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Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
2301
Financial Management Network
California
$266K +$6.69K +100 +3%
ACC
2302
Acorn Creek Capital
Colorado
$266K +$7.36K +110 +3%
KB
2303
Kimelman & Baird
New York
$266K – – –
ES
2304
Eagle Strategies
New York
$266K – – –
HKAM
2305
Horizon Kinetics Asset Management
New York
$266K – – –
BMC
2306
Beaton Management Company
Massachusetts
$265K – – –
SSWM
2307
Strait & Sound Wealth Management
California
$265K -$74.9K -1,120 -23%
SAW
2308
Signal Advisors Wealth
Michigan
$264K +$249K +3,720 New
SWMP
2309
Signature Wealth Management Partners
New Jersey
$264K – – –
WCA
2310
Waypoint Capital Advisors
Minnesota
$263K +$1.34K +20 +0.5%
SN
2311
Sittner & Nelson
Oregon
$262K – – –
CIA
2312
Compass Ion Advisors
Pennsylvania
$262K +$10.7K +160 +5%
EBA
2313
Eagle Bay Advisors
New York
$261K -$2.01K -30 -0.8%
ACG
2314
Allen Capital Group
Nebraska
$260K +$245K +3,670 New
AAM
2315
Austin Asset Management
Texas
$260K -$2.01K -30 -0.8%
BW
2316
BIP Wealth
Georgia
$260K +$245K +3,660 New
OLVIG
2317
Oliver Lagore Vanvalin Investment Group
Michigan
$260K +$2.01K +30 +0.8%
I
2318
InceptionR
California
$258K +$243K +3,640 New
BA
2319
Bridge Advisory
California
$257K -$4.68K -70 -2%
SIC
2320
Sigma Investment Counselors
Michigan
$257K +$18.1K +270 +8%
MPPLM
2321
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$257K +$242K +3,620 New
IIC
2322
Integrated Investment Consultants
Michigan
$256K -$104K -1,550 -30%
FSA
2323
Financial Security Advisor
Virginia
$255K – – –
SFS
2324
Sharp Financial Services
Pennsylvania
$255K – – –
SPWG
2325
Sage Private Wealth Group
Illinois
$255K -$22.1K -330 -8%
91 92
93
94 95