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Name Holding Trade Value Shares
Change 		Change in
Stake
FWMM
2801
Foundation Wealth Management (Missouri)
Missouri
$239K +$238 +1 +0.1%
EGA
2802
E&G Advisors
Texas
$239K +$1.43K +6 +0.6%
GIP
2803
Greatmark Investment Partners
Georgia
$239K +$2.61K +11 +1%
RPGK
2804
Retirement Planning Group (Kansas)
Kansas
$239K +$7.37K +31 +3%
EA
2805
Emerald Advisors
Washington
$239K – – –
GCIA
2806
Gabelli & Co Investment Advisers
New York
$239K – – –
EL
2807
EWA LLC
Pennsylvania
$238K +$33.5K +141 +13%
NDSI
2808
Newman Dignan & Sheerar Inc
Rhode Island
$238K +$12.4K +52 +6%
MWM
2809
MBE Wealth Management
Wisconsin
$238K +$24.2K +102 +12%
CA
2810
Cresta Advisors
Texas
$237K – – –
NPT
2811
Nixon Peabody Trust
Massachusetts
$237K +$227K +955 New
FNWM
2812
Financial Network Wealth Management
Utah
$237K – – –
CWM
2813
Curi Wealth Management
North Carolina
$237K -$2.14K -9 -0.9%
LWAM
2814
Legacy Wealth Asset Management
Minnesota
$236K +$226K +951 New
FSWA
2815
Financial Synergies Wealth Advisors
Texas
$236K +$13.3K +56 +3%
CG
2816
Cynosure Group
Utah
$236K +$225K +948 New
PHAM
2817
Palisades Hudson Asset Management
Florida
$235K -$77.7K -327 -26%
MKC
2818
M. Kraus & Co
Vermont
$235K -$14.3K -60 -6%
NCM
2819
Nelson Capital Management
California
$235K – – –
GOCP
2820
Great Oak Capital Partners
Massachusetts
$235K +$224K +944 New
CP
2821
Cumberland Partners
Ontario, Canada
$234K – – –
KCM
2822
Kaye Capital Management
California
$233K -$11.4K -48 -4%
AOG
2823
Alpha Omega Group
Virginia
$233K – – –
MAM
2824
Martingale Asset Management
Massachusetts
$232K -$26.4K -111 -11%
DWM
2825
Dechtman Wealth Management
Colorado
$231K -$4.04K -17 -2%
111 112
113
114 115