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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2901
LongView Wealth Management
Georgia
$384K +$939 +12 +0.3%
FWM
2902
Fingerlakes Wealth Management
New York
$384K +$1.8K +23 +0.5%
SPWM
2903
Schrum Private Wealth Management
Florida
$384K +$626 +8 +0.2%
CRWM
2904
Castle Rock Wealth Management
California
$383K +$120K +1,532 +46%
SWM
2905
Stronghold Wealth Management
Florida
$383K -$1.02K -13 -0.3%
MCWS
2906
McKinley Carter Wealth Services
West Virginia
$383K -$219K -2,799 -36%
SCP
2907
Sivia Capital Partners
California
$383K -$471K -6,012 -55%
EPIMS
2908
Evelyn Partners Investment Management Services
$382K -$149K -1,905 -28%
BHFP
2909
Blom & Howell Financial Planning
California
$382K – – –
AW
2910
Alaethes Wealth
Nevada
$382K – – –
SRWM
2911
Shira Ridge Wealth Management
California
$382K +$78 +1 +0%
SLG
2912
Sanchez Levi Garrett
$381K +$385K +4,915 New
BC
2913
Broadwater Capital
Massachusetts
$381K – – –
WFA
2914
WestHill Financial Advisors
California
$381K -$6.73K -86 -2%
SVCP
2915
Silicon Valley Capital Partners
California
$381K -$21.5K -275 -5%
HIP
2916
Harrell Investment Partners
Texas
$380K – – –
MF
2917
Montis Financial
Massachusetts
$380K +$14.7K +188 +4%
MAG
2918
M3 Advisory Group
Massachusetts
$380K +$29.4K +376 +8%
ANBT
2919
American National Bank & Trust
Texas
$380K +$65.1K +831 +20%
AFA
2920
AA Financial Advisors
Ohio
$379K +$39.9K +510 +12%
LIP
2921
Lynch Investment Planning
Pennsylvania
$379K -$11.6K -148 -3%
SF
2922
Symphony Financial
Texas
$379K -$79.5K -1,016 -17%
GL
2923
Gerber LLC
Ohio
$378K +$1.64K +21 +0.4%
BWMG
2924
Barnes Wealth Management Group
California
$377K -$2.66K -34 -0.7%
LIA
2925
Lynx Investment Advisory
District of Columbia
$377K -$14.7K -188 -4%
115 116
117
118 119