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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3701
Cabot Wealth Management
Massachusetts
$638K – – –
WC
3702
Westhampton Capital
North Carolina
$638K -$67K -500 -9%
MWP
3703
Meredith Wealth Planning
Illinois
$636K +$399K +2,976 +147%
MA
3704
MYDA Advisors
New York
$636K -$6.03M -45,000 -90%
DA
3705
DCF Advisers
Connecticut
$636K – – –
KA
3706
Kerrisdale Advisers
Florida
$636K +$670K +5,000 New
PSC
3707
Prentiss Smith & Co
Vermont
$634K -$72K -537 -10%
LCM
3708
LVM Capital Management
Michigan
$628K -$13.4K -100 -2%
NRD
3709
Nebula Research & Development
New York
$626K +$660K +4,925 New
TPWM
3710
Twelve Points Wealth Management
Massachusetts
$625K -$150K -1,120 -19%
FWM
3711
ForthRight Wealth Management
Georgia
$625K +$27.5K +205 +4%
PVAMC
3712
PPS&V Asset Management Consultants
Michigan
$624K +$213K +1,593 +48%
WOSD
3713
WFA of San Diego
California
$623K -$59K -440 -8%
HFS
3714
Heritage Financial Services
Massachusetts
$622K +$36K +269 +6%
LCM
3715
Leisure Capital Management
California
$622K -$2.14K -16 -0.3%
SWA
3716
Strata Wealth Advisors
Texas
$618K +$651K +4,862 New
DAC
3717
Dividend Assets Capital
South Carolina
$618K -$292K -2,179 -31%
HFA
3718
Highland Financial Advisors
New Jersey
$618K +$402 +3 +0.1%
MA
3719
MBA Advisors
Pennsylvania
$618K +$29.5K +220 +5%
MF
3720
Meridian Financial
Massachusetts
$616K -$1.74K -13 -0.3%
NCMW
3721
Northern Capital Management (Washington)
Washington
$616K -$83.1K -620 -11%
IW
3722
Instrumental Wealth
Florida
$615K +$153K +1,143 +32%
HFS
3723
Horizon Financial Services
North Carolina
$613K +$37.5K +280 +6%
DWMG
3724
DB Wealth Management Group
California
$613K – – –
WF
3725
Whelan Financial
California
$612K +$72K +537 +13%
147 148
149
150 151