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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
5576
Continuum Wealth Advisors
New York
$799K -$194K -744 -19%
RCM
5577
Rivernorth Capital Management
Florida
$799K +$819K +3,147 New
HWM
5578
HBE Wealth Management
Nebraska
$798K +$309K +1,186 +61%
IPS
5579
Investors Portfolio Services
Washington
$796K -$14.8K -57 -2%
APW
5580
Atlantic Private Wealth
North Carolina
$796K -$73.1K -281 -8%
MFFIA
5581
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$796K +$78.6K +302 +11%
SCA
5582
Scott Capital Advisors
Oregon
$792K -$5.46K -21 -0.7%
BSWM
5583
Boston Standard Wealth Management
Massachusetts
$791K -$13.5K -52 -2%
CEI
5584
Clark Estates Inc
New York
$790K – – –
KOMWMG
5585
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$786K +$23.9K +92 +3%
KG
5586
Kieckhefer Group
Wisconsin
$785K -$57K -219 -7%
KBG
5587
Kahn Brothers Group
New York
$785K – – –
PFO
5588
PMG Family Office
Texas
$784K +$6.25K +24 +0.8%
BRIA
5589
Balanced Rock Investment Advisors
Massachusetts
$784K +$179K +689 +29%
CFG
5590
Cornerstone Financial Group
Nebraska
$784K -$8.85K -34 -1%
SS
5591
Sound Stewardship
Kansas
$784K +$260 +1 +0%
BAM
5592
Boyar Asset Management
New York
$779K – – –
MWP
5593
Momentum Wealth Planning
Florida
$777K -$3.48M -13,382 -81%
FD
5594
Financial Designs
California
$777K +$797K +3,061 New
IPW
5595
IronBridge Private Wealth
Texas
$773K -$132K -509 -14%
DWS
5596
Dynamic Wealth Strategies
California
$766K -$60.6K -233 -7%
VWA
5597
Vistica Wealth Advisors
California
$765K +$12K +46 +2%
CD
5598
Capital Developers
North Carolina
$765K +$28.9K +111 +4%
RWM
5599
Refined Wealth Management
Utah
$764K -$52.8K -203 -6%
EP
5600
Ehrenkranz Partners
New York
$762K – – –
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