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Name Holding Trade Value Shares
Change 		Change in
Stake
I
2901
IMPACTfolio
Colorado
$587K – – –
PWA
2902
Provenance Wealth Advisors
Florida
$587K +$39.6K +379 +8%
LWMM
2903
Legacy Wealth Management (Mississippi)
Mississippi
$586K -$5.23K -50 -1%
CPWM
2904
Cypress Point Wealth Management
Texas
$586K +$31.3K +299 +6%
IA
2905
Insight Advisors
Pennsylvania
$586K -$11.9K -114 -2%
BAWM
2906
Bennett Associates Wealth Management
Pennsylvania
$584K -$201K -1,926 -28%
BSSFA
2907
Baron Silver Stevens Financial Advisors
Florida
$584K -$3.14K -30 -0.6%
NJIM
2908
Nabity-Jensen Investment Management
Nebraska
$583K – – –
LWP
2909
LeClair Wealth Partners
Ohio
$583K +$519K +4,964 New
AFA
2910
AA Financial Advisors
Ohio
$583K +$7.42K +71 +1%
CCMT
2911
CMT Capital Markets Trading
Germany
$582K -$257K -2,462 -33%
RWPA
2912
Richard W. Paul & Associates
Michigan
$582K -$1.34M -12,802 -72%
PPC
2913
Pennington Partners & Co
Maryland
$582K +$71.5K +684 +16%
BC
2914
Broadwater Capital
Massachusetts
$581K – – –
WAG
2915
Wallace Advisory Group
California
$581K -$129K -1,230 -20%
LAM
2916
Lifestyle Asset Management
Texas
$580K -$18.9K -181 -4%
IPW
2917
Intergy Private Wealth
Colorado
$580K -$32.6K -312 -6%
SCP
2918
Sivia Capital Partners
California
$579K – – –
WFA
2919
WestHill Financial Advisors
California
$579K +$1.99K +19 +0.4%
AWM
2920
Austin Wealth Management
Texas
$577K -$732 -7 -0.1%
BCMLT
2921
Beacon Capital Management LLC (Tennessee)
Tennessee
$576K +$51.3K +491 +11%
DIP
2922
Davis Investment Partners
North Carolina
$576K +$25.1K +240 +5%
SRWM
2923
Shira Ridge Wealth Management
California
$575K -$2.3K -22 -0.4%
AMIM
2924
Aull & Monroe Investment Management
Alabama
$575K +$59.1K +565 +13%
LIP
2925
Lynch Investment Planning
Pennsylvania
$574K +$209 +2 +0%
115 116
117
118 119