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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1326
TRUE Private Wealth Advisors
Oregon
$423K -$80K -951 -16%
SFC
1327
Strategic Financial Concepts
Texas
$423K +$417K +4,960 New
BTWM
1328
Baker Tilly Wealth Management
Wisconsin
$421K +$25.5K +303 +7%
FMLI
1329
Fukoku Mutual Life Insurance
Japan
$421K – – –
WTC
1330
WhitTier Trust Company
Nevada
$420K -$24.6K -293 -6%
SP
1331
Successful Portfolios
Florida
$418K -$5.63K -67 -1%
KP
1332
Keel Point
Alabama
$417K -$10.7K -127 -3%
SFS
1333
Sharp Financial Services
Pennsylvania
$416K +$29.4K +350 +8%
SPF
1334
South Plains Financial
Texas
$416K +$410K +4,874 New
GCA
1335
Gallagher Capital Advisors
Texas
$416K +$410K +4,872 New
SWM
1336
Seed Wealth Management
Illinois
$415K – – –
CWS
1337
Confluence Wealth Services
Pennsylvania
$415K -$841 -10 -0.2%
CC
1338
Callan Capital
California
$414K -$7.4K -88 -2%
HC
1339
Hara Capital
Washington
$414K – – –
BFA
1340
Beaumont Financial Advisors
Massachusetts
$414K -$68.2K -811 -14%
FWM
1341
Forza Wealth Management
Florida
$412K +$26.7K +317 +7%
LCM
1342
LRT Capital Management
Texas
$411K +$405K +4,821 New
MWM
1343
Maridea Wealth Management
New York
$410K +$404K +4,809 New
NG
1344
Norden Group
Utah
$410K +$41.4K +493 +11%
MFG
1345
MidWestOne Financial Group
Iowa
$409K -$17.5K -208 -4%
KLCM
1346
KG&L Capital Management
Louisiana
$407K -$69.2K -823 -15%
AF
1347
Advisornet Financial
Minnesota
$406K +$31.7K +377 +9%
BI
1348
Bradyco Inc
Massachusetts
$406K +$375K +4,455 New
BIG
1349
Brooklyn Investment Group
New York
$405K +$17.5K +208 +5%
PCS
1350
Personal CFO Solutions
New Jersey
$404K +$925 +11 +0.2%
52 53
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55 56