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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2801
Thrive Wealth Management
Pennsylvania
$335K -$434 -3 -0.1%
SAS
2802
Sanford Advisory Services
Michigan
$334K +$8.53K +59 +2%
WWMSC
2803
Wagner Wealth Management (South Carolina)
South Carolina
$334K +$26.7K +185 +8%
HAS
2804
Holland Advisory Services
Florida
$333K -$2.31K -16 -0.7%
IAG
2805
Investmark Advisory Group
Connecticut
$332K +$578 +4 +0.2%
HKIMG
2806
Hutchens & Kramer Investment Management Group
Indiana
$332K +$73.7K +510 +27%
SWM
2807
Selective Wealth Management
Virginia
$331K +$8.67K +60 +3%
AL
2808
ADE LLC
Maryland
$330K – – –
AWC
2809
Adamsbrown Wealth Consultants
Kansas
$330K +$5.35K +37 +2%
CWP
2810
Concord Wealth Partners
Virginia
$330K +$18.4K +127 +6%
BWP
2811
Bernardo Wealth Planning
Pennsylvania
$330K +$27.8K +192 +9%
MRI
2812
Mad River Investors
Massachusetts
$329K – – –
SLWA
2813
San Luis Wealth Advisors
California
$329K +$307K +2,126 New
OIM
2814
Opus Investment Management
Massachusetts
$329K +$347K +2,400 New
BCM
2815
Bienville Capital Management
New York
$328K – – –
SAMT
2816
Select Asset Management & Trust
Pennsylvania
$328K – – –
SPP
2817
Single Point Partners
Massachusetts
$327K +$345K +2,383 New
LD
2818
Lipe & Dalton
New York
$326K – – –
HFS
2819
Heritage Financial Services
Massachusetts
$326K +$43.4K +300 +14%
LWMG
2820
Levy Wealth Management Group
Pennsylvania
$325K – – –
FPWM
2821
FSB Premier Wealth Management
Iowa
$324K +$16K +111 +4%
CCM
2822
Chiron Capital Management
Florida
$324K +$101K +700 +42%
DP
2823
Denver PWM
Colorado
$323K +$20.2K +140 +6%
SHFA
2824
SC&H Financial Advisors
Maryland
$321K -$121K -838 -26%
CFO
2825
CVA Family Office
Colorado
$321K -$32.5K -225 -9%
111 112
113
114 115