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Name Holding Trade Value Shares
Change 		Change in
Stake
MQWP
2676
Morey & Quinn Wealth Partners
Nebraska
$235K +$247K +1,098 New
BRPW
2677
Ballast Rock Private Wealth
South Carolina
$235K +$246K +1,097 New
FL
2678
FreeGulliver LLC
Louisiana
$235K +$246K +1,097 New
CCA
2679
Catalyst Capital Advisors
New York
$235K -$325K -1,446 -57%
AWM
2680
Austin Wealth Management
Texas
$234K +$31K +138 +14%
LGA
2681
Lebenthal Global Advisors
New York
$233K +$244K +1,088 New
PFA
2682
Pathway Financial Advisers
Indiana
$233K +$30.1K +134 +14%
PPC
2683
Pennington Partners & Co
Maryland
$232K +$244K +1,085 New
GEA
2684
Glen Eagle Advisors
New Jersey
$232K +$7.41K +33 +3%
AFG
2685
Allegheny Financial Group
Pennsylvania
$232K +$243K +1,083 New
AT
2686
Avalon Trust
New Mexico
$232K – – –
GA
2687
GSG Advisors
New Jersey
$231K +$243K +1,080 New
CFP
2688
Comprehensive Financial Planning
Pennsylvania
$231K +$64.9K +289 +37%
KW
2689
KWB Wealth
California
$231K +$242K +1,077 New
OIM
2690
Oder Investment Management
California
$231K +$242K +1,077 New
LGG
2691
Luts & Greenleigh Group
Maryland
$230K +$242K +1,076 New
NWWA
2692
New Wave Wealth Advisors
Arkansas
$230K +$242K +1,076 New
AFA
2693
Amicus Financial Advisors
Texas
$230K +$241K +1,074 New
PWW
2694
Pettyjohn Wood & White
Virginia
$230K +$241K +1,074 New
QA
2695
Quattro Advisors
Pennsylvania
$230K +$241K +1,073 New
GC
2696
Garde Capital
Washington
$229K -$53.9K -240 -18%
CWM
2697
Collaborative Wealth Management
Florida
$229K +$240K +1,070 New
EWM
2698
Endowment Wealth Management
Wisconsin
$229K +$240K +1,069 New
PCS
2699
Private Client Services
Kentucky
$229K +$240K +1,069 New
SW
2700
StrongBox Wealth
Missouri
$228K +$239K +1,065 New
106 107
108
109 110