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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2301
49 Wealth Management
Texas
$689K +$23.2K +190 +3%
PWS
2302
Peterson Wealth Services
Utah
$689K +$2.67M +21,900 +395%
EFSCE
2303
Enterprise Financial Services Corp (EFSC)
Missouri
$689K -$35.4K -290 -5%
PSF
2304
Pacific Sun Financial
California
$688K +$11K +90 +2%
IA
2305
IFG Advisors
Missouri
$687K -$4.88K -40 -0.7%
WF
2306
WinCap Financial
Massachusetts
$687K +$699K +5,730 New
FFG
2307
Floyd Financial Group
Missouri
$686K -$109K -890 -14%
VFG
2308
V2 Financial group
Illinois
$686K – – –
CA
2309
Cornerstone Advisory
Maryland
$686K +$33K +270 +5%
SBWIC
2310
Schaper Benz & Wise Investment Counsel
Wisconsin
$685K – – –
CIS
2311
Connors Investor Services
Pennsylvania
$683K +$696K +5,700 New
SCM
2312
Seascape Capital Management
New Hampshire
$681K +$11K +90 +2%
PFM
2313
Phillips Financial Management
Indiana
$681K -$4.88K -40 -0.7%
AFM
2314
Aspetuck Financial Management
Connecticut
$681K +$30.5K +250 +5%
WA
2315
Wealth Architects
California
$680K -$4.88K -40 -0.7%
TCWM
2316
Total Clarity Wealth Management
Illinois
$680K -$94K -770 -12%
MPW
2317
Magnolia Private Wealth
Pennsylvania
$680K +$40.3K +330 +6%
PCA
2318
Purkiss Capital Advisors
Connecticut
$679K +$43.9K +360 +7%
MTIM
2319
Marathon Trading Investment Management
Pennsylvania
$677K +$237K +1,940 +52%
HCA
2320
Heck Capital Advisors
Wisconsin
$676K +$23.2K +190 +3%
CCWM
2321
Correct Capital Wealth Management
Missouri
$676K +$34.2K +280 +5%
KHCM
2322
Kirtland Hills Capital Management
Ohio
$674K +$13.4K +110 +2%
FDCP
2323
Foster Dykema Cabot & Partners
Massachusetts
$674K +$26.9K +220 +4%
SB
2324
Sunflower Bank
Texas
$673K – – –
CWM
2325
Cherrydale Wealth Management
New Jersey
$671K – – –
91 92
93
94 95