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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2676
One Charles Private Wealth Services
Massachusetts
$255K -$55.2K -548 -18%
DFS
2677
Dixon Fnancial Services
California
$254K -$2.12K -21 -0.8%
LD
2678
Lipe & Dalton
New York
$254K – – –
UW
2679
Unique Wealth
Florida
$253K +$255K +2,527 New
CAWM
2680
Capital Advisors Wealth Management
Washington
$253K -$7.36K -73 -3%
MAM
2681
Meeder Asset Management
Ohio
$252K -$34.7K -344 -12%
GAM
2682
Gould Asset Management
California
$252K – – –
KIM
2683
Karpus Investment Management
New York
$252K – – –
TLA
2684
Tanglewood Legacy Advisors
Texas
$252K – – –
HPWM
2685
High Pines Wealth Management
Massachusetts
$251K +$15.7K +156 +7%
HC
2686
HNP Capital
New York
$251K – – –
TCPWM
2687
Traverso Chambers Private Wealth Management
California
$251K +$13.5K +134 +6%
GC
2688
Gruss & Co
Florida
$250K – – –
EE
2689
EWG Elevate
California
$250K -$8.77K -87 -3%
HWM
2690
HFR Wealth Management
New York
$250K – – –
CFP
2691
Catalyst Financial Partners
Massachusetts
$250K +$252K +2,495 New
ME
2692
McIlrath & Eck
Washington
$249K -$4.64K -46 -2%
AWM
2693
Atticus Wealth Management
Florida
$249K -$222K -2,202 -47%
PWC
2694
PYA Waltman Capital
Tennessee
$249K -$3.93K -39 -2%
LWA
2695
Lineweaver Wealth Advisors
Ohio
$248K -$302 -3 -0.1%
TWM
2696
Tradition Wealth Management
Minnesota
$248K +$19K +188 +8%
BWP
2697
Bernardo Wealth Planning
Pennsylvania
$248K – – –
AWMG
2698
Alliance Wealth Management Group
New Jersey
$248K – – –
BWM
2699
Buckley Wealth Management
Nevada
$247K -$114K -1,128 -31%
AWS
2700
Arkfeld Wealth Strategies
Nebraska
$246K +$23.7K +235 +11%
106 107
108
109 110