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Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
2501
Mraz Amerine & Associates
California
$379K -$72.8K -1,274 -18%
PWM
2502
Prentice Wealth Management
New York
$379K -$4.51K -79 -1%
LIA
2503
LBMC Investment Advisors
Tennessee
$379K +$514 +9 +0.2%
JC
2504
JB Capital
Connecticut
$379K +$971 +17 +0.3%
LD
2505
Lipe & Dalton
New York
$377K +$39.7K +695 +13%
GWM
2506
Greenhouse Wealth Management
Connecticut
$376K +$2K +35 +0.6%
NFC
2507
Northeast Financial Consultants
Connecticut
$375K -$22.2K -388 -6%
WW
2508
Waterfront Wealth
Kansas
$375K +$86K +1,506 +34%
PFA
2509
Pure Financial Advisors
California
$374K +$4.34K +76 +1%
SW
2510
SlateStone Wealth
Florida
$373K -$45.7K -800 -12%
KCM
2511
Karp Capital Management
California
$373K +$11.5K +201 +4%
SSW
2512
Smith Shellnut Wilson
Mississippi
$373K +$18.3K +320 +6%
GKWIM
2513
Gerber Kawasaki Wealth & Investment Management
California
$370K +$59.5K +1,041 +22%
WWMSC
2514
Wagner Wealth Management (South Carolina)
South Carolina
$370K +$66.9K +1,171 +25%
RWMH
2515
Riverpoint Wealth Management Holdings
Illinois
$369K -$94K -1,645 -22%
SFG
2516
Sovereign Financial Group
Connecticut
$369K +$28.5K +498 +9%
HC
2517
Hamilton Capital
Ohio
$367K +$116K +2,024 +54%
CPC
2518
Consolidated Planning Corp
Georgia
$366K – – –
RZH
2519
Relyea Zuckerberg Hanson
Connecticut
$365K +$31K +543 +9%
BHWM
2520
Beaird Harris Wealth Management
Texas
$365K +$329K +5,759 New
SEEDPG
2521
S.E.E.D. Planning Group
New York
$364K -$8.28K -145 -2%
FFWM
2522
Future Financial Wealth Management
Ohio
$363K +$4.63K +81 +1%
MS
2523
Mizuho Securities
Japan
$363K +$318K +5,571 +3,504%
AIS
2524
AM Investment Strategies
Tennessee
$361K +$514 +9 +0.2%
UL
2525
Unionview LLC
Washington
$361K +$325K +5,690 New
99 100
101
102 103