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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2176
Core Wealth Partners
California
$324K – – –
BFC
2177
Bedel Financial Consulting
Indiana
$324K – – –
KHCM
2178
Kirtland Hills Capital Management
Ohio
$324K +$2.01K +30 +0.7%
AT
2179
American Trust
Kentucky
$323K +$305K +4,560 New
GBWM
2180
Granite Bay Wealth Management
New Hampshire
$323K – – –
HFAS
2181
Hummer Financial Advisory Services
Illinois
$321K – – –
SGK
2182
Steigerwald Gordon & Koch
Virginia
$321K +$12.7K +190 +4%
BFIC
2183
Bedell Frazier Investment Counselling
California
$321K -$10.7K -160 -3%
SIGI
2184
Susquehanna International Group (Ireland)
Ireland
$321K +$302K +4,520 New
SL
2185
Salomon & Ludwin
Virginia
$320K -$18.1K -270 -6%
MPM
2186
MBB Public Markets
Illinois
$319K -$20.3M -303,720 -99%
REMPR
2187
Roof Eidam Maycock Peralta (REMP)
California
$319K – – –
EC
2188
EntryPoint Capital
New York
$319K +$301K +4,500 New
NWMG
2189
Nicholson Wealth Management Group
South Carolina
$319K +$301K +4,500 New
EFG
2190
Ethos Financial Group
Pennsylvania
$319K +$70.2K +1,050 +30%
BWS
2191
Buck Wealth Strategies
Colorado
$318K -$4.01K -60 -1%
JAM
2192
JCIC Asset Management
Ontario, Canada
$318K +$26.8K +400 +10%
PWLP
2193
Prio Wealth Limited Partnership
Massachusetts
$316K -$28.1K -420 -9%
CWM
2194
Centric Wealth Management
Illinois
$316K – – –
RCM
2195
RNC Capital Management
California
$316K – – –
PPW
2196
Pasadena Private Wealth
California
$313K -$5.35K -80 -2%
T
2197
Tidemark
California
$313K +$2.67K +40 +0.9%
PC
2198
Permanens Capital
New York
$313K +$295K +4,410 New
IHL
2199
Investment House LLC
California
$312K +$46.8K +700 +19%
SFG
2200
Sovereign Financial Group
Connecticut
$312K +$88.3K +1,320 +43%
86 87
88
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