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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3776
Act Wealth Management
Texas
$440K -$71.1K -460 -15%
BHWM
3777
Beaird Harris Wealth Management
Texas
$440K -$68K -440 -14%
WWP
3778
Waypoint Wealth Partners
California
$440K -$52.5K -340 -11%
LPWM
3779
Lake Point Wealth Management
Texas
$440K -$12.4K -80 -3%
PL
3780
Parthenon LLC
Kentucky
$440K – – –
TWP
3781
Tower Wealth Partners
Pennsylvania
$440K – – –
OA
3782
Operose Advisors
Wisconsin
$440K +$37.1K +240 +10%
AWMG
3783
Alliance Wealth Management Group
New Jersey
$440K +$89.6K +580 +27%
CCM
3784
Colorado Capital Management
Colorado
$437K +$27.8K +180 +7%
BFA
3785
BMS Financial Advisors
South Dakota
$437K +$49.4K +320 +14%
JCM
3786
J2 Capital Management
Michigan
$437K +$68K +440 +20%
GTCM
3787
Gyon Technologies Capital Management
New Jersey
$434K -$7.05M -45,640 -94%
AWA
3788
Aquire Wealth Advisors
Utah
$430K – – –
HI
3789
Hendershot Investments
Virginia
$430K +$15.5K +100 +4%
CYG
3790
Clean Yield Group
Vermont
$430K +$40.2K +260 +11%
TAIM
3791
TD Ameritrade Investment Management
Nebraska
$430K +$68K +440 +20%
HPM
3792
Hudson Portfolio Management
New York
$430K +$130K +840 +47%
FPWM
3793
FSB Premier Wealth Management
Iowa
$428K -$2.18M -14,080 -83%
BWM
3794
BCGM Wealth Management
Indiana
$428K +$15.5K +100 +3%
NWMG
3795
National Wealth Management Group
Ohio
$427K +$43.3K +280 +12%
FTC
3796
Farmers Trust Company
Ohio
$427K +$34K +220 +9%
CSIA
3797
Charles Schwab Investment Advisory
California
$425K +$68K +440 +20%
SCA
3798
Sassicaia Capital Advisers
New York
$424K -$278K -1,800 -41%
APIM
3799
Agate Pass Investment Management
Washington
$424K – – –
MAM
3800
McCarthy Asset Management
California
$424K – – –
150 151
152
153 154