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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3276
Meritas Wealth Management
California
$202K +$3.02K +20 +2%
MAWCM
3277
Mine & Arao Wealth Creation & Management
California
$202K -$1.06K -7 -0.5%
TLCM
3278
Twin Lakes Capital Management
California
$201K -$28.7K -190 -12%
SXL
3279
Summit X LLC
Missouri
$201K +$7.71K +51 +4%
AWP
3280
Accretive Wealth Partners
New Jersey
$201K – – –
TFG
3281
Taylor Financial Group
Virginia
$201K +$204K +1,349 New
AWM
3282
Avaii Wealth Management
Wisconsin
$200K -$25.3K -167 -11%
DEM
3283
Disciplined Equity Management
Florida
$194K +$60.5K +400 +44%
NF
3284
Norwood Financial
Pennsylvania
$192K +$73.4K +485 +60%
VC
3285
Vestor Capital
Illinois
$192K -$3.48K -23 -2%
RS
3286
Rakuten Securities
Japan
$192K +$194K +1,286 New
LPP
3287
Life Planning Partners
Florida
$192K +$194K +1,284 New
CFG
3288
CKW Financial Group
Hawaii
$191K +$454 +3 +0.2%
NMG
3289
New Millennium Group
Utah
$190K -$302 -2 -0.2%
OBWP
3290
O'Brien Wealth Partners
Massachusetts
$190K +$24K +159 +14%
ME
3291
McIlrath & Eck
Washington
$189K -$3.18K -21 -2%
PIM
3292
Plato Investment Management
Australia
$187K +$189K +1,252 New
LFA
3293
Laraway Financial Advisors
Minnesota
$185K – – –
HB
3294
Horizon Bancorp
Indiana
$185K +$15.7K +104 +9%
BAM
3295
Bellevue Asset Management
Washington
$185K +$605 +4 +0.3%
CA
3296
Centerpoint Advisors
Massachusetts
$184K -$3.78K -25 -2%
PWMG
3297
Prestige Wealth Management Group
New Jersey
$184K +$45.1K +298 +32%
AWM
3298
Abound Wealth Management
Tennessee
$181K +$35.7K +236 +24%
CWAF
3299
Core Wealth Advisors (Florida)
Florida
$178K +$154K +1,019 +596%
HFS
3300
HBC Financial Services
Washington
$177K +$151K +1,000 +526%
130 131
132
133 134