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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
3226
Black Diamond Financial
Maryland
$626K +$62.5K +208 +12%
VFPW
3227
Vantage Financial Partners (Wisconsin)
Wisconsin
$626K -$301 -1 -0.1%
NJIM
3228
Nabity-Jensen Investment Management
Nebraska
$626K – – –
SFGP
3229
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$626K +$595K +1,980 New
HFS
3230
Howard Financial Services
Texas
$623K +$316K +1,050 +114%
SAMC
3231
Spectrum Asset Management (California)
California
$623K +$902 +3 +0.2%
OPWM
3232
Oregon Pacific Wealth Management
Oregon
$623K +$593K +1,971 New
WOC
3233
West Oak Capital
California
$623K – – –
KFI
3234
Key Financial Inc
Pennsylvania
$623K -$8.72K -29 -1%
VWM
3235
Vivid Wealth Management
Iowa
$622K -$23.5K -78 -4%
CG
3236
Clifford Group
Massachusetts
$622K – – –
MWM
3237
Maripau Wealth Management
Indiana
$621K +$591K +1,964 New
WI
3238
Wintrust Investments
Illinois
$620K -$193K -642 -25%
TWPM
3239
Total Wealth Planning & Management
Florida
$619K +$589K +1,959 New
MAG
3240
M3 Advisory Group
Massachusetts
$619K +$11.1K +37 +2%
CPC
3241
Cookson Peirce & Co
Pennsylvania
$619K +$295K +981 +100%
RFM
3242
Royal Fund Management
Florida
$618K +$233K +774 +65%
SIM
3243
Studio Investment Management
Illinois
$618K -$1.8K -6 -0.3%
WF
3244
Wayfinding Financial
Washington
$616K +$586K +1,950 New
FCA
3245
Fortis Capital Advisors
Kansas
$616K -$3.31K -11 -0.5%
AZ
3246
Alpha Zero
Florida
$614K +$584K +1,943 New
BIP
3247
Blue Investment Partners
California
$612K – – –
JJBC
3248
James J. Burns & Company
New York
$611K +$301 +1 +0.1%
LRWM
3249
Lord & Richards Wealth Management
Colorado
$611K +$581K +1,933 New
DWA
3250
Dougherty Wealth Advisers
Minnesota
$609K – – –
128 129
130
131 132