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Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
3301
One Plus One Wealth Management
Florida
$328K -$24.6K -100 -7%
PCA
3302
Prosperity Capital Advisors
Ohio
$328K +$14K +57 +5%
FWM
3303
FFT Wealth Management
Pennsylvania
$328K +$75.7K +307 +32%
FCMC
3304
Founders Capital Management (Connecticut)
Connecticut
$326K – – –
MWM
3305
Mascoma Wealth Management
New Hampshire
$326K – – –
SN
3306
Sittner & Nelson
Oregon
$325K – – –
FP
3307
Financial Perspectives
Minnesota
$325K +$986 +4 +0.3%
PFA
3308
Pathway Financial Advisors
Vermont
$323K -$12.8K -52 -4%
BRA
3309
Biechele Royce Advisors
Indiana
$322K -$65.3K -265 -18%
AR
3310
Apeiron RIA
Texas
$322K +$40.2K +163 +15%
CHA
3311
Cooper/Haims Advisors
New York
$320K – – –
GCM
3312
Goldstream Capital Management
Hong Kong
$320K -$319K -1,294 -51%
WA
3313
Waterford Advisors
New York
$320K – – –
WCFA
3314
Walkner Condon Financial Advisors
Wisconsin
$320K +$50.5K +205 +20%
CB
3315
Centennial Bank
Arkansas
$320K +$10.6K +43 +4%
JGIA
3316
Jackson Grant Investment Advisers
Connecticut
$319K +$246 +1 +0.1%
COCM
3317
Charter Oak Capital Management
New Hampshire
$319K +$23.4K +95 +8%
CWM
3318
Cherrydale Wealth Management
New Jersey
$318K +$23.9K +97 +9%
SWRP
3319
Summit Wealth & Retirement Planning
California
$318K -$9.61K -39 -3%
SIS
3320
Strategic Investment Solutions
Illinois
$317K -$4.27M -17,308 -93%
GA
3321
GoalVest Advisory
New York
$317K +$9.86K +40 +3%
KAM
3322
KEB Asset Management
Illinois
$316K +$493 +2 +0.2%
APG
3323
Abacus Planning Group
South Carolina
$315K +$22.9K +93 +8%
ORC
3324
O'Rourke & Company
Massachusetts
$313K -$19.7K -80 -6%
CWM
3325
C2C Wealth Management
Arizona
$312K -$34K -138 -10%
131 132
133
134 135