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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3876
Cherrydale Wealth Management
New Jersey
$799K +$94.6K +675 +15%
KWAG
3877
Kiely Wealth Advisory Group
North Carolina
$798K +$704K +5,020 New
HPWM
3878
High Pines Wealth Management
Massachusetts
$797K +$108K +767 +17%
VFG
3879
Victory Financial Group
Texas
$793K +$731K +5,217 New
GSAM
3880
Grant Street Asset Management
Pennsylvania
$793K -$2.8K -20 -0.4%
FNWA
3881
Financial Network Wealth Advisors
Utah
$792K +$730K +5,210 New
OPOWM
3882
One Plus One Wealth Management
Florida
$791K -$17.5K -125 -2%
DF
3883
Dunhill Financial
United Kingdom
$791K -$157K -1,120 -18%
LOIP
3884
Live Oak Investment Partners
Texas
$790K – – –
PFA
3885
Pettinga Financial Advisors
Indiana
$790K -$30.8K -220 -4%
PS
3886
Portfolio Strategies
New York
$788K -$63.1K -450 -8%
WFA
3887
Wade Financial Advisory
California
$785K -$48.4K -345 -6%
CIA
3888
Citadel Investment Advisory
Ohio
$784K +$16.8K +120 +2%
W
3889
WPWealth
Texas
$783K +$18.5K +132 +3%
AIM
3890
Alhambra Investment Management
Florida
$781K -$2.24K -16 -0.3%
SFWC
3891
Strategic Family Wealth Counselors
New Jersey
$780K +$49.8K +355 +7%
PAG
3892
Powers Advisory Group
Illinois
$780K – – –
CI
3893
Chartist Inc
California
$778K -$2.8K -20 -0.4%
KCM
3894
Kathmere Capital Management
Pennsylvania
$778K +$123K +881 +21%
VFPW
3895
Vantage Financial Partners (Wisconsin)
Wisconsin
$775K +$198K +1,411 +38%
LAS
3896
Lloyd Advisory Services
Georgia
$774K -$10.3M -73,718 -94%
FNBTCON
3897
First National Bank & Trust Co of Newtown
Pennsylvania
$773K – – –
RWM
3898
Revisor Wealth Management
Ohio
$769K -$402K -2,870 -36%
EW
3899
Element Wealth
Mississippi
$769K +$3.5K +25 +0.5%
NAMM
3900
NorthStar Asset Management (Massachusetts)
Massachusetts
$769K -$2.8K -20 -0.4%
154 155
156
157 158