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Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
2501
High Note Wealth
Minnesota
$236K +$4.44K +42 +2%
MWM
2502
Maripau Wealth Management
Indiana
$236K +$30.6K +290 +13%
SFS
2503
Summit Financial Strategies
Ohio
$236K -$3.06K -29 -1%
CWM
2504
C2C Wealth Management
Arizona
$234K – – –
EPM
2505
Elm Partners Management
Pennsylvania
$234K -$8.77K -83 -3%
RAG
2506
RIA Advisory Group
Iowa
$234K -$997K -9,432 -80%
NB
2507
Northwest Bancshares
Pennsylvania
$234K -$14.4K -136 -5%
RCM
2508
Raleigh Capital Management
North Carolina
$233K -$528 -5 -0.2%
CHA
2509
Cooper/Haims Advisors
New York
$233K +$27.8K +263 +12%
CIP
2510
Convergence Investment Partners
Florida
$233K -$13.6K -129 -5%
DWP
2511
Destiny Wealth Partners
Florida
$232K -$29.9K -283 -11%
KFSN
2512
Keystone Financial Services (Nebraska)
Nebraska
$232K -$7.93K -75 -3%
NRG
2513
Nemes Rush Group
Michigan
$232K +$27K +255 +12%
SSA
2514
Schonfeld Strategic Advisors
New York
$231K -$217K -2,055 -46%
AIC
2515
Argus Investors Counsel
New York
$231K – – –
IDBONY
2516
Israel Discount Bank of New York
New York
$231K – – –
QFA
2517
Quantum Financial Advisors
California
$231K -$42.3K -400 -14%
UW
2518
Unique Wealth
Florida
$231K +$2.33K +22 +0.9%
CPA
2519
Clear Point Advisors
New York
$231K +$253K +2,392 New
MCM
2520
Mainstream Capital Management
California
$230K -$7.4K -70 -3%
BBPWM
2521
Blue Bell Private Wealth Management
Pennsylvania
$230K +$317 +3 +0.1%
BCM
2522
Brookmont Capital Management
Texas
$230K -$5.92K -56 -2%
SSA
2523
South Street Advisors
New York
$230K – – –
RA
2524
Riversedge Advisors
Delaware
$230K +$28.2K +267 +13%
QIM
2525
Quest Investment Management
Oregon
$229K -$4.02K -38 -2%
99 100
101
102 103