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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
5451
Legacy Wealth Asset Management
Minnesota
$541K -$2.01K -8 -0.4%
WFP
5452
Welch Financial Planning
Colorado
$540K +$103K +412 +22%
LSC
5453
Lesa Sroufe & Co
Washington
$540K – – –
TWG
5454
The Wealth Group
Minnesota
$540K – – –
TCM
5455
Timbuktu Capital Management
Massachusetts
$540K +$568K +2,264 New
PS
5456
Pinney & Scofield
Massachusetts
$539K – – –
RWM
5457
Raffa Wealth Management
District of Columbia
$538K -$109K -433 -16%
AWMNY
5458
Arcadia Wealth Management (New York)
New York
$536K +$37.1K +148 +7%
SIA
5459
Sovereign Investment Advisors
Arizona
$535K -$914K -3,642 -62%
SC
5460
Soundwatch Capital
Connecticut
$534K -$90.4K -360 -14%
ES
5461
ETF Store
Kansas
$532K -$13.8K -55 -2%
FPI
5462
Financial Plan Inc
Washington
$532K +$69.5K +277 +14%
DWM
5463
DeLarme Wealth Management
California
$531K +$35.1K +140 +7%
MFPI
5464
Midwest Financial Partners Investments
Minnesota
$530K -$4.27K -17 -0.8%
TC
5465
TwinBeech Capital
New York
$530K +$25.9K +103 +5%
EMCIP
5466
Ewing Morris & Co Investment Partners
Ontario, Canada
$529K -$12.3K -49 -2%
TF
5467
Theory Financial
Colorado
$529K – – –
LIM
5468
Loudon Investment Management
New Hampshire
$528K +$274K +1,091 +97%
RC
5469
Resolute Capital
South Carolina
$527K -$171K -682 -24%
SFC
5470
Summit Financial Consulting
Michigan
$527K -$2.51K -10 -0.5%
CWWM
5471
Curry Webb Wealth Management
Indiana
$526K +$21.1K +84 +4%
FJWM
5472
Ferguson Johnson Wealth Management
Maryland
$526K +$1.25K +5 +0.2%
KA
5473
Kure Advisory
Minnesota
$525K -$50K -199 -8%
PFA
5474
Petra Financial Advisors
Colorado
$524K +$552K +2,200 New
GWA
5475
Gibson Wealth Advisors
Texas
$524K – – –
217 218
219
220 221