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Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
4126
Philip James Wealth Mangement
Georgia
$271K -$14K -41 -5%
FS
4127
Financial Symmetry
North Carolina
$270K – – –
CI
4128
Chartist Inc
California
$270K – – –
PAG
4129
Paladin Advisory Group
Iowa
$270K – – –
AEPWM
4130
Atlantic Edge Private Wealth Management
Florida
$270K -$32.4K -95 -11%
FWM
4131
Foguth Wealth Management
Michigan
$269K +$265K +777 New
LIM
4132
Lathrop Investment Management
Arkansas
$269K +$261K +767 New
AFM
4133
Armstrong Fleming & Moore
District of Columbia
$268K – – –
EC
4134
EntryPoint Capital
New York
$268K +$3.75K +11 +1%
KCM
4135
Kendall Capital Management
Maryland
$268K +$32K +94 +14%
MP
4136
McDonald Partners
Ohio
$267K -$236K -692 -48%
BLWM
4137
Bucket List Wealth Management
Florida
$267K +$259K +761 New
MAMG
4138
Milestone Asset Management Group
Connecticut
$267K +$259K +760 New
GPW
4139
Gray Private Wealth
Massachusetts
$266K – – –
VR
4140
Valued Retirements
Texas
$266K +$17K +50 +7%
BFA
4141
Bridgelight Financial Advisors
Connecticut
$266K +$258K +757 New
PA
4142
Prossimo Advisors
California
$265K -$107K -313 -29%
HIM
4143
Hanlon Investment Management
New Jersey
$265K +$21.5K +63 +9%
FWM
4144
Finer Wealth Management
Massachusetts
$264K -$30.3K -89 -11%
IF
4145
Ironwood Financial
Arizona
$264K -$12.3K -36 -4%
PWC
4146
PYA Waltman Capital
Tennessee
$263K +$256K +751 New
MIHAS
4147
Maj Invest Holding A/S
Denmark
$263K – – –
SF
4148
Seros Financial
Arizona
$262K – – –
VCAM
4149
Van Cleef Asset Management
Ohio
$261K -$3.41K -10 -1%
EWM
4150
Edge Wealth Management
New York
$261K – – –
164 165
166
167 168