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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
2876
Legacy Wealth Management (Idaho)
Idaho
$139K +$89.3K +811 +196%
WWA
2877
Wealth Watch Advisors
Colorado
$139K +$16.1K +146 +14%
MCA
2878
Maryland Capital Advisors
Maryland
$138K – – –
CCMI
2879
Creative Capital Management Investments
California
$136K -$9.03K -82 -6%
PS
2880
Pinney & Scofield
Massachusetts
$132K – – –
FDW
2881
Fourth Dimension Wealth
Ohio
$132K – – –
TAM
2882
Tucker Asset Management
Colorado
$131K +$127K +1,154 New
HIIFS
2883
Harel Insurance Investments & Financial Services
Israel
$131K -$1.32K -12 -1%
NEWAS
2884
N.E.W. Advisory Services
Wisconsin
$130K -$68.3K -620 -35%
BIA
2885
Bell Investment Advisors
California
$130K +$89.8K +815 +247%
EAM
2886
Empirical Asset Management
Massachusetts
$128K -$102K -929 -7%
HHCP
2887
Hilton Head Capital Partners
South Carolina
$128K +$124K +1,122 New
CIAS
2888
CBIZ Investment Advisory Services
Ohio
$127K -$3.85K -35 -3%
MA
2889
Modus Advisors
Minnesota
$126K +$122K +1,110 New
FFA
2890
Frazier Financial Advisors
Ohio
$126K +$53K +481 +76%
TWD
2891
True Wealth Design
Ohio
$126K -$1.65K -15 -1%
FMP
2892
Financial Management Professionals
Texas
$126K -$22K -200 -15%
TM
2893
Torren Management
California
$125K +$121K +1,099 New
BAM
2894
Bellevue Asset Management
Washington
$124K – – –
PJC
2895
Phillip James Consulting
Minnesota
$123K +$122K +1,112 New
TC
2896
Truvestments Capital
Florida
$122K -$22.6K -205 -16%
IWM
2897
Inlight Wealth Management
Georgia
$122K -$551 -5 -0.5%
PFO
2898
Pioneer Family Office
Florida
$118K +$114K +1,033 New
GG
2899
Gleason Group
Kentucky
$117K – – –
QA
2900
Quattro Advisors
Pennsylvania
$117K +$113K +1,027 New
114 115
116
117 118