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Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
3001
Lesa Sroufe & Co
Washington
$410K +$384K +2,452 New
RB
3002
Renasant Bank
Mississippi
$410K +$75.1K +480 +24%
WFC
3003
Western Financial Corp
California
$410K +$1.41K +9 +0.4%
GDP
3004
Great Diamond Partners
Maine
$409K +$24.9K +159 +7%
CM
3005
CoreCommodity Management
Connecticut
$409K +$54.5K +348 +17%
BWS
3006
Broadway Wealth Solutions
Texas
$409K -$45.6K -291 -11%
IWA
3007
IVC Wealth Advisors
Pennsylvania
$408K +$18.6K +119 +5%
BW
3008
Basepoint Wealth
Iowa
$407K +$3.91K +25 +1%
B
3009
BetterWealth
California
$406K -$100K -641 -21%
LKWM
3010
Lee-Kelleher Wealth Management
Maryland
$406K – – –
GFWA
3011
Grey Fox Wealth Advisors
Delaware
$406K +$24.6K +157 +7%
CA
3012
Clune & Associates
Illinois
$406K -$17.2K -110 -4%
APW
3013
Aventura Private Wealth
Florida
$405K +$5.95K +38 +2%
APW
3014
Acima Private Wealth
Virginia
$405K – – –
PWAC
3015
Private Wealth Advisors (California)
California
$405K +$3.6K +23 +1%
PPC
3016
Pennington Partners & Co
Maryland
$404K -$95.5K -610 -20%
BBNB
3017
Baker Boyer National Bank
Washington
$403K -$626 -4 -0.2%
PFWA
3018
Paces Ferry Wealth Advisors
Georgia
$403K +$1.72K +11 +0.5%
RSS
3019
Rosenblum Silverman Sutton
California
$402K -$121K -775 -24%
TCM
3020
Towercrest Capital Management
Pennsylvania
$401K -$32.1K -205 -8%
AWMG
3021
Alliance Wealth Management Group
New Jersey
$401K – – –
VNA
3022
Valley National Advisers
Pennsylvania
$401K -$20.7K -132 -5%
NEWAS
3023
N.E.W. Advisory Services
Wisconsin
$401K +$49.8K +318 +15%
DIM
3024
DLK Investment Management
California
$400K -$55.6K -355 -13%
CMS
3025
Capital Market Strategies
Florida
$400K -$202K -1,290 -35%
119 120
121
122 123