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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
2426
CFC Planning Company
Indiana
$595K +$605K +4,960 New
BFS
2427
BridgePort Financial Solutions
Iowa
$593K +$604K +4,950 New
WG
2428
Warner Group
Connecticut
$592K +$603K +4,940 New
LWM
2429
Lighthouse Wealth Management
Ohio
$592K – – –
SWM
2430
Sagace Wealth Management
Florida
$591K -$9.76K -80 -2%
RGC
2431
Roberts, Glore & Co
Illinois
$591K -$7.32K -60 -1%
DLA
2432
Douglas Lane & Associates
New York
$591K +$14.6K +120 +2%
SFPG
2433
Stonebridge Financial Planning Group
Florida
$590K – – –
CCIA
2434
Cherry Creek Investment Advisors
Colorado
$589K – – –
MWM
2435
Marion Wealth Management
Pennsylvania
$589K +$132K +1,080 +28%
OC
2436
Oakworth Capital
Alabama
$587K +$15.9K +130 +3%
FDS
2437
First Dallas Securities
Texas
$587K +$36.6K +300 +7%
LF
2438
Lee Financial
Texas
$586K +$597K +4,890 New
RWI
2439
Red Wave Investments
Pennsylvania
$585K -$1.22K -10 -0.2%
HNWAG
2440
High Net Worth Advisory Group
Florida
$585K – – –
JWM
2441
Jackson Wealth Management
Florida
$585K -$13.4K -110 -2%
FH
2442
FWG Holdings
Florida
$585K +$37.8K +310 +6%
NCM
2443
Narwhal Capital Management
Georgia
$583K -$221K -1,810 -27%
EC
2444
EdgeRock Capital
Colorado
$583K -$6.1K -50 -1%
RI
2445
Ridgewood Investments
New Jersey
$583K -$1.22K -10 -0.2%
OP
2446
ORG Partners
Indiana
$583K +$86.7K +710 +17%
HIM
2447
Harbour Investment Management
Washington
$581K – – –
CC
2448
Commons Capital
Massachusetts
$581K +$92.8K +760 +19%
SC
2449
Solstein Capital
California
$579K – – –
SCA
2450
Sulzberger Capital Advisors
Florida
$579K +$36.6K +300 +7%
96 97
98
99 100