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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
4351
EPIQ Capital Group
California
$752K – – –
GSC
4352
Ground Swell Capital
South Carolina
$752K +$772K +5,598 New
BTC
4353
Bank & Trust Company
Illinois
$751K +$38.5K +279 +5%
1WM
4354
1900 Wealth Management
Texas
$750K +$186K +1,351 +32%
CWMGP
4355
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$749K +$214K +1,555 +39%
PRI
4356
Prepared Retirement Institute
Pennsylvania
$749K +$29.1K +211 +4%
MM
4357
Morangie Management
Florida
$748K +$767K +5,567 New
MLM
4358
Mount Lucas Management
Pennsylvania
$746K -$162K -1,176 -17%
CWA
4359
Cornerstone Wealth Advisors
Minnesota
$746K -$72.1K -523 -9%
DWM
4360
Dopkins Wealth Management
New York
$746K +$352K +2,554 +85%
WC
4361
Weil Company
California
$745K +$48.1K +349 +7%
DC
4362
Destiny Capital
Colorado
$744K -$140K -1,015 -15%
RWM
4363
Reston Wealth Management
Virginia
$743K -$202K -1,467 -21%
CIM
4364
Contravisory Investment Management
Massachusetts
$739K -$115K -836 -13%
WCM
4365
Weik Capital Management
Pennsylvania
$739K – – –
PWM
4366
Penobscot Wealth Management
Maine
$737K +$61.6K +447 +9%
MFG
4367
Midwest Financial Group
Kansas
$736K +$13.8K +100 +2%
CIG
4368
Cascade Investment Group
Colorado
$735K -$331K -2,401 -30%
SFG
4369
Seamount Financial Group
Colorado
$734K +$15.4K +112 +2%
GC
4370
Guidance Capital
Kentucky
$733K -$24.5K -178 -3%
AWA
4371
Aquire Wealth Advisors
Utah
$733K +$14.9K +108 +2%
HFRG
4372
Houlihan Financial Resource Group
Virginia
$733K -$6.89K -50 -0.9%
GWM
4373
GoalFusion Wealth Management
Texas
$733K +$34.5K +250 +5%
KP
4374
Kitching Partners
Pennsylvania
$731K +$143K +1,041 +24%
AS
4375
Akuna Securities
Illinois
$730K -$51.4K -373 -6%
173 174
175
176 177