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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2626
Holistic Financial Partners
Indiana
$205K -$182K -3,809 -44%
AW
2627
Alaethes Wealth
Nevada
$205K – – –
LWMM
2628
Legacy Wealth Management (Mississippi)
Mississippi
$205K – – –
EA
2629
Echo45 Advisors
California
$204K -$228K -4,754 -50%
HCM
2630
Hollencrest Capital Management
California
$204K +$8.95K +187 +4%
BCM
2631
Boltwood Capital Management
California
$203K -$69.4K -1,450 -23%
MAM
2632
MMA Asset Management
Pennsylvania
$203K – – –
MHWM
2633
Montz Harcus Wealth Management
Louisiana
$203K +$1.68K +35 +0.7%
GITFIT
2634
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$203K -$43.1K -900 -16%
SAM
2635
Smithbridge Asset Management
Pennsylvania
$202K – – –
DCM
2636
Driehaus Capital Management
Illinois
$202K +$14.8K +309 +7%
HGERS
2637
Householder Group Estate & Retirement Specialist
Arizona
$202K +$16.3K +340 +8%
HFS
2638
Heritage Financial Services
Massachusetts
$201K -$7.08K -148 -3%
SSW
2639
Stone Summit Wealth
Florida
$201K +$22.2K +463 +11%
CRWM
2640
Castle Rock Wealth Management
California
$200K +$479 +10 +0.2%
SWM
2641
Sugarloaf Wealth Management
Georgia
$200K +$12.7K +266 +6%
TIM
2642
Tortoise Investment Management
New York
$200K +$63.9K +1,334 +40%
SA
2643
Syntax Advisors
New York
$200K +$225K +4,701 New
VCG
2644
Vantage Consulting Group
Virginia
$200K +$225K +4,701 New
JWA
2645
JFS Wealth Advisors
Pennsylvania
$198K -$38K -793 -15%
RBC
2646
Roble Belko & Company
Pennsylvania
$197K +$3.83K +80 +2%
APW
2647
Axim Planning & Wealth
Ohio
$194K +$217K +4,543 New
PP
2648
PFS Partners
New Jersey
$192K +$1.05K +22 +0.5%
RA
2649
Rise Advisors
New York
$191K +$41.8K +874 +24%
SA
2650
SRH Advisors
Kansas
$188K -$28.7K -600 -12%
104 105
106
107 108