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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3726
Cypress Capital
Tennessee
$507K -$6.85K -40 -1%
WWP
3727
Waypoint Wealth Partners
California
$507K +$277K +1,620 +114%
NCM
3728
NCM Capital Management
New Jersey
$507K +$520K +3,040 New
KCM
3729
Kathmere Capital Management
Pennsylvania
$504K -$209K -1,220 -29%
AR
3730
Apeiron RIA
Texas
$504K +$517K +3,020 New
WW
3731
Waterfront Wealth
Kansas
$503K +$298K +1,740 +136%
LGWM
3732
Litman Gregory Wealth Management
California
$503K +$517K +3,020 New
UWM
3733
USAdvisors Wealth Management
Minnesota
$500K -$41.1K -240 -7%
LOPW
3734
Live Oak Private Wealth
North Carolina
$500K +$10.3K +60 +2%
CA
3735
Carson Advisory
Georgia
$497K +$510K +2,980 New
NCG
3736
Newport Capital Group
New Jersey
$496K -$120K -700 -19%
JBA
3737
Johnson Bixby & Associates
Washington
$493K – – –
EA
3738
Ellsworth Advisors
Ohio
$493K +$199K +1,160 +64%
AMG
3739
Advisors Management Group
Wisconsin
$490K -$3.42K -20 -0.7%
LWM
3740
Loveless Wealth Management
Montana
$490K – – –
RRWA
3741
Rainey & Randall Wealth Advisors
Florida
$490K – – –
BIA
3742
Barry Investment Advisors
Massachusetts
$490K +$17.1K +100 +4%
SAM
3743
S.A. Mason
Michigan
$490K +$17.1K +100 +4%
FWM
3744
Fingerlakes Wealth Management
New York
$490K +$503K +2,940 New
LIG
3745
Lokken Investment Group
Delaware
$487K -$24K -140 -5%
AA
3746
Alesco Advisors
New York
$487K -$3.42K -20 -0.7%
MIC
3747
Meridian Investment Counsel
California
$487K – – –
PWP
3748
Personal Wealth Partners
Minnesota
$487K +$3.42K +20 +0.7%
BFAG
3749
Blackston Financial Advisory Group
Florida
$487K +$500K +2,920 New
CWM
3750
Cherrydale Wealth Management
New Jersey
$483K +$496K +2,900 New
148 149
150
151 152