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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
3351
Hibernia Wealth Partners
Louisiana
$250K -$438K -2,861 -62%
RLWM
3352
RF&L Wealth Management
Massachusetts
$250K – – –
EI
3353
Ellevest Inc
New York
$250K -$268K -1,753 -50%
COFSG
3354
Carbahal Olsen Financial Services Group
California
$250K +$264K +1,723 New
BWA
3355
BlueChip Wealth Advisors
Georgia
$249K -$14.7K -96 -5%
CAL
3356
Capital Advisors Ltd
Ohio
$249K -$9.49K -62 -3%
WDL
3357
Well Done LLC
Michigan
$249K – – –
AIA
3358
AIMZ Investment Advisors
California
$248K – – –
BT
3359
Banque Transatlantique
France
$248K +$263K +1,720 New
SSA
3360
Sierra Summit Advisors
Nevada
$248K -$67.3K -440 -20%
TIP
3361
Tandem Investment Partners
New Jersey
$248K +$262K +1,709 New
KIG
3362
Kennedy Investment Group
New Jersey
$247K -$24.9K -163 -9%
LCM
3363
Liberty Capital Management
Michigan
$247K -$11.6K -76 -4%
SFG
3364
Synergy Financial Group
California
$247K +$261K +1,704 New
HHRDM
3365
H&H Retirement Design & Management
Nevada
$246K – – –
JWM
3366
Jupiter Wealth Management
Colorado
$246K – – –
DWM
3367
DecisionMap Wealth Management
Virginia
$246K +$260K +1,699 New
BCIM
3368
Bishop & Co Investment Management
Pennsylvania
$246K – – –
PWA
3369
Phoenix Wealth Advisors
North Carolina
$246K +$306 +2 +0.1%
FIC
3370
Family Investment Center
Missouri
$245K +$153 +1 +0.1%
PCS
3371
Private Client Services
Kentucky
$245K -$1.07K -7 -0.4%
MIM
3372
Meixler Investment Management
Arizona
$245K -$66.7K -436 -21%
KC
3373
Kades & Cheifetz
Pennsylvania
$245K -$332K -2,166 -56%
CFO
3374
Custos Family Office
Texas
$244K +$258K +1,686 New
GCA
3375
Gallagher Capital Advisors
Texas
$244K +$258K +1,686 New
133 134
135
136 137