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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
951
S.A. Mason
Michigan
$215K – – –
FFM
952
Forum Financial Management
Illinois
$211K -$1.92K -35 -0.9%
SEP
953
Southland Equity Partners
Missouri
$209K +$208K +3,795 New
CCB
954
Country Club Bank
Missouri
$209K – – –
DWM
955
Drive Wealth Management
Utah
$207K -$3.29K -60 -2%
HP
956
Holistic Planning
Texas
$207K +$205K +3,750 New
NB
957
Nicolet Bankshares
Wisconsin
$207K +$205K +3,750 New
JCM
958
J2 Capital Management
Michigan
$207K +$205K +3,749 New
ES
959
Eagle Strategies
New York
$206K +$205K +3,743 New
PWM
960
Partners Wealth Management
California
$206K +$204K +3,735 New
FW
961
FullCircle Wealth
Texas
$205K +$34.8K +635 +18%
CCA
962
Childress Capital Advisors
Texas
$204K +$203K +3,706 New
MF
963
Montis Financial
Massachusetts
$204K +$203K +3,706 New
RWP
964
Revolve Wealth Partners
New Jersey
$204K +$203K +3,703 New
BA
965
Bristlecone Advisors
Washington
$204K +$203K +3,700 New
MMPW
966
Mitchell McLeod Pugh & Williams
Alabama
$204K +$202K +3,695 New
KF
967
KKM Financial
Illinois
$201K +$200K +3,645 New
KAM
968
KEB Asset Management
Illinois
$200K -$89K -1,625 -31%
PTC
969
Private Trust Company
Ohio
$197K +$7.17K +131 +4%
LC
970
Lindbrook Capital
California
$196K +$71.5K +1,306 +58%
BIG
971
Brooklyn Investment Group
New York
$195K +$59.8K +1,093 +45%
PK
972
Pflug Koory
Nebraska
$193K – – –
CAM
973
Costello Asset Management
Pennsylvania
$185K +$183K +3,351 New
SIC
974
Salem Investment Counselors
North Carolina
$183K – – –
CSP
975
Cary Street Partners
Virginia
$183K -$1.92K -35 -1%
37 38
39
40 41