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Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
2451
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$338K +$14K +170 +5%
BAS
2452
Breakthru Advisory Services
Wisconsin
$338K +$312K +3,790 New
RCA
2453
Runnymede Capital Advisors
Ohio
$338K +$312K +3,790 New
FEG
2454
Financial Enhancement Group
Indiana
$338K +$331K +4,020 New
SW
2455
SkyOak Wealth
Michigan
$336K -$18.1K -220 -6%
ACC
2456
Acorn Creek Capital
Colorado
$336K +$1.65K +20 +0.5%
AMG
2457
Advisors Management Group
Wisconsin
$336K +$310K +3,770 New
BMM
2458
Berkshire Money Management
Massachusetts
$335K +$309K +3,760 New
FAG
2459
Fortitude Advisory Group
Washington
$335K -$9.05K -110 -3%
SPI
2460
Sutton Place Investors
New York
$335K +$30.5K +370 +11%
PA
2461
PFW Advisors
Georgia
$335K +$309K +3,760 New
BAG
2462
Bridgewealth Advisory Group
California
$335K +$264K +3,210 New
CPWM
2463
Cypress Point Wealth Management
Texas
$334K -$122K -1,480 -28%
ES
2464
Eagle Strategies
New York
$334K – – –
KB
2465
Kimelman & Baird
New York
$334K – – –
MWM
2466
MinichMacGregor Wealth Management
New York
$334K +$56K +680 +22%
OPW
2467
Osprey Private Wealth
New York
$334K +$61.7K +750 +25%
GCM
2468
Gallacher Capital Management
Colorado
$333K +$31.3K +380 +11%
CIA
2469
Compass Ion Advisors
Pennsylvania
$332K +$3.29K +40 +1%
SSWM
2470
Strait & Sound Wealth Management
California
$332K – – –
CAAS
2471
Capital Asset Advisory Services
Michigan
$332K +$5.76K +70 +2%
BMC
2472
Beaton Management Company
Massachusetts
$332K – – –
SWMP
2473
Signature Wealth Management Partners
New Jersey
$332K – – –
CFSG
2474
Clark Financial Services Group
Missouri
$331K +$305K +3,710 New
MF
2475
Manuka Financial
Virginia
$331K +$305K +3,710 New
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