467 New
MAM
3007
Markin Asset Management
New York
$538K +$349K +466 New
MSCM
3008
McElhenny Sheffield Capital Management
Texas
$537K +$349K +465 New
HWM
3009
Hemming & Wealth Management
Michigan
$537K +$349K +465 New
BC
3010
Barrett & Company
Rhode Island
$536K -$26.2K -35 -7%
GPW
3011
Genesis Private Wealth
Virginia
$536K +$348K +464 New
DQRIM
3012
Dale Q Rice Investment Management
Washington
$536K +$348K +464 New
TWP
3013
Tower Wealth Partners
Pennsylvania
$534K +$347K +463 New
CPG
3014
Cornerstone Planning Group
New Jersey
$534K +$17.2K +23 +4%
NRG
3015
Nemes Rush Group
Michigan
$533K -$22.5K -30 -6%
GPA
3016
Guerra Pan Advisors
New Jersey
$533K +$346K +462 New
CVM
3017
Cheviot Value Management
California
$531K +$172K +230 +100%
BW
3018
BXM Wealth
Colorado
$531K +$345K +460 New
CWA
3019
Cura Wealth Advisors
Illinois
$531K +$345K +460 New
GPFA
3020
Game Plan Financial Advisors
Ohio
$530K +$344K +459 New
FCMT
3021
Founders Capital Management (Texas)
Texas
$529K -$106K -142 -24%
VMMC
3022
V.M. Manning & Co
South Carolina
$528K +$343K +458 New
PCP
3023
Panoramic Capital Partners
Oregon
$528K -$106K -141 -24%
CFO
3024
Custos Family Office
Texas
$527K +$343K +457 New
ACA
3025
American Capital Advisory
Idaho
$527K +$131K +175 +62%
119 120
121
122 123