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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
2651
High Pines Wealth Management
Massachusetts
$225K +$758 +8 +0.3%
OCPWS
2652
One Charles Private Wealth Services
Massachusetts
$225K -$2.56K -27 -1%
TCPWM
2653
Traverso Chambers Private Wealth Management
California
$225K +$1.42K +15 +0.6%
TLA
2654
Tanglewood Legacy Advisors
Texas
$224K – – –
DP
2655
Denver PWM
Colorado
$224K -$5.3K -56 -2%
HI
2656
Hudock Inc
Pennsylvania
$224K -$29.4K -310 -11%
KA
2657
Kearns & Associates
California
$223K -$49.3K -520 -17%
GC
2658
Gruss & Co
Florida
$223K – – –
EW
2659
Enzi Wealth
Texas
$223K -$68K -718 -23%
HWM
2660
HFR Wealth Management
New York
$223K – – –
BWP
2661
Bernardo Wealth Planning
Pennsylvania
$223K +$1.71K +18 +0.7%
AWS
2662
Arkfeld Wealth Strategies
Nebraska
$222K +$1.42K +15 +0.6%
OKSA
2663
O'Keefe Stevens Advisory
New York
$222K +$9K +95 +4%
FA
2664
Financial Advisors
Massachusetts
$222K +$36.5K +385 +18%
AWMG
2665
Alliance Wealth Management Group
New Jersey
$221K +$189 +2 +0.1%
TWM
2666
Tradition Wealth Management
Minnesota
$221K -$379 -4 -0.2%
PDM
2667
Penn Davis McFarland
Texas
$221K +$234K +2,474 New
PWC
2668
PYA Waltman Capital
Tennessee
$221K – – –
OC
2669
Oarsman Capital
Wisconsin
$220K +$2.75K +29 +1%
CWM
2670
Cahaba Wealth Management
Georgia
$220K +$19.5K +206 +9%
BWM
2671
Birchcreek Wealth Management
Ohio
$219K +$38.2K +403 +20%
VCM
2672
Versant Capital Management
Arizona
$219K -$19.5K -206 -8%
TB
2673
Terril Brothers
Missouri
$219K +$21.7K +229 +10%
1WM
2674
1900 Wealth Management
Texas
$219K -$86.1K -909 -27%
B
2675
Bellecapital
Switzerland
$219K -$118K -1,248 -34%
105 106
107
108 109