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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2651
Financial Management Professionals
Texas
$318K -$25.1K -285 -6%
EC
2652
EdgeRock Capital
Colorado
$318K -$79.2K -899 -17%
BWM
2653
Biltmore Wealth Management
Arizona
$317K +$34.5K +392 +10%
E
2654
EntreWealth
Texas
$317K +$379K +4,299 New
KA
2655
Kooman & Associates
Pennsylvania
$316K -$7.84K -89 -2%
CC
2656
Corsicana & Co
Texas
$316K +$388K +4,411 +31,507%
SFS
2657
Sharp Financial Services
Pennsylvania
$315K +$6.25K +71 +2%
BCM
2658
Becker Capital Management
Oregon
$315K +$89.1K +1,012 +30%
KFI
2659
Key Financial Inc
Pennsylvania
$315K +$16.7K +190 +5%
LCM
2660
LCM Capital Management
Illinois
$314K +$36K +409 +10%
ESBC
2661
E.S. Barr & Co
Kentucky
$314K -$15.9K -180 -4%
AC
2662
ASB Consultores
Florida
$314K – – –
4WM
2663
49 Wealth Management
Texas
$314K -$1.16M -13,166 -75%
A
2664
Alongside
Texas
$314K +$387K +4,395 New
WWC
2665
Waypoint Wealth Counsel
Georgia
$313K -$85.3K -969 -18%
SWGC
2666
Summit Wealth Group (Colorado)
Colorado
$312K -$33.3K -378 -8%
MAG
2667
M3 Advisory Group
Massachusetts
$311K -$54.3K -616 -12%
GWAG
2668
Garrett Wealth Advisory Group
Texas
$311K -$19.6K -222 -5%
PC
2669
Payne Capital
Oregon
$309K +$61.6K +700 +19%
PMG
2670
ProVise Management Group
Florida
$308K +$52.4K +595 +16%
PCM
2671
Polymer Capital Management
New York
$308K +$380K +4,310 New
AIC
2672
Archer Investment Corporation
Indiana
$306K -$20.3K -230 -5%
FPCP
2673
Fort Point Capital Partners
California
$305K -$27.4K -311 -7%
S
2674
Steadtrust
Texas
$305K – – –
CAL
2675
Capital Advisors Ltd
Ohio
$305K -$2.91K -33 -0.8%
105 106
107
108 109