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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
4826
Phillips Wealth Planners
Mississippi
$340K -$276 -2 -0.1%
BWCS
4827
Beirne Wealth Consulting Services
Connecticut
$340K +$6.89K +50 +2%
WC
4828
Wexford Capital
Florida
$339K +$348K +2,527 New
BIG
4829
Bush Investment Group
Georgia
$338K +$138 +1 +0%
TPWM
4830
Twelve Points Wealth Management
Massachusetts
$338K -$99.5K -722 -22%
WMS
4831
Wealth Management Strategies
Pennsylvania
$338K +$347K +2,520 New
SS
4832
Sound Stewardship
Kansas
$338K +$8.55K +62 +3%
SEEDPG
4833
S.E.E.D. Planning Group
New York
$336K -$90.1K -654 -21%
WFS
4834
Widmann Financial Services
Maryland
$336K +$14.3K +104 +4%
FF
4835
Friday Financial
Iowa
$336K +$345K +2,500 New
LWM
4836
Level Wealth Management
North Carolina
$336K +$345K +2,500 New
BFS
4837
Bare Financial Services
Pennsylvania
$335K -$41.6K -302 -11%
FA
4838
Financial Alternatives
California
$333K -$3.45K -25 -1%
PCMK
4839
Paragon Capital Management (Kansas)
Kansas
$333K -$15.9K -115 -4%
PP
4840
Pingora Partners
Wyoming
$332K – – –
HM
4841
Harvest Management
New York
$332K -$211K -1,530 -38%
GIM
4842
Gold Investment Management
Alberta, Canada
$332K – – –
SPWM
4843
Straight Path Wealth Management
Michigan
$329K +$90.7K +658 +37%
WAC
4844
William Allan Corp
Colorado
$328K +$37.2K +270 +12%
BAWM
4845
Bennett Associates Wealth Management
Pennsylvania
$328K +$337K +2,443 New
KRSITF
4846
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$328K -$97.6M -707,853 -97%
WCWM
4847
Willow Creek Wealth Management
California
$327K -$3.17K -23 -0.9%
SKK
4848
Shepherd Kaplan Krochuk
Massachusetts
$326K +$335K +2,431 New
SCM
4849
SOL Capital Management
Maryland
$325K -$3.45K -25 -1%
WLIM
4850
White Lighthouse Investment Management
Massachusetts
$325K +$334K +2,420 New
192 193
194
195 196