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Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
4026
Sellwood Investment Partners
Oregon
$64.1K – – –
WPWM
4027
Western Pacific Wealth Management
Illinois
$62.9K – – –
WAG
4028
Wiser Advisor Group
Arizona
$62.9K +$745 +4 +1%
GJIA
4029
Glass Jacobson Investment Advisors
Maryland
$62.2K -$558 -3 -0.8%
NL
4030
NorthAvenue LLC
Ohio
$61.7K +$37.2K +200 +116%
IWM
4031
IMG Wealth Management
Florida
$61.2K +$6.89K +37 +11%
CWP
4032
Clark Wealth Partners
Illinois
$60.1K +$30.9K +166 +84%
CA
4033
Centerpoint Advisors
Massachusetts
$59K +$21.6K +116 +49%
VWA
4034
Valued Wealth Advisors
Utah
$57.5K -$35.5K -191 -36%
CIAS
4035
CBIZ Investment Advisory Services
Ohio
$57.3K – – –
RPA
4036
Redwood Park Advisors
California
$56.9K +$558 +3 +0.9%
SFAM
4037
Sawyer Falduto Asset Management
Illinois
$56.9K – – –
PMIM
4038
Prudent Man Investment Management
Colorado
$56.8K – – –
AWM
4039
Activest Wealth Management
Florida
$56.7K -$593K -3,188 -90%
KFP
4040
Kroeger Financial Partners
California
$55.7K +$62.5K +336 New
BFS
4041
Bare Financial Services
Pennsylvania
$55.5K +$16.6K +89 +36%
1NWS
4042
1 North Wealth Services
Maryland
$55.2K – – –
SVWA
4043
Sarver Vrooman Wealth Advisors
Missouri
$54.9K – – –
GIM
4044
Gold Investment Management
Alberta, Canada
$54.7K – – –
LFASL
4045
Lugano Financial Advisors SA (LFA)
Switzerland
$54.2K +$5.96K +32 +11%
KCM
4046
Key Capital Management
Tennessee
$53.7K +$18.2K +98 +43%
PIS
4047
POM Investment Strategies
North Carolina
$52.5K -$262K -1,407 -82%
BBPWM
4048
Blue Bell Private Wealth Management
Pennsylvania
$51.6K -$34.8K -187 -38%
EA
4049
Evolution Advisers
Virginia
$51K +$19.5K +105 +51%
MWM
4050
Mascoma Wealth Management
New Hampshire
$49.4K +$931 +5 +2%
160 161
162
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