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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3201
Pursue Wealth Partners
California
$270K -$740K -3,080 -72%
XS
3202
XR Securities
Illinois
$270K +$282K +1,172 New
AIP
3203
Almanack Investment Partners
Pennsylvania
$269K -$66.8K -278 -19%
AAG
3204
Armstrong Advisory Group
Massachusetts
$268K -$28.1K -117 -9%
GAM
3205
Garrison Asset Management
Arkansas
$265K -$11.3K -47 -4%
SFCL
3206
Strengthening Families & Communities LLC
Massachusetts
$265K -$50K -208 -15%
OC
3207
Oarsman Capital
Wisconsin
$264K +$25.2K +105 +10%
ODG
3208
O'Dell Group
Ohio
$264K – – –
PTC
3209
Petrus Trust Company
Texas
$264K -$116K -484 -30%
MIM
3210
Marco Investment Management
Georgia
$262K +$10.3K +43 +4%
FAN
3211
Financial Advisors Network
California
$262K +$274K +1,140 New
BDF
3212
Black Diamond Financial
Maryland
$262K +$32.2K +134 +13%
EL
3213
Essex LLC
Illinois
$262K -$20.7K -86 -7%
VCM
3214
Verde Capital Management
Michigan
$261K +$273K +1,136 New
MLFP
3215
MPS Loria Financial Planners
Illinois
$261K – – –
TWM
3216
Triton Wealth Management
Arizona
$261K – – –
BDFN
3217
Bond & Devick Financial Network
Minnesota
$261K – – –
HIG
3218
Heritage Investment Group
Florida
$261K +$37.3K +155 +16%
RB
3219
Rodgers Brothers
Pennsylvania
$260K -$1.44K -6 -0.5%
FWM
3220
Fortress Wealth Management
California
$260K +$2.64K +11 +1%
PSF
3221
Pacific Sun Financial
California
$260K +$4.81K +20 +2%
COCM
3222
Charter Oak Capital Management
New Hampshire
$260K – – –
CWM
3223
Cherrydale Wealth Management
New Jersey
$259K +$4.33K +18 +2%
LF
3224
LifeSteps Financial
California
$259K +$19.7K +82 +8%
JF
3225
Jump Financial
Illinois
$258K -$12.5M -51,922 -98%
127 128
129
130 131