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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1801
Continuum Advisory
Idaho
$485K +$10.8K +800 +3%
KWA
1802
KCS Wealth Advisory
California
$485K +$36.6K +2,720 +8%
ECM
1803
Estabrook Capital Management
New York
$485K – – –
BWLSA
1804
Blue Water Life Science Advisors
California
$484K – – –
RF
1805
Rollins Financial
Georgia
$484K +$488K +36,280 New
LPIC
1806
LeJeune Puetz Investment Counsel
Michigan
$483K +$301K +22,400 +162%
FPCM
1807
Financial Partners Capital Management
New York
$481K – – –
BM
1808
Brandywine Managers
Delaware
$476K +$48.9K +3,640 +11%
OCM
1809
Orion Capital Management
California
$475K – – –
CWA
1810
Clearview Wealth Advisors
Oregon
$475K +$75.8K +5,640 +19%
SRSA
1811
S.R. Schill & Associates
Washington
$475K +$78K +5,800 +19%
GS
1812
Gagnon Securities
New York
$474K -$67.2K -5,000 -12%
TWA
1813
TCI Wealth Advisors
Arizona
$474K +$160K +11,880 +50%
MW
1814
Marcum Wealth
Ohio
$474K +$477K +35,480 New
BG
1815
Bollard Group
Massachusetts
$473K – – –
AMC
1816
Asset Management Corp
Illinois
$473K +$476K +35,400 New
HFP
1817
Holistic Financial Partners
Indiana
$472K -$39.8K -2,960 -8%
I
1818
INVST
Indiana
$472K +$40.9K +3,040 +11%
TCWM
1819
Total Clarity Wealth Management
Illinois
$471K +$18.3K +1,360 +4%
PCM
1820
Pennsylvania Capital Management
Pennsylvania
$471K +$474K +35,280 New
PP
1821
PDS Planning
Ohio
$470K +$31.7K +2,360 +7%
LL
1822
LPWM LLC
Minnesota
$467K +$5.38K +400 +1%
XF
1823
XML Financial
Maryland
$467K +$29.6K +2,200 +7%
LB
1824
Leo Brokerage
Texas
$466K -$13.4K -1,000 -3%
BFG
1825
Berger Financial Group
Minnesota
$465K +$9.14K +680 +2%
71 72
73
74 75