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Name Holding Trade Value Shares
Change 		Change in
Stake
BHFP
2901
Blom & Howell Financial Planning
California
$379K +$366K +4,926 New
PPA
2902
Pacific Point Advisors
California
$379K +$11.9K +161 +3%
RIA
2903
Richwood Investment Advisors
Ohio
$379K -$11.7K -158 -3%
FWM
2904
Fingerlakes Wealth Management
New York
$379K +$28.6K +385 +8%
WSCM
2905
Wellington Shields Capital Management
New York
$379K -$32.3K -435 -8%
AW
2906
Alaethes Wealth
Nevada
$379K – – –
SRWM
2907
Shira Ridge Wealth Management
California
$379K -$13.9K -188 -4%
WC
2908
Wexford Capital
Florida
$379K +$365K +4,915 New
SCM
2909
Spreng Capital Management
Ohio
$378K -$22.3K -300 -6%
LWMM
2910
Legacy Wealth Management (Mississippi)
Mississippi
$377K +$109K +1,469 +43%
WIA
2911
Wetzel Investment Advisors
Indiana
$377K -$19.2K -259 -5%
HIP
2912
Harrell Investment Partners
Texas
$377K -$7.27K -98 -2%
TCOTS
2913
Trust Company of the South
North Carolina
$377K -$225K -3,027 -38%
BWMG
2914
Barnes Wealth Management Group
California
$377K -$6.97K -94 -2%
HIIFS
2915
Harel Insurance Investments & Financial Services
Israel
$377K -$506K -6,818 -58%
GSWM
2916
Golden State Wealth Management
California
$376K -$66.6K -898 -16%
AW
2917
Alchemi Wealth
Connecticut
$376K +$362K +4,876 New
MFP
2918
Meridian Financial Partners
Virginia
$375K – – –
AHB
2919
Abner Herrman & Brock
New Jersey
$375K +$21.4K +289 +6%
GL
2920
Gerber LLC
Ohio
$374K +$74 +1 +0%
GA
2921
GSG Advisors
New Jersey
$373K +$66.9K +902 +23%
JTWM
2922
Jackson Thornton Wealth Management
Alabama
$373K +$17.1K +231 +5%
BSSFA
2923
Baron Silver Stevens Financial Advisors
Florida
$372K -$35.5K -478 -9%
CFGW
2924
Chancellor Financial Group WB
Pennsylvania
$372K +$1.63K +22 +0.5%
WFAG
2925
Wescott Financial Advisory Group
Pennsylvania
$371K +$23K +310 +7%
115 116
117
118 119