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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
3376
Palisades Hudson Asset Management
Florida
$232K – – –
CWM
3377
Cherrydale Wealth Management
New Jersey
$232K -$50.5K -645 -18%
BWM
3378
BCS Wealth Management
Tennessee
$232K -$269K -3,437 -54%
ZWA
3379
Zinnia Wealth Advisory
Florida
$232K +$234K +2,985 New
LWA
3380
Legacy Wealth Advisors
Florida
$232K +$11.5K +147 +5%
MIM
3381
Moseley Investment Management
Florida
$231K +$78 +1 +0%
MTIM
3382
Marathon Trading Investment Management
Pennsylvania
$230K +$232K +2,966 New
JWM
3383
JPL Wealth Management
Colorado
$230K +$16.5K +211 +8%
CWM
3384
Castle Wealth Management
Florida
$230K -$5.48K -70 -2%
WIA
3385
Westbourne Investment Advisors
Maryland
$229K – – –
CMI
3386
Clare Market Investments
Texas
$229K +$231K +2,947 New
BSI
3387
Bennett Selby Investments
Maine
$229K -$1.17K -15 -0.5%
YWM
3388
Yukon Wealth Management
Kansas
$228K – – –
LWM
3389
LJI Wealth Management
Indiana
$228K -$2.5K -32 -1%
NLWP
3390
Next Level Wealth Planning
Idaho
$228K +$24.5K +313 +12%
LWPC
3391
Legacy Wealth Partners (Colorado)
Colorado
$228K -$28.4K -363 -11%
IFPG
3392
Intrepid Financial Planning Group
Indiana
$228K – – –
KWM
3393
KFG Wealth Management
Indiana
$228K -$27.9K -356 -11%
MSFP
3394
Mark Sheptoff Financial Planning
Connecticut
$227K -$141K -1,800 -43%
SA
3395
Stewardship Advisors
Pennsylvania
$227K +$7.2K +92 +3%
TAM
3396
Townsend Asset Management
North Carolina
$226K +$1.57K +20 +0.7%
AGA
3397
Arch Global Advisors
New York
$226K +$228K +2,912 New
B
3398
Birchbrook
Maine
$226K -$4.54K -58 -2%
CWM
3399
Chemistry Wealth Management
New York
$225K +$391 +5 +0.2%
HIIFS
3400
Harel Insurance Investments & Financial Services
Israel
$225K -$157K -2,000 -41%
134 135
136
137 138