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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
3126
LVZ Inc
Michigan
$209K +$175K +560 New
BA
3127
Brightwater Advisory
Florida
$209K +$175K +559 New
MPWS
3128
McCarter Private Wealth Services
Massachusetts
$208K +$174K +557 New
GWM
3129
Global Wealth Management
New Jersey
$208K +$174K +556 New
GIPW
3130
Granite Islands Private Wealth
Connecticut
$208K -$120K -383 -41%
CPWM
3131
Cypress Point Wealth Management
Texas
$208K -$94.6K -302 -35%
CPCP
3132
Cedar Point Capital Partners
Iowa
$207K +$174K +555 New
BWIA
3133
Bryant Woods Investment Advisors
New York
$207K +$174K +555 New
BFA
3134
Benedict Financial Advisors
Georgia
$207K +$173K +554 New
WFL
3135
Wealth Forward LLC
North Dakota
$207K +$173K +554 New
FPN
3136
Financial Planning Navigators
Minnesota
$207K +$173K +553 New
RMS
3137
Retirement Management Systems
Maryland
$207K +$173K +553 New
MSG
3138
Main Street Group
Virginia
$206K – – –
PHWM
3139
Pine Harbor Wealth Management
Maryland
$206K +$173K +551 New
PFA
3140
Pathway Financial Advisers
Indiana
$206K +$172K +550 New
CRI
3141
Colonial River Investments
Virginia
$206K +$172K +550 New
PTB
3142
Pioneer Trust Bank
Oregon
$206K +$172K +550 New
MTIM
3143
Marathon Trading Investment Management
Pennsylvania
$206K +$172K +550 New
KWA
3144
Kellett Wealth Advisors
Ohio
$205K +$172K +549 New
RH
3145
RFG Holdings
Texas
$205K +$172K +548 New
BDA
3146
Borer Denton & Associates
Pennsylvania
$204K +$171K +547 New
BFS
3147
Boyer Financial Services
California
$204K +$169K +541 New
SWM
3148
Seaside Wealth Management
California
$204K +$171K +546 New
FA
3149
Fortis Advisors
Pennsylvania
$204K +$171K +545 New
BWM
3150
Buska Wealth Management
Wisconsin
$204K +$171K +545 New
124 125
126
127 128