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Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
2476
Cove Private Wealth
New York
$217K +$185K +844 New
CWP
2477
Concord Wealth Partners
Virginia
$217K +$37.5K +171 +25%
CAMV
2478
Concord Asset Management (Virginia)
Virginia
$217K +$185K +844 New
EC
2479
EdgeRock Capital
Colorado
$217K +$185K +841 New
FWM
2480
Fonville Wealth Management
Virginia
$217K +$185K +842 New
UWPG
2481
Ullmann Wealth Partners Group
Florida
$216K +$184K +840 New
CPW
2482
Crestmont Private Wealth
Texas
$216K +$184K +839 New
OCM
2483
Orser Capital Management
Texas
$215K -$1.15M -5,220 -86%
EIP
2484
Ellis Investment Partners
Pennsylvania
$215K +$184K +837 New
MHWM
2485
Montz Harcus Wealth Management
Louisiana
$215K +$183K +835 New
S
2486
Sachetta
Massachusetts
$215K +$3.07K +14 +2%
PWM
2487
Penobscot Wealth Management
Maine
$214K +$183K +832 New
PWA
2488
Physician Wealth Advisors
Utah
$214K +$11.6K +53 +7%
RWM
2489
Rialto Wealth Management
New York
$213K +$1.98K +9 +1%
BI
2490
Ballast Inc
Kentucky
$213K +$181K +827 New
SFG
2491
Seamount Financial Group
Colorado
$213K +$181K +827 New
JWA
2492
JFS Wealth Advisors
Pennsylvania
$212K -$181K -824 -50%
HWA
2493
Hilltop Wealth Advisors
North Carolina
$212K +$181K +823 New
FGC
2494
Financial Gravity Companies
Texas
$211K +$180K +821 New
MFG
2495
Menard Financial Group
Texas
$211K +$180K +821 New
SIC
2496
Sigma Investment Counselors
Michigan
$211K +$180K +820 New
NC
2497
NewSquare Capital
Pennsylvania
$211K +$30.5K +139 +20%
LCS
2498
Levin Capital Strategies
New York
$211K +$180K +819 New
SO
2499
Sierra Ocean
California
$211K +$23.9K +109 +15%
EPW
2500
Endeavor Private Wealth
Kansas
$210K +$179K +818 New
98 99
100
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