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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2651
KLCM Advisors
Wisconsin
$449K +$412K +4,672 New
FWM
2652
FMB Wealth Management
California
$449K -$91.6K -1,040 -18%
SCM
2653
Stonebridge Capital Management
California
$447K +$410K +4,650 New
LWM
2654
Lighthouse Wealth Management
Ohio
$447K -$56.5K -641 -12%
BAM
2655
BOS Asset Management
Illinois
$447K +$410K +4,648 New
WA
2656
Waystone Advisors
Washington
$446K -$90.7K -1,029 -18%
W
2657
Wealthquest
Ohio
$444K +$105K +1,197 +35%
PWM
2658
Palumbo Wealth Management
New York
$444K -$15.2K -173 -4%
MCM
2659
MV Capital Management
Maryland
$443K -$62.9K -714 -13%
PPW
2660
Pasadena Private Wealth
California
$442K -$44.4K -504 -10%
SN
2661
Sittner & Nelson
Oregon
$442K +$74.9K +850 +23%
TP
2662
TritonPoint Partners
Maryland
$442K +$173K +1,958 +74%
VC
2663
Veracity Capital
Georgia
$441K -$79.7K -905 -16%
FPCP
2664
Fort Point Capital Partners
California
$441K +$15.9K +180 +4%
SWM
2665
Selective Wealth Management
Virginia
$441K -$6.87K -78 -2%
ESBC
2666
E.S. Barr & Co
Kentucky
$440K – – –
GWAG
2667
Garrett Wealth Advisory Group
Texas
$440K +$403K +4,579 New
HKIMG
2668
Hutchens & Kramer Investment Management Group
Indiana
$440K -$19.2K -218 -5%
WF
2669
Whelan Financial
California
$439K -$24.7K -280 -6%
TCWM
2670
Total Clarity Wealth Management
Illinois
$438K +$53.8K +611 +16%
EWM
2671
Elevatus Welath Management
New York
$437K +$73.4K +833 +22%
FCMA
2672
Foresight Capital Management Advisors
Michigan
$437K +$400K +4,545 New
MW
2673
Marble Wealth
Alabama
$437K -$625K -7,088 -61%
MHWM
2674
Montz Harcus Wealth Management
Louisiana
$436K -$19.4K -220 -5%
WIP
2675
WealthCare Investment Partners
Rhode Island
$436K +$416K +4,720 New
105 106
107
108 109