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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
3826
WinCap Financial
Massachusetts
$279K +$265K +882 New
IF
3827
IRON Financial
Illinois
$278K – – –
BWMG
3828
Barnes Wealth Management Group
California
$278K +$265K +880 New
WWC
3829
Waypoint Wealth Counsel
Georgia
$277K +$28.6K +95 +12%
MCM
3830
M1 Capital Management
Michigan
$277K +$263K +876 New
USB
3831
Union Savings Bank
Connecticut
$276K – – –
CFA
3832
Capstone Financial Advisors
Illinois
$276K +$9.02K +30 +4%
TB
3833
Terril Brothers
Missouri
$275K +$262K +870 New
PRRFG
3834
Paul R. Ried Financial Group
Washington
$274K +$261K +868 New
PCA
3835
Providence Capital Advisors
North Carolina
$274K +$66.2K +220 +34%
AEPWM
3836
Atlantic Edge Private Wealth Management
Florida
$274K +$18K +60 +7%
WWP
3837
Wise Wealth Partners
Arizona
$273K +$260K +865 New
KFA
3838
Krane Funds Advisors
New York
$272K +$259K +862 New
API
3839
Asset Planning Inc
California
$272K +$259K +862 New
AAM
3840
AR Asset Management
California
$272K – – –
RC
3841
Rovin Capital
Arizona
$272K +$259K +860 New
CWM
3842
Campbell Wealth Management
Virginia
$272K +$259K +861 New
EPW
3843
Endeavor Private Wealth
Kansas
$272K +$259K +860 New
OWM
3844
Opes Wealth Management
California
$271K +$20.4K +68 +9%
RWMG
3845
Redwood Wealth Management Group
New Jersey
$271K +$1.2K +4 +0.5%
SIA
3846
SGL Investment Advisors
Montana
$271K +$28.9K +96 +14%
HC
3847
Headland Capital
South Carolina
$271K +$258K +857 New
AWM
3848
Apex Wealth Management
New Hampshire
$271K +$258K +857 New
FF
3849
Francis Financial
$271K +$240K +799 +100%
LWM
3850
Lionshead Wealth Management
New York
$271K +$257K +856 New
152 153
154
155 156