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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2476
MGB Wealth Management
Texas
$331K +$305K +3,700 New
SN
2477
Sittner & Nelson
Oregon
$330K – – –
SFS
2478
Sharp Financial Services
Pennsylvania
$330K +$8.23K +100 +3%
LAS
2479
LWM Advisory Services
Florida
$328K +$26.3K +320 +9%
SWM
2480
Stark Wealth Management
Pennsylvania
$326K +$301K +3,660 New
SIC
2481
Sigma Investment Counselors
Michigan
$325K +$2.47K +30 +0.8%
RPC
2482
Rossmore Private Capital
Connecticut
$325K +$60.1K +730 +25%
LGG
2483
Luts & Greenleigh Group
Maryland
$324K +$4.12K +50 +1%
WCP
2484
Wick Capital Partners
Pennsylvania
$324K +$45.3K +550 +18%
FM
2485
Family Management
New York
$324K +$4.94K +60 +2%
GC
2486
Grimes & Company
Massachusetts
$323K +$14K +170 +5%
OFG
2487
Oxford Financial Group
Indiana
$323K -$35.4K -430 -11%
RTC
2488
Riverview Trust Company
Washington
$323K -$24.7K -300 -8%
1SB
2489
1ST Source Bank
Indiana
$323K +$6.58K +80 +2%
UFA
2490
Uptown Financial Advisors
Texas
$321K +$296K +3,600 New
MCM
2491
M1 Capital Management
Michigan
$320K +$295K +3,590 New
UWPG
2492
Ullmann Wealth Partners Group
Florida
$320K +$3.29K +40 +1%
MCM
2493
MV Capital Management
Maryland
$319K -$823 -10 -0.3%
CPA
2494
Capital Planning Advisors
California
$319K +$1.65K +20 +0.6%
HIM
2495
Hanlon Investment Management
New Jersey
$319K +$12.3K +150 +4%
PW
2496
Peninsula Wealth
California
$319K +$21.4K +260 +8%
BAM
2497
Brave Asset Management
New Jersey
$319K +$23.9K +290 +9%
VPF
2498
Vantage Point Financial
Illinois
$319K +$295K +3,580 New
CPSAC
2499
Chas P. Smith & Associates (CPS)
Florida
$319K +$295K +3,580 New
TCWM
2500
Total Clarity Wealth Management
Illinois
$318K +$44.4K +540 +18%
98 99
100
101 102