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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
3126
Peterson Wealth Services
Utah
$225K +$450K +6,595 +210%
C
3127
Covestor
United Kingdom
$225K +$6K +88 +3%
MWM
3128
Mittelman Wealth Management
Massachusetts
$225K -$15.2K -223 -6%
PC
3129
Payne Capital
Oregon
$224K +$224K +3,281 New
GCP
3130
Gill Capital Partners
Colorado
$224K -$106K -1,549 -32%
MWP
3131
Meridian Wealth Partners
Pennsylvania
$224K -$10.2K -149 -4%
CIS
3132
Custom Index Systems
New York
$224K +$223K +3,268 New
AWM
3133
Abound Wealth Management
Tennessee
$223K +$6K +88 +3%
CAAM
3134
Cornerstone Advisors Asset Management
Pennsylvania
$222K +$221K +3,246 New
PA
3135
Prism Advisors
California
$222K – – –
CRWM
3136
Castle Rock Wealth Management
California
$222K -$2.79K -41 -1%
KWM
3137
KFG Wealth Management
Indiana
$221K -$16.4K -240 -7%
MF
3138
Manchester Financial
California
$221K -$259K -3,800 -54%
TCOK
3139
Trust Company of Kansas
Kansas
$221K – – –
WPW
3140
Watershed Private Wealth
Illinois
$221K – – –
GWM
3141
Gitterman Wealth Management
New Jersey
$221K -$272K -3,993 -55%
PA
3142
PSI Advisors
Florida
$220K -$226K -3,320 -51%
VC
3143
Veery Capital
Delaware
$220K -$1.5K -22 -0.7%
MA
3144
Mezzasalma Advisors
New Jersey
$220K +$8.93K +131 +4%
BBNB
3145
Baker Boyer National Bank
Washington
$220K +$4.84K +71 +2%
AWAP
3146
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$220K -$4.63K -68 -2%
1IA
3147
1620 Investment Advisors
Massachusetts
$220K – – –
CFG
3148
Compton Financial Group
Maryland
$220K +$2.11K +31 +1%
FC
3149
Fulcrum Capital
Washington
$219K – – –
MC
3150
Middleton & Co
Massachusetts
$219K – – –
124 125
126
127 128