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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
4851
Planned Solutions
California
$189K -$5.11K -28 -3%
KPP
4852
Kings Path Partners
Texas
$179K -$7.3K -40 -4%
BHWM
4853
Bay Harbor Wealth Management
Maryland
$177K -$8.39K -46 -5%
LWA
4854
Lowe Wealth Advisors
Maryland
$175K +$4.56K +25 +3%
FC
4855
Family CFO
California
$175K – – –
MFT
4856
Moisand Fitzgerald Tamayo
Florida
$173K +$7.85K +43 +5%
BFS
4857
Bare Financial Services
Pennsylvania
$164K – – –
PIS
4858
POM Investment Strategies
North Carolina
$164K -$43.8K -240 -21%
HFW
4859
Horizon Family Wealth
Illinois
$161K -$672K -3,681 -81%
CFS
4860
CGC Financial Services
Oregon
$159K – – –
SWP
4861
SIMA Wealth Partners
Virginia
$147K -$2.55K -14 -2%
PWM
4862
Partnership Wealth Management
Maryland
$147K +$5.47K +30 +4%
RCM
4863
Richardson Capital Management
Wisconsin
$146K – – –
EA
4864
Evolution Advisers
Virginia
$145K – – –
FIA
4865
FPC Investment Advisory
California
$141K – – –
CAM
4866
Clarity Asset Management
Iowa
$140K +$82.1K +450 +150%
SC
4867
Steph & Co
Wisconsin
$138K +$64.8K +355 +91%
BCM
4868
Birch Capital Management
Texas
$127K – – –
GCM
4869
Gladstone Capital Management
United Kingdom
$124K -$128M -699,750 -100%
TPW
4870
Talon Private Wealth
Florida
$117K +$115K +630 New
DCM
4871
Disciplina Capital Management
Tennessee
$116K -$18.6K -102 -14%
BC
4872
Broadwater Capital
Massachusetts
$116K – – –
SA
4873
SRH Advisors
Kansas
$114K – – –
NC
4874
NewSquare Capital
Pennsylvania
$113K – – –
BGA
4875
Battery Global Advisors
Massachusetts
$112K +$109K +600 New
193 194
195
196 197