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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
2651
Walter & Keenan Wealth Management
Indiana
$852K +$200K +4,470 +30%
BG
2652
Bollard Group
Massachusetts
$852K – – –
TA
2653
Tactive Advisors
Florida
$851K +$23.7K +530 +3%
RIP
2654
RAM Investment Partners
Washington
$851K -$12.1K -270 -1%
FF
2655
Friedenthal Financial
New Jersey
$850K +$118K +2,640 +16%
FFM
2656
Flagstone Financial Management
Nebraska
$850K -$4.48K -100 -0.5%
CIA
2657
Caerus Investment Advisors
Texas
$850K -$36.7K -820 -4%
OHWA
2658
Oak Hill Wealth Advisors
Virginia
$846K -$226K -5,040 -21%
SGK
2659
Steigerwald Gordon & Koch
Virginia
$844K +$65K +1,450 +8%
NWM
2660
Northwest Wealth Management
Iowa
$843K -$7.17K -160 -0.8%
FBB
2661
Fulton Breakefield Broenniman
Maryland
$841K +$135K +3,010 +18%
GFPC
2662
Global Financial Private Client
Florida
$841K -$448 -10 -0.1%
EFMC
2663
Empire Financial Management Company
New York
$840K -$3.71M -82,720 -81%
RA
2664
Riversedge Advisors
Delaware
$840K +$302K +6,740 +54%
EM
2665
Excalibur Management
Massachusetts
$839K -$16.6K -370 -2%
BFG
2666
Bouchey Financial Group
New York
$837K +$62.3K +1,390 +8%
PWS
2667
Precision Wealth Strategies
Missouri
$836K +$246K +5,490 +40%
MCM
2668
Morton Capital Management
California
$836K -$400K -8,930 -32%
GSIS
2669
Global Strategic Investment Solutions
Arizona
$834K +$189K +4,210 +28%
CYG
2670
Clean Yield Group
Vermont
$833K – – –
CAS
2671
Coppell Advisory Solutions
Texas
$832K -$195K -4,350 -7%
LGA
2672
Lebenthal Global Advisors
New York
$831K +$627K +14,000 +275%
SPWG
2673
Syntegra Private Wealth Group
Missouri
$829K +$20.2K +450 +2%
BEW
2674
Burton Enright Welch
California
$826K -$49.7K -1,110 -6%
W
2675
Wealthquest
Ohio
$825K -$518K -11,570 -38%
105 106
107
108 109