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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
3176
Watershed Private Wealth
Illinois
$338K – – –
SWP
3177
ShoreHaven Wealth Partners
New Jersey
$337K -$12.5K -80 -4%
HCWM
3178
Hidden Cove Wealth Management
Washington
$337K +$23.8K +152 +8%
RBFC
3179
Roman Butler Fullerton & Co
Missouri
$337K -$1.41K -9 -0.4%
MGWM
3180
Marks Group Wealth Management
Minnesota
$337K +$939 +6 +0.3%
KWM
3181
KFG Wealth Management
Indiana
$336K +$1.25K +8 +0.4%
STB
3182
S&T Bank
Pennsylvania
$335K +$2.97K +19 +1%
CCC
3183
Compass Capital Corp
Massachusetts
$335K -$157 -1 -0%
SC
3184
Slow Capital
California
$335K – – –
BIA
3185
Bell Investment Advisors
California
$335K +$20K +128 +7%
YCG
3186
Yeomans Consulting Group
Georgia
$334K -$291K -1,862 -48%
AWA
3187
Acorn Wealth Advisors
Michigan
$333K -$16.1K -103 -5%
EWA
3188
EQ Wealth Advisors
Texas
$333K +$626 +4 +0.2%
GWA
3189
Gratus Wealth Advisors
Virginia
$332K – – –
HIM
3190
Hillsdale Investment Management
Ontario, Canada
$330K -$124K -790 -29%
OFW
3191
Omnia Family Wealth
Florida
$329K +$72.8K +465 +31%
ACM
3192
Armbruster Capital Management
New York
$329K -$3.91K -25 -1%
IW
3193
Instrumental Wealth
Florida
$328K -$29.6K -189 -7%
BW
3194
Blalock Williams
Alabama
$328K +$82.7K +528 +37%
LFP
3195
Lakeshore Financial Planning
Michigan
$327K -$112K -714 -27%
BP
3196
Broadleaf Partners
Ohio
$327K – – –
HWMT
3197
Heritage Wealth Management (Texas)
Texas
$326K -$2.97K -19 -1%
CWM
3198
Cedar Wealth Management
California
$325K – – –
HC
3199
Henshaw Capital
Massachusetts
$325K – – –
SFM
3200
Signet Financial Management
New Jersey
$325K +$8.3K +53 +3%
126 127
128
129 130