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Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
3976
Total Wealth Planning & Management
Florida
$3.02M +$205K +1,014 +7%
WAM
3977
Werlinich Asset Management
Connecticut
$3.02M -$88.9K -440 -3%
NWWA
3978
New Wave Wealth Advisors
Arkansas
$3.01M -$1.39M -6,859 -32%
CWM
3979
Cherrydale Wealth Management
New Jersey
$3.01M -$179K -884 -6%
HFRG
3980
Houlihan Financial Resource Group
Virginia
$3.01M +$153K +760 +6%
DWM
3981
DecisionMap Wealth Management
Virginia
$3.01M -$131K -647 -4%
EHWM
3982
Eads & Heald Wealth Management
Georgia
$3M -$59.8K -296 -2%
WB
3983
West Bancorporation
Iowa
$3M -$48.3K -239 -2%
CNB
3984
Camden National Bank
Maine
$3M -$237K -1,174 -7%
CIM
3985
Cambria Investment Management
California
$3M +$2.95M +14,612 New
LSA
3986
Lansing Street Advisors
Pennsylvania
$3M -$19.2K -95 -0.6%
LCG
3987
Lynx Capital Group
Ohio
$3M -$2.02K -10 -0.1%
FFA
3988
Fortune Financial Advisors
Kansas
$2.99M -$131K -648 -4%
CIR
3989
Clear Investment Research
Georgia
$2.99M -$48.9K -242 -2%
NA
3990
Nestegg Advisors
New York
$2.99M +$3.63K +18 +0.1%
AW
3991
Apricus Wealth
South Carolina
$2.98M -$171K -845 -5%
AFGAS
3992
Allegiance Financial Group Advisory Services
Virginia
$2.97M +$57.8K +286 +2%
MSWMA
3993
Market Street Wealth Management Advisors
Indiana
$2.97M +$10.9K +54 +0.4%
CWA
3994
Cura Wealth Advisors
Illinois
$2.97M -$564K -2,794 -16%
UPS
3995
UHLMANN PRICE SECURITIES
Illinois
$2.97M -$130K -645 -4%
UIA
3996
Ulland Investment Advisors
Minnesota
$2.97M -$15.8K -78 -0.5%
SWM
3997
SK Wealth Management
Rhode Island
$2.96M +$287K +1,419 +11%
GIM
3998
Guild Investment Management
California
$2.96M -$201K -993 -6%
BFS
3999
Burkett Financial Services
South Carolina
$2.96M +$3.63K +18 +0.1%
PIA
4000
Powell Investment Advisors
Florida
$2.96M +$2.91M +14,409 New
158 159
160
161 162