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Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
4301
McElhenny Sheffield Capital Management
Texas
$206K -$37.9K -118 -16%
FCMT
4302
Founders Capital Management (Texas)
Texas
$206K – – –
BWM
4303
Bosman Wealth Management
California
$206K +$193K +600 New
WAM
4304
Wilsey Asset Management
California
$206K +$193K +600 New
PFS
4305
Prospect Financial Services
New York
$206K -$25.4K -79 -12%
SFS
4306
Summit Financial Strategies
Ohio
$206K +$192K +599 New
PFA
4307
Pettinga Financial Advisors
Indiana
$206K -$34.7K -108 -15%
WAG
4308
Wiser Advisor Group
Arizona
$205K +$321 +1 +0.2%
OFA
4309
Orographic Financial Advisors
Colorado
$205K +$184K +572 New
TWM
4310
Tripletail Wealth Management
Florida
$205K – – –
FI
4311
FWG Investments
Kentucky
$205K +$192K +597 New
AW
4312
Atlas Wealth
Ohio
$205K +$192K +597 New
BFPW
4313
BOK Financial Private Wealth
Colorado
$205K -$68.7K -214 -26%
TA
4314
TrueWealth Advisors
Alabama
$205K +$192K +597 New
MAM
4315
Morse Asset Management
Connecticut
$204K -$8.03K -25 -4%
CWGL
4316
Cedrus Wealth Group LLC
Minnesota
$204K -$1.19M -3,718 -86%
SWM
4317
Stonebridge Wealth Management
Illinois
$204K +$191K +595 New
MWM
4318
MOR Wealth Management
Pennsylvania
$204K -$32.1K -100 -14%
CLIP
4319
Colter Lewis Investment Partners
Connecticut
$204K +$191K +594 New
EPA
4320
Element Pointe Advisors
Florida
$204K +$191K +594 New
WMWM
4321
Wilkins Miller Wealth Management
Alabama
$204K -$37.6K -117 -16%
SWA
4322
Serenus Wealth Advisors
California
$203K +$190K +593 New
SLG
4323
Sanchez Levi Garrett
$203K +$190K +593 New
BI
4324
Breachway Investments
Rhode Island
$203K -$31.5K -98 -14%
CFM
4325
Cornerstone Financial Management
Massachusetts
$203K +$38.5K +120 +25%
171 172
173
174 175