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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
3926
Meridian Financial
Massachusetts
$749K +$11.9K +85 +2%
AWM
3927
Aberdeen Wealth Management
Illinois
$749K -$56.8K -405 -8%
SPP
3928
Single Point Partners
Massachusetts
$748K +$178K +1,273 +35%
BWM
3929
Blossom Wealth Management
California
$746K +$160K +1,140 +30%
NCMW
3930
Northern Capital Management (Washington)
Washington
$746K +$9.39K +67 +1%
VCM
3931
Versant Capital Management
Arizona
$745K +$79.6K +568 +13%
WF
3932
Whelan Financial
California
$744K +$11.9K +85 +2%
AWP
3933
Atlas Wealth Partners
Pennsylvania
$744K -$8.41K -60 -1%
LCM
3934
Leisure Capital Management
California
$743K – – –
PVAMC
3935
PPS&V Asset Management Consultants
Michigan
$743K -$2.66K -19 -0.4%
SC
3936
Soundwatch Capital
Connecticut
$742K -$493K -3,515 -42%
PCWA
3937
Pacific Capital Wealth Advisors
California
$742K +$11.5K +82 +2%
HFS
3938
Heritage Financial Services
Massachusetts
$742K -$1.68K -12 -0.2%
WIC
3939
Wilkins Investment Counsel
Massachusetts
$741K +$168K +1,200 +33%
OFP
3940
OLIO Financial Planning
Virginia
$739K +$1.54K +11 +0.2%
DAC
3941
Dividend Assets Capital
South Carolina
$739K – – –
MFG
3942
Midwest Financial Group
Kansas
$739K +$58.2K +415 +9%
AWA
3943
Acorn Wealth Advisors
Michigan
$738K -$93.1K -664 -12%
CWA
3944
Clarus Wealth Advisors
Arizona
$738K +$674K +4,805 New
HIA
3945
HTG Investment Advisors
Connecticut
$737K +$440K +3,140 +184%
HFS
3946
Horizon Financial Services
North Carolina
$735K +$1.54K +11 +0.2%
IW
3947
Instrumental Wealth
Florida
$734K +$280 +2 +0%
RPSA
3948
Richard P. Slaughter Associates
Texas
$733K +$387K +2,764 +134%
DWMG
3949
DB Wealth Management Group
California
$732K – – –
WC
3950
Westhampton Capital
North Carolina
$732K -$28K -200 -4%
156 157
158
159 160