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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
3101
Raleigh Capital Management
North Carolina
$703K +$180K +3,890 +38%
NCM
3102
Noesis Capital Mangement
Florida
$699K – – –
KBFS
3103
Kohmann Bosshard Financial Services
Ohio
$699K – – –
HKIMG
3104
Hutchens & Kramer Investment Management Group
Indiana
$697K +$270K +5,820 +71%
PEA
3105
Park Edge Advisors
Ohio
$697K +$652K +14,070 New
WBG
3106
Wharton Business Group
Pennsylvania
$696K -$109K -2,350 -14%
RVPG
3107
Relative Value Partners Group
$695K +$32.4K +700 +5%
WWWM
3108
White Wing Wealth Management
Texas
$695K +$617K +13,310 New
CPSAC
3109
Chas P. Smith & Associates (CPS)
Florida
$695K -$9.27K -200 -1%
GCIM
3110
Gunn & Company Investment Management
Florida
$695K +$396K +8,540 +156%
FBC
3111
Fairfield, Bush & Co
Connecticut
$695K +$203K +4,370 +45%
APS
3112
American Planning Services
Florida
$695K +$650K +14,030 New
HKAM
3113
Horizon Kinetics Asset Management
New York
$693K -$4.63K -100 -0.7%
ICP
3114
Interchange Capital Partners
Pennsylvania
$690K -$315K -6,800 -33%
VW
3115
Vance Wealth
California
$689K +$1.39K +30 +0.2%
DFC
3116
DBK Financial Counsel
Ohio
$689K – – –
CWA
3117
Centennial Wealth Advisory
Michigan
$688K +$30.1K +650 +5%
TNA
3118
True North Advisors
Texas
$687K +$55.1K +1,190 +9%
SW
3119
Simplicity Wealth
New Jersey
$687K +$302K +6,510 +88%
SDWIA
3120
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$684K +$13.4K +290 +2%
KWM
3121
KFG Wealth Management
Indiana
$683K +$39.9K +860 +7%
SWA
3122
Sax Wealth Advisors
New Jersey
$682K -$31.1K -670 -5%
TCMP
3123
Thrive Capital Management (Pennsylvania)
Pennsylvania
$680K +$99.6K +2,150 +19%
SW
3124
Solidarity Wealth
Utah
$679K +$32K +690 +5%
C
3125
CEDRUS
Colorado
$678K +$315K +6,800 +99%
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