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Datadog
DDOG

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
776
Level Four Advisory Services
Texas
$254K +$64.5K +522 +32%
PWG
777
Portside Wealth Group
Utah
$253K +$3.58K +29 +1%
MFA
778
Mayflower Financial Advisors
Massachusetts
$251K +$262K +2,124 New
OL
779
Optas LLC
Texas
$248K -$24.7K -200 -9%
PWMA
780
Pension & Wealth Management Advisors
Massachusetts
$247K +$256K +2,074 +10,370%
IF
781
IRON Financial
Illinois
$243K +$29.4K +238 +13%
SAI
782
Savvy Advisors Inc
New York
$237K +$248K +2,007 New
AC
783
AWM Capital
Arizona
$237K – – –
VCM
784
Virtue Capital Management
Tennessee
$236K -$20.4K -165 -7%
UWP
785
Uniting Wealth Partners
Kansas
$236K – – –
TWPM
786
Total Wealth Planning & Management
Florida
$236K -$82K -664 -25%
LFP
787
Leeward Financial Partners
Washington
$236K +$247K +1,997 New
PWPS
788
Pinnacle Wealth Planning Services
Ohio
$235K +$37.9K +307 +18%
QWM
789
Quadcap Wealth Management
Texas
$233K +$12.6K +102 +5%
TCA
790
Transcend Capital Advisors
New Jersey
$232K +$243K +1,965 New
AWM
791
Arista Wealth Management
Nevada
$232K -$247 -2 -0.1%
IAS
792
Insigneo Advisory Services
Florida
$230K -$33.7K -273 -12%
SOW
793
State of Wyoming
Wyoming
$230K +$9.38K +76 +4%
GAG
794
GM Advisory Group
New York
$230K -$60.3K -488 -20%
AFGAS
795
Allegiance Financial Group Advisory Services
Virginia
$228K +$10.4K +84 +5%
AC
796
AlphaCore Capital
California
$228K -$53.8K -436 -18%
GT
797
Greenleaf Trust
Michigan
$227K +$238K +1,927 New
MCM
798
Massar Capital Management
Connecticut
$227K -$36.7K -297 -13%
AI
799
Advent International
Massachusetts
$224K +$235K +1,900 New
RIL
800
Rothschild Investment LLC
Illinois
$224K +$200K +1,622 +594%
30 31
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