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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
5251
Professional Financial Solutions
Virginia
$716K +$13.6K +66 +2%
PWM
5252
Provident Wealth Management
Tennessee
$716K +$343K +1,666 +87%
GWA
5253
Geometric Wealth Advisors
District of Columbia
$716K +$226K +1,100 +44%
WCM
5254
WealthTrak Capital Management
Virginia
$715K – – –
FFIC
5255
First Fiduciary Investment Counsel
Ohio
$715K +$229K +1,112 +45%
CCM
5256
Causeway Capital Management
California
$714K -$4.52K -22 -0.6%
MBFW
5257
Morton Brown Family Wealth
Pennsylvania
$712K +$2.47K +12 +0.3%
FSG
5258
Financial Strategies Group
Michigan
$710K +$3.5K +17 +0.5%
FGC
5259
First Growth Capital
Maryland
$710K -$105K -510 -13%
LOAMU
5260
Lombard Odier Asset Management (USA)
New York
$710K -$399K -1,940 -35%
BWM
5261
Base Wealth Management
Florida
$708K -$16.2K -79 -2%
PSIWM
5262
Paradigm Strategies in Wealth Management
Minnesota
$708K +$92.9K +452 +15%
OFG
5263
Omega Financial Group
California
$707K -$13.2K -64 -2%
LFASL
5264
Lugano Financial Advisors SA (LFA)
Switzerland
$707K +$33.3K +162 +5%
RWA
5265
Resolute Wealth Advisor
Ohio
$707K – – –
TWA
5266
Trellis Wealth Advisors
California
$706K +$617 +3 +0.1%
ICM
5267
Ionic Capital Management
New York
$704K -$687K -3,343 -49%
SWM
5268
Seaside Wealth Management
California
$701K -$58.8K -286 -8%
DF
5269
DecisionPoint Financial
Arizona
$701K +$147K +713 +25%
SIM
5270
Spark Investment Management
New York
$700K -$164K -800 -19%
GS
5271
Gagnon Securities
New York
$700K -$32.3K -157 -4%
BDPWM
5272
Barnes Dennig Private Wealth Management
Ohio
$699K +$48.5K +236 +7%
MCM
5273
Monarch Capital Management
Indiana
$698K +$30.4K +148 +4%
RCM
5274
RMR Capital Management
California
$698K -$3.29K -16 -0.5%
ADBIC
5275
A.D. Beadell Investment Counsel
Wisconsin
$697K +$16.4K +80 +2%
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