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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
2251
Proficio Capital Partners
Massachusetts
$683K -$61.1K -567 -7%
JF
2252
JMN Financial
Ohio
$683K +$785K +7,282 New
TAM
2253
Townsend Asset Management
North Carolina
$681K +$47.4K +440 +6%
EFG
2254
Embree Financial Group
Illinois
$679K +$127K +1,176 +19%
HH
2255
HWG Holdings
Texas
$679K -$5.2M -48,190 -87%
BB
2256
Busey Bank
Illinois
$678K +$19.6K +182 +3%
FMN
2257
Financial Management Network
California
$674K -$3.02K -28 -0.4%
EPG
2258
Estate Planners Group
Pennsylvania
$673K +$774K +7,182 New
SA
2259
Sonoma Allocations
California
$673K +$57.1K +530 +7%
FWM
2260
Focused Wealth Management
New York
$672K -$78.7K -730 -9%
MFWP
2261
Mosaic Family Wealth Partners
Missouri
$671K -$1.08K -10 -0.1%
MTIM
2262
Marathon Trading Investment Management
Pennsylvania
$670K +$162K +1,501 +27%
MWM
2263
MOR Wealth Management
Pennsylvania
$669K +$769K +7,130 New
SC
2264
Sierra Capital
Florida
$668K – – –
SWA
2265
Sightline Wealth Advisors
Connecticut
$665K +$337K +3,124 +79%
KHC
2266
Koesten Hirschmann & Crabtree
Kansas
$665K +$216 +2 +0%
ACM
2267
Andina Capital Management
Utah
$663K -$35.1K -326 -4%
BCMLT
2268
Beacon Capital Management LLC (Tennessee)
Tennessee
$663K +$32.5K +301 +4%
TC
2269
Tannin Capital
North Carolina
$661K +$760K +7,054 New
WFA
2270
WJ Financial Advisors
Connecticut
$658K +$7.55K +70 +1%
HI
2271
Hoey Investments
Pennsylvania
$656K -$152K -1,411 -17%
AAG
2272
Armstrong Advisory Group
Massachusetts
$656K +$90.5K +839 +14%
MVA
2273
Mount Vernon Associates
Maryland
$656K +$755K +7,000 New
FCM
2274
Fell Capital Management
California
$654K +$753K +6,980 New
PFW
2275
Petros Family Wealth
Minnesota
$654K -$3.77K -35 -0.5%
89 90
91
92 93