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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3351
Personal Wealth Partners
Minnesota
$476K – – –
AC
3352
AWM Capital
Arizona
$473K +$442K +2,560 New
RTL
3353
Red Tortoise LLC
Georgia
$472K +$14.4M +83,540 New
EBSAM
3354
Eubel Brady & Suttman Asset Management
Ohio
$470K +$13.8K +80 +3%
SAM
3355
Simplify Asset Management
Nevada
$470K +$493K +2,860 New
RI
3356
Ridgewood Investments
New Jersey
$469K +$27.6K +160 +6%
CWP
3357
Capital Wealth Planning
Florida
$466K -$700K -4,060 -59%
HWM
3358
HighMark Wealth Management
Minnesota
$466K – – –
SAM
3359
S.A. Mason
Michigan
$466K +$89.7K +520 +22%
BIA
3360
Barry Investment Advisors
Massachusetts
$466K +$103K +600 +27%
NP
3361
Ninepoint Partners
Ontario, Canada
$463K -$155K -900 -24%
MA
3362
MBA Advisors
Pennsylvania
$463K – – –
CFN
3363
Cordasco Financial Network
Florida
$461K +$75.9K +440 +19%
CP
3364
Corbenic Partners
Pennsylvania
$460K – – –
HI
3365
Human Investing
Oregon
$459K +$34.5K +200 +8%
KCA
3366
Karn Couzens & Associates
Connecticut
$457K – – –
OLA
3367
Oliver Luxxe Assets
New Jersey
$457K – – –
GCM
3368
Gibraltar Capital Management
Oklahoma
$457K +$58.6K +340 +14%
RA
3369
Riversedge Advisors
Delaware
$457K +$114K +660 +31%
CWM
3370
Curi Wealth Management
North Carolina
$456K -$44.8K -260 -9%
LPWM
3371
Lake Point Wealth Management
Texas
$453K -$17.2K -100 -3%
SWP
3372
ShoreHaven Wealth Partners
New Jersey
$453K +$17.2K +100 +4%
IDA
3373
Intelligence Driven Advisers
California
$448K +$262K +1,520 +121%
T
3374
TRUADVICE
Florida
$447K -$1.78M -10,340 -80%
IWA
3375
IVC Wealth Advisors
Pennsylvania
$447K -$17.2K -100 -4%
133 134
135
136 137