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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
3676
Connecticut Capital Management Group
Connecticut
$210K +$210K +1,379 New
WA
3677
Waterford Advisors
New York
$210K – – –
SA
3678
Strategic Advocates
Utah
$210K -$217K -1,425 -51%
BMCM
3679
Burns Matteson Capital Management
New York
$210K – – –
PM
3680
Penbrook Management
New York
$210K – – –
AI
3681
AXS Investments
New York
$210K +$3.81K +25 +2%
CWM
3682
Cherrydale Wealth Management
New Jersey
$210K +$5.18K +34 +3%
LFA
3683
Level Financial Advisors
New York
$209K -$155K -1,017 -43%
MWA
3684
Motive Wealth Advisors
Michigan
$209K -$41.7K -274 -17%
RAG
3685
RIA Advisory Group
Iowa
$209K -$104K -681 -33%
SWM
3686
Selective Wealth Management
Virginia
$209K +$192K +1,258 New
EWA
3687
Evolution Wealth Advisors
Florida
$209K – – –
SWP
3688
Summit Wealth Partners
Florida
$209K -$73K -479 -26%
KIC
3689
Kensington Investment Counsel
California
$209K -$67K -440 -24%
EWA
3690
Eagle Wealth Advisors
Connecticut
$209K +$209K +1,369 New
TCM
3691
TABR Capital Management
California
$209K +$152 +1 +0.1%
CMP
3692
Coston McIsaac & Partners
Maine
$208K +$58.2K +382 +38%
AWP
3693
Avid Wealth Partners
Texas
$208K +$208K +1,363 New
SAM
3694
Synergy Asset Management
Washington
$207K -$10.8M -70,934 -98%
AC
3695
AWM Capital
Arizona
$207K +$1.22K +8 +0.6%
TLCM
3696
Twin Lakes Capital Management
California
$206K – – –
OWM
3697
Opes Wealth Management
California
$206K -$14.9K -98 -7%
WFA
3698
WMG Financial Advisors
Tennessee
$206K -$6.7K -44 -3%
MQWP
3699
Morey & Quinn Wealth Partners
Nebraska
$206K – – –
HPIA
3700
Hamilton Point Investment Advisors
North Carolina
$206K -$762 -5 -0.4%
146 147
148
149 150