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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2576
Rede Wealth
Virginia
$321K +$59K +1,183 +23%
RW
2577
REDW Wealth
New Mexico
$321K +$2.99K +60 +0.9%
PFA
2578
Pathway Financial Advisors
Vermont
$320K -$200 -4 -0.1%
SFS
2579
Security Financial Services
Indiana
$320K +$2.29K +46 +0.7%
1IA
2580
1620 Investment Advisors
Massachusetts
$319K -$282K -5,657 -47%
MLA
2581
MB, Levis & Associates
Pennsylvania
$319K +$1.5K +30 +0.5%
OL
2582
Optas LLC
Texas
$317K -$2.35K -47 -0.7%
HWM
2583
Hemington Wealth Management
Virginia
$317K +$38.1K +764 +14%
BWP
2584
BSW Wealth Partners
Colorado
$316K -$1.95K -39 -0.6%
WP
2585
Westmount Partners
California
$316K -$28.2K -565 -8%
FDDB
2586
Fidelity D&D Bancorp
Pennsylvania
$316K -$17.3K -346 -5%
MC
2587
Montag & Caldwell
Georgia
$315K -$10K -201 -3%
C
2588
Covestor
United Kingdom
$315K +$94.6K +1,897 +43%
FP
2589
Financial Perspectives
Minnesota
$315K – – –
WC
2590
Waterloo Capital
Texas
$315K -$233K -4,670 -43%
WH
2591
Willner & Heller
California
$314K +$2.25K +45 +0.7%
BFG
2592
Bouchey Financial Group
New York
$313K – – –
AWM
2593
Aviso Wealth Management
Washington
$313K +$82.7K +1,657 +36%
QWM
2594
Quaker Wealth Management
New Jersey
$313K +$7.88K +158 +3%
DDPIC
2595
Deroy & Devereaux Private Investment Counsel
Michigan
$312K -$22.5K -450 -7%
MCM
2596
McRae Capital Management
New Jersey
$312K -$16.5K -330 -5%
LB
2597
Legacy Bridge
Iowa
$312K -$2.5K -50 -0.8%
WMP
2598
Wealth Management Partners
Arizona
$311K +$57.1K +1,145 +23%
PWP
2599
Pursue Wealth Partners
California
$311K -$25.3K -508 -8%
SWA
2600
Sax Wealth Advisors
New Jersey
$310K +$19.3K +386 +7%
102 103
104
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