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Name Holding Trade Value Shares
Change 		Change in
Stake
RS
4876
Retirement Solution
Washington
$309K -$33.5K -243 -10%
SFG
4877
Sage Financial Group
Pennsylvania
$308K -$8.96K -65 -3%
BHWM
4878
Bay Harbor Wealth Management
Maryland
$308K -$56.8K -412 -15%
NC
4879
NBW Capital
Massachusetts
$307K -$29.1K -211 -8%
SL
4880
Salomon & Ludwin
Virginia
$306K +$138 +1 +0%
RWS
4881
Retirement Wealth Solutions
Wisconsin
$305K +$309K +2,241 New
PWMG
4882
Pinnacle Wealth Management Group
Michigan
$304K – – –
AAM
4883
Auxier Asset Management
Oregon
$304K +$13.8K +100 +5%
O3W
4884
Omni 360 Wealth
New Jersey
$303K -$1.24M -8,980 -80%
HCM
4885
Hutchinson Capital Management
California
$303K +$19.8K +144 +7%
GWM
4886
GK Wealth Management
Nevada
$303K +$311K +2,254 New
KWM
4887
KMT Wealth Management
California
$302K +$310K +2,250 New
SEM
4888
Strategic Equity Management
Arizona
$301K +$4.13K +30 +1%
GWM
4889
Global Wealth Management
New Jersey
$300K +$13K +94 +4%
FWMM
4890
Foundation Wealth Management (Missouri)
Missouri
$299K -$73.1K -530 -19%
SFP
4891
Strategic Financial Partners
Oregon
$298K +$306K +2,220 New
BIA
4892
BHK Investment Advisors
Alabama
$298K -$10.3K -75 -3%
TWP
4893
Total Wealth Planning
Ohio
$298K -$7.99K -58 -3%
GCP
4894
Garda Capital Partners
Minnesota
$297K +$305K +2,212 New
LAM
4895
Lakewood Asset Management
Illinois
$297K -$16.4K -119 -5%
PGF
4896
Plan Group Financial
Oklahoma
$296K -$24.3K -176 -7%
BFA
4897
Buttonwood Financial Advisors
Maryland
$296K -$115K -836 -28%
MA
4898
MSA Advisors
California
$295K – – –
VWA
4899
Valued Wealth Advisors
Utah
$295K -$78K -566 -20%
RCWM
4900
Red Crane Wealth Management
California
$295K +$303K +2,198 New
194 195
196
197 198