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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
5126
Carolina Wealth Management
North Carolina
$1.72M +$1.7M +5,942 New
CFS
5127
Compass Financial Services
Iowa
$1.72M -$858 -3 -0.1%
DWA
5128
Davis Wealth Advisors
New Hampshire
$1.72M -$28.6K -100 -2%
AA
5129
Addison Advisors
Vermont
$1.71M -$5.48M -19,156 -76%
PIFP
5130
Partners in Financial Planning
Virginia
$1.71M -$64.4K -225 -4%
KCAM
5131
Kagan Cocozza Asset Management
New Jersey
$1.71M -$13.2K -46 -0.8%
CMANY
5132
Capital Management Associates (New York)
New York
$1.71M – – –
GOCP
5133
Great Oak Capital Partners
Massachusetts
$1.71M -$28.9K -101 -2%
MF
5134
Midwestern Financial
Iowa
$1.7M -$15.4K -54 -0.9%
OC
5135
Optima Capital
Oregon
$1.7M +$21.2K +74 +1%
CAP
5136
Columbia Advisory Partners
Washington
$1.7M +$8.87K +31 +0.5%
LAMC
5137
Longview Asset Management (California)
California
$1.7M – – –
BWM
5138
Biltmore Wealth Management
Arizona
$1.69M -$65.2K -228 -4%
HSWM
5139
Hubbell Strickland Wealth Management
Louisiana
$1.69M -$286 -1 -0%
2WWM
5140
21 West Wealth Management
California
$1.69M -$286 -1 -0%
HMS
5141
Hanseatic Management Services
New Mexico
$1.69M +$59.8K +209 +4%
GIM
5142
Groesbeck Investment Management
New Jersey
$1.69M – – –
BWAM
5143
Blue Water Asset Management
Michigan
$1.69M +$35.2K +123 +2%
PPP
5144
Prism Planning Partners
Illinois
$1.69M +$16K +56 +1%
EWM
5145
Endowment Wealth Management
Wisconsin
$1.68M +$149K +521 +10%
AIM
5146
Avanda Investment Management
Singapore
$1.68M +$835K +2,920 +101%
IG
5147
IFS Group
Pennsylvania
$1.68M -$273K -954 -14%
AU
5148
AlphaGrep UK
$1.68M -$1.85M -6,452 -53%
KI
5149
Kapitalo Investimentos
Brazil
$1.68M +$380K +1,327 +30%
AFP
5150
ATX Financial Planning
Texas
$1.67M -$50.3K -176 -3%
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206
207 208