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Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
3101
James J. Burns & Company
New York
$241K +$17.3K +160 +7%
SWM
3102
Steinberganna Wealth Management
New York
$240K -$3.23K -30 -1%
SI
3103
Saxon Interests
Texas
$240K -$2.16K -20 -0.8%
FFWA
3104
FRG Family Wealth Advisors
Washington
$240K +$16.7K +155 +6%
FTC
3105
Farmers Trust Company
Ohio
$239K +$14K +130 +5%
CC
3106
Clearwave Capital
California
$239K +$275K +2,548 New
PWM
3107
Puff Wealth Management
New Jersey
$238K +$7.66K +71 +3%
LNB
3108
Ledyard National Bank
$238K +$66.8K +620 +32%
PCP
3109
Panoramic Capital Partners
Oregon
$237K +$3.34K +31 +1%
SW
3110
StrongBox Wealth
Missouri
$236K – – –
KI
3111
KTF Investments
California
$236K +$272K +2,520 New
SFGM
3112
Stonebridge Financial Group (Missouri)
Missouri
$236K +$271K +2,513 New
WFS
3113
Widmann Financial Services
Maryland
$235K +$12.9K +120 +5%
BPC
3114
Bearing Point Capital
Minnesota
$235K +$19.4K +180 +8%
WCG
3115
Weaver Consulting Group
California
$235K -$6.25K -58 -2%
HBWM
3116
Hollow Brook Wealth Management
New York
$234K -$5.39K -50 -2%
AFA
3117
AllGen Financial Advisors
Florida
$234K – – –
SSA
3118
South Street Advisors
New York
$234K – – –
FWM
3119
Foguth Wealth Management
Michigan
$233K +$276K +2,559 New
MWM
3120
Momentous Wealth Management
Washington
$233K +$6.47K +60 +2%
LAS
3121
LWM Advisory Services
Florida
$233K -$34.5K -320 -11%
BEW
3122
Burton Enright Welch
California
$232K +$17.9K +166 +7%
LWA
3123
Legacy Wealth Advisors
Florida
$232K +$266K +2,470 New
AFP
3124
Alpha Financial Partners
Kentucky
$231K -$36.4K -338 -12%
CAM
3125
CPA Asset Management
Florida
$231K +$265K +2,460 New
123 124
125
126 127