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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2676
Towercrest Capital Management
Pennsylvania
$264K – – –
SAM
2677
Summit Asset Management
Tennessee
$262K +$2.71K +9 +1%
NWA
2678
New World Advisors
Massachusetts
$262K +$257K +852 New
CP
2679
Creekside Partners
California
$262K – – –
MWP
2680
Madison Wealth Partners
Wisconsin
$262K +$256K +851 New
VI
2681
VanderPol Investments
Michigan
$262K +$7.23K +24 +3%
TDB
2682
Thompson David Blair
$262K +$256K +851 New
AWMG
2683
Alliance Wealth Management Group
New Jersey
$262K – – –
LWA
2684
Legacy Wealth Advisors
Florida
$262K +$256K +850 New
HNWAG
2685
High Net Worth Advisory Group
Florida
$261K +$301 +1 +0.1%
SHIM
2686
Stone House Investment Management
Pennsylvania
$261K +$69.9K +232 +38%
DWAM
2687
Duncan Williams Asset Management
Tennessee
$261K +$301 +1 +0.1%
SG
2688
Sankala Group
Colorado
$260K +$229K +760 New
GKIM
2689
GW&K Investment Management
Massachusetts
$260K +$38.8K +129 +18%
GWM
2690
Goldenstone Wealth Management
California
$260K +$254K +843 New
LC
2691
Landaas & Company
Wisconsin
$260K -$37.6K -125 -13%
EWM
2692
Elevation Wealth Management
Minnesota
$260K +$254K +842 New
FWP
2693
Falcon Wealth Planning
California
$260K +$254K +843 New
EIP
2694
Ellis Investment Partners
Pennsylvania
$259K +$1.81K +6 +0.7%
LFA
2695
Level Financial Advisors
New York
$259K -$6.02K -20 -2%
OL
2696
one8zero8 LLC
North Carolina
$258K -$28K -93 -10%
CPW
2697
Crestmont Private Wealth
Texas
$258K – – –
CPSAC
2698
Chas P. Smith & Associates (CPS)
Florida
$258K +$253K +839 New
SFS
2699
Summit Financial Strategies
Ohio
$258K +$24.1K +80 +11%
CWA
2700
Centennial Wealth Advisory
Michigan
$258K +$9.34K +31 +4%
106 107
108
109 110