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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4501
Chronos Wealth Management
Florida
$222K +$16.8K +142 +8%
VF
4502
Vista Finance
Missouri
$222K +$216K +1,826 New
SAMC
4503
Spectrum Asset Management (California)
California
$221K – – –
BF
4504
Brogan Financial
Tennessee
$220K – – –
SJL
4505
Shayne & Jacobs LLC
Tennessee
$219K -$17.7K -150 -8%
DMC
4506
Drexel Morgan & Co
Pennsylvania
$219K – – –
RPA
4507
Rock Point Advisors
Vermont
$217K -$59.1K -500 -22%
SPWM
4508
Straight Path Wealth Management
Michigan
$217K +$211K +1,789 New
DMBA
4509
Deseret Mutual Benefit Administrators
Utah
$217K -$33.3K -282 -14%
SC
4510
Soundwatch Capital
Connecticut
$217K +$211K +1,783 New
SG
4511
Strid Group
Pennsylvania
$215K -$34.3K -290 -14%
IRC
4512
Investors Research Corp
Georgia
$214K +$35.4K +300 +21%
NPI
4513
New Perspectives Inc
Mississippi
$214K – – –
KLI
4514
Kelman-Lazarov Inc
Tennessee
$214K +$3.54K +30 +2%
CWR
4515
Chico Wealth RIA
California
$213K +$207K +1,754 New
SCI
4516
Stableford Capital II
Arizona
$209K -$59.1K -500 -24%
JGUA
4517
John G. Ullman & Associates
New York
$208K +$202K +1,710 New
SIAS
4518
Summit Investment Advisory Services
Minnesota
$207K -$594K -5,030 -75%
SCP
4519
Sender Company & Partners
New York
$207K +$201K +1,704 New
BWM
4520
Boyd Wealth Management
California
$206K +$201K +1,700 New
SC
4521
Schiavi & Co
Delaware
$205K +$7.68K +65 +4%
WI
4522
WBI Investments
New Jersey
$204K +$198K +1,678 New
SRCM
4523
Signature Resources Capital Management
California
$204K -$52.7K -446 -21%
S4W
4524
Solutions 4 Wealth
Texas
$202K +$197K +1,666 New
HS
4525
Horan Securities
United States
$202K -$3.19K -27 -2%
179 180
181
182 183