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Name Holding Trade Value Shares
Change 		Change in
Stake
FS
2701
Financial Symmetry
North Carolina
$820K +$16.7K +42 +2%
O3W
2702
Omni 360 Wealth
New Jersey
$820K – – –
GWM
2703
Greenwich Wealth Management
Connecticut
$818K +$7.95K +20 +1%
TBWA
2704
Three Bridge Wealth Advisors
California
$818K +$13.9K +35 +2%
FCM
2705
Firestone Capital Management
Florida
$817K -$145K -364 -16%
ACA
2706
Alpha Capital Advisors
Maine
$817K +$7.95K +20 +1%
ECM
2707
Elgethun Capital Management
South Dakota
$814K +$297K +748 +63%
PMSA
2708
Patrick M. Sweeney & Associates
Illinois
$813K – – –
BBWP
2709
Beacon Bridge Wealth Partners
Pennsylvania
$813K +$7.16K +18 +0.9%
CAM
2710
Claret Asset Management
Quebec, Canada
$812K -$65.2K -164 -8%
KFS
2711
Krane Financial Solutions
California
$811K -$39.8K -100 -5%
CPWL
2712
Coquina Private Wealth LLC
Florida
$809K +$4.77K +12 +0.6%
CIP
2713
Convergence Investment Partners
Florida
$809K -$220K -552 -22%
MAWAG
2714
Mid-American Wealth Advisory Group
Missouri
$809K +$422K +1,061 +123%
SI
2715
Sprott Inc
Ontario, Canada
$807K +$18.7K +47 +3%
JFA
2716
JNBA Financial Advisors
Minnesota
$807K +$59.7K +150 +8%
KSB
2717
Kennebec Savings Bank
Maine
$806K -$39.8K -100 -5%
MWM
2718
Massachusetts Wealth Management
Massachusetts
$805K – – –
FCM
2719
Fourpath Capital Management
Oklahoma
$804K +$29.8K +75 +4%
BCA
2720
Bayshore Capital Advisors
Florida
$803K – – –
PW
2721
PUREfi Wealth
Massachusetts
$802K +$212K +533 +39%
KWA
2722
Kellett Wealth Advisors
Ohio
$801K +$31.8K +80 +4%
SGK
2723
Steigerwald Gordon & Koch
Virginia
$799K +$20.3K +51 +3%
PEA
2724
Park Edge Advisors
Ohio
$798K -$338K -851 -31%
IWA
2725
Inspirion Wealth Advisors
Illinois
$797K +$4.77K +12 +0.6%
107 108
109
110 111