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Name Holding Trade Value Shares
Change 		Change in
Stake
SLC
2101
Second Line Capital
Louisiana
$241K +$12.2K +135 +5%
FFP
2102
FourThought Financial Partners
Florida
$241K +$2.25K +25 +0.9%
SCM
2103
Stonehearth Capital Management
Massachusetts
$240K -$3.78K -42 -1%
VC
2104
Veery Capital
Delaware
$240K – – –
LCM
2105
Legato Capital Management
California
$239K +$264K +2,930 New
M
2106
MATAURO
New York
$239K +$270 +3 +0.1%
BWM
2107
BCGM Wealth Management
Indiana
$239K -$13.1K -145 -5%
IWN
2108
Independent Wealth Network
Iowa
$237K +$5.67K +63 +2%
MCP
2109
Militia Capital Partners
Nevada
$237K – – –
GWM
2110
GSB Wealth Management
Connecticut
$237K +$1.8K +20 +0.7%
PHS
2111
Pekin Hardy Strauss
Illinois
$237K +$261K +2,900 New
VCM
2112
Vines Capital Management
Louisiana
$237K +$261K +2,900 New
GWP
2113
Gateway Wealth Partners
Wisconsin
$236K +$49.9K +554 +24%
OFW
2114
Omnia Family Wealth
Florida
$236K -$14.5K -161 -5%
FWA
2115
FSM Wealth Advisors
Ohio
$235K -$32.2K -358 -11%
CFFP
2116
Center for Financial Planning
Michigan
$235K +$58.5K +650 +29%
DE
2117
DV Equities
Illinois
$235K +$259K +2,875 New
CSIC
2118
Clifford Swan Investment Counsel
California
$234K -$4.5K -50 -2%
PPC
2119
Park Place Capital
Alabama
$234K -$3.06K -34 -1%
FSA
2120
Financial Security Advisor
Virginia
$234K -$2.88K -32 -1%
5NPW
2121
55 North Private Wealth
Florida
$234K +$257K +2,858 New
E
2122
Evansbrook
Illinois
$234K +$257K +2,858 New
CGA
2123
Crescent Grove Advisors
Illinois
$233K +$10.2K +113 +4%
FMP
2124
Financial Management Professionals
Texas
$233K -$38.3K -425 -13%
BW
2125
BXM Wealth
Colorado
$231K -$29.6K -329 -10%
83 84
85
86 87