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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2801
Lane & Associates
New Jersey
$435K +$422K +2,094 New
WMA
2802
West Michigan Advisors
Michigan
$433K +$13.9K +69 +3%
NCG
2803
Newport Capital Group
New Jersey
$433K -$456K -2,261 -52%
NWM
2804
NEIRG Wealth Management
Massachusetts
$432K +$12.7K +63 +3%
CIAS
2805
CFS Investment Advisory Services
New Jersey
$431K +$85.9K +426 +26%
T
2806
TOBAM
France
$430K -$43K -213 -9%
PCOC
2807
Power Corp of Canada
Canada
$430K – – –
CFD
2808
Creative Financial Designs
Indiana
$429K +$58.3K +289 +16%
SFG
2809
Sunburst Financial Group
Alabama
$429K +$35.9K +178 +9%
KA
2810
Klingman & Associates
New York
$428K +$36.1K +179 +10%
WFA
2811
Wellspring Financial Advisors
Ohio
$427K +$108K +536 +35%
BWM
2812
BlackDiamond Wealth Management
New York
$426K +$388K +1,926 New
CFSG
2813
Clark Financial Services Group
Missouri
$425K -$89.3K -443 -18%
BEI
2814
Benjamin Edwards Inc
Missouri
$425K +$106K +526 +35%
SCM
2815
SOL Capital Management
Maryland
$424K – – –
EA
2816
Echo45 Advisors
California
$422K +$21.8K +108 +6%
HP
2817
HT Partners
Connecticut
$422K +$13.5K +67 +3%
PSCM
2818
Per Stirling Capital Management
Texas
$421K +$408K +2,025 New
RWPA
2819
Richard W. Paul & Associates
Michigan
$420K +$408K +2,023 New
RWM
2820
RKL Wealth Management
Pennsylvania
$420K +$202 +1 +0%
FH
2821
FWG Holdings
Florida
$420K +$6.05K +30 +2%
CG
2822
Clifford Group
Massachusetts
$420K +$407K +2,020 New
BBL
2823
Beck Bode LLC
Massachusetts
$417K -$688K -3,414 -63%
PC
2824
Permanens Capital
New York
$416K -$40.3K -200 -9%
PCC
2825
Park Circle Company
Maryland
$416K – – –
111 112
113
114 115