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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
3701
CIM LLC
New York
$296K – – –
FSAG
3702
Financial Solutions Advisory Group
Illinois
$295K +$56.5K +142 +24%
MF
3703
Montis Financial
Massachusetts
$294K +$1.99K +5 +0.7%
LSL
3704
Legacy Solutions LLC
Pennsylvania
$294K +$7.16K +18 +3%
PPW
3705
PACK Private Wealth
Minnesota
$292K – – –
BAM
3706
Berkshire Asset Management
Pennsylvania
$291K -$68.4K -172 -20%
DA
3707
Detalus Advisors
Missouri
$291K +$8.75K +22 +3%
RWM
3708
Riverbend Wealth Management
South Carolina
$291K +$275K +692 New
TCM
3709
Tradewinds Capital Management
Washington
$290K -$33.8K -85 -11%
TIA
3710
Tiemann Investment Advisors
California
$290K – – –
WWM
3711
WJ Wealth Management
Arizona
$290K +$274K +690 New
WTFG
3712
Wood Tarver Financial Group
Idaho
$290K -$15.1K -38 -5%
GHA
3713
GW Henssler & Associates
Georgia
$290K +$44.9K +113 +20%
GCM
3714
Gunpowder Capital Management
Maryland
$290K – – –
HWA
3715
Heartwood Wealth Advisors
Virginia
$289K -$14.7K -37 -5%
TWM
3716
TopTier Wealth Management
Wisconsin
$289K +$1.99K +5 +0.7%
SFP
3717
Sterling Financial Planning
New Jersey
$289K -$3.18K -8 -1%
SC
3718
Sykon Capital
New York
$289K -$2.39K -6 -0.9%
ORC
3719
O'Rourke & Company
Massachusetts
$288K +$27K +68 +11%
CFSG
3720
Community Financial Services Group
Vermont
$288K +$188K +473 +233%
FC
3721
FCA Corp
Texas
$287K – – –
GIA
3722
Goodwin Investment Advisory
Georgia
$287K – – –
DBIA
3723
Dumont & Blake Investment Advisors
New Jersey
$287K – – –
LT
3724
Legacy Trust
Michigan
$287K +$60.1K +151 +28%
DG
3725
Dala Group
Illinois
$286K -$44.9K -113 -14%
147 148
149
150 151