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Name Holding Trade Value Shares
Change 		Change in
Stake
LWPC
3276
Legacy Wealth Partners (Colorado)
Colorado
$255K +$245K +3,305 New
PFM
3277
Phillips Financial Management
Indiana
$255K -$20.1K -271 -8%
PC
3278
Payne Capital
Oregon
$254K +$1.41K +19 +0.6%
BPAMU
3279
BTG Pactual Asset Management US
New York
$254K +$245K +3,297 New
PWP
3280
Phillips Wealth Planners
Mississippi
$254K -$20.9K -281 -8%
PWS
3281
Peterson Wealth Services
Utah
$254K -$478K -6,442 -66%
FF
3282
Friday Financial
Iowa
$253K +$24.8K +334 +11%
KWM
3283
KFG Wealth Management
Indiana
$253K +$4.01K +54 +2%
MA
3284
MKT Advisors
California
$253K +$297 +4 +0.1%
VC
3285
Veery Capital
Delaware
$253K +$4.97K +67 +2%
SWM
3286
Steinberganna Wealth Management
New York
$253K +$10.8K +146 +5%
AR
3287
Apeiron RIA
Texas
$252K +$234K +3,149 New
EWM
3288
Endowment Wealth Management
Wisconsin
$252K -$5.64K -76 -2%
MS
3289
Madden Securities
Texas
$251K -$14.5K -195 -6%
CS
3290
Capital Square
Tennessee
$251K +$7.49K +101 +3%
II
3291
Impact Investors
California
$251K +$7.94K +107 +3%
WE
3292
Wealth Effects
Massachusetts
$251K +$241K +3,254 New
ITG
3293
Index Technologies Group
New York
$250K +$241K +3,246 New
TCOK
3294
Trust Company of Kansas
Kansas
$249K – – –
MF
3295
Manchester Financial
California
$249K – – –
PA
3296
PSI Advisors
Florida
$249K +$594 +8 +0.2%
CWMS
3297
Cannon Wealth Management Services
North Carolina
$249K +$9.42K +127 +4%
WPW
3298
Watershed Private Wealth
Illinois
$248K – – –
AIP
3299
Almanack Investment Partners
Pennsylvania
$248K +$13.6K +183 +6%
AA
3300
AlphaCentric Advisors
Puerto Rico
$248K +$239K +3,220 New
130 131
132
133 134