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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2451
Balboa Wealth Partners
Arizona
$349K +$348K +7,336 New
AWM
2452
Aprio Wealth Management
Georgia
$348K -$7.83K -165 -2%
SAM
2453
Synergy Asset Management
Washington
$348K -$2.29M -48,235 -87%
NEPPG
2454
New England Professional Planning Group
Rhode Island
$348K – – –
PP
2455
Pegasus Partners
Wisconsin
$347K -$90.2K -1,900 -21%
APW
2456
Austin Private Wealth
Texas
$347K -$17.2K -363 -5%
JGIA
2457
Jackson Grant Investment Advisers
Connecticut
$346K +$2.04K +43 +0.6%
MAG
2458
M3 Advisory Group
Massachusetts
$345K +$153K +3,223 +80%
SEP
2459
Southland Equity Partners
Missouri
$344K +$344K +7,242 New
WGCA
2460
Wolf Group Capital Advisors
Virginia
$344K -$1.59M -33,433 -82%
HWMC
2461
Heritage Wealth Management (California)
California
$344K -$42K -885 -11%
CIS
2462
Connors Investor Services
Pennsylvania
$342K -$76.4K -1,610 -18%
SPI
2463
Sutton Place Investors
New York
$342K -$713K -15,011 -68%
CCFM
2464
Clear Creek Financial Management
Washington
$342K +$69.4K +1,461 +26%
GAM
2465
GEM Asset Management
Michigan
$340K +$950 +20 +0.3%
AA
2466
Aire Advisors
California
$340K +$427 +9 +0.1%
SDWIA
2467
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$338K +$475 +10 +0.1%
AI
2468
Atom Investors
Texas
$338K +$113K +2,376 +50%
PMFA
2469
Plante Moran Financial Advisors
Michigan
$337K -$14.2K -300 -4%
VFA
2470
Voya Financial Advisors
Connecticut
$337K -$160K -3,379 -32%
QFA
2471
Quantum Financial Advisors
California
$336K +$4.75K +100 +1%
PNAA
2472
Pictet North America Advisors
Switzerland
$335K – – –
APW
2473
Acima Private Wealth
Virginia
$335K – – –
WAM
2474
Weinberger Asset Management
California
$334K +$13.7K +288 +4%
SW
2475
SMART Wealth
Nebraska
$332K +$75.4K +1,589 +29%
97 98
99
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