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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2351
Prentice Wealth Management
New York
$295K +$14.3K +320 +4%
PPWM
2352
Paragon Private Wealth Management
Kentucky
$295K +$78.5K +1,762 +28%
BWCS
2353
Beirne Wealth Consulting Services
Connecticut
$294K -$44.5K -1,000 -11%
MG
2354
Mather Group
Illinois
$294K -$6.68K -150 -2%
SIS
2355
Sound Income Strategies
Florida
$294K +$49.4K +1,109 +17%
AFS
2356
Axiom Financial Strategies
Indiana
$293K +$4.54K +102 +1%
SC
2357
Schubert & Co
Texas
$292K -$30.1K -675 -8%
LWP
2358
Lumature Wealth Partners
Georgia
$292K +$13.7K +308 +4%
LC
2359
Landaas & Company
Wisconsin
$291K -$11.4K -256 -3%
CFA
2360
Compass Financial Advisors
Indiana
$291K +$2.76K +62 +0.8%
WIA
2361
World Investment Advisors
California
$290K +$17.9K +402 +6%
NL
2362
Navalign LLC
California
$289K -$717K -16,105 -68%
KCM
2363
KRS Capital Management
Michigan
$289K +$29.6K +665 +10%
EFG
2364
Everhart Financial Group
Ohio
$288K -$116K -2,611 -26%
C
2365
Certuity
Florida
$287K -$102K -2,290 -23%
OWA
2366
Opal Wealth Advisors
New York
$287K -$2.32K -52 -0.7%
BFPW
2367
BOK Financial Private Wealth
Colorado
$287K +$94.5K +2,123 +39%
WIC
2368
Wilkins Investment Counsel
Massachusetts
$286K – – –
TCM
2369
Towercrest Capital Management
Pennsylvania
$286K +$980 +22 +0.3%
AAMC
2370
Asset Allocation & Management Company
Illinois
$286K +$1.29K +29 +0.4%
ES
2371
ETF Store
Kansas
$286K +$5.08K +114 +2%
NF
2372
Norwood Financial
Pennsylvania
$286K +$9.13K +205 +3%
SIC
2373
Sigma Investment Counselors
Michigan
$286K +$50.6K +1,137 +18%
OLVIG
2374
Oliver Lagore Vanvalin Investment Group
Michigan
$285K -$624K -14,020 -65%
WFI
2375
West Family Investments
California
$285K -$437K -9,806 -57%
93 94
95
96 97