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Name Holding Trade Value Shares
Change 		Change in
Stake
MRWM
2751
ML&R Wealth Management
Texas
$398K +$413K +1,348 New
SLA
2752
Silver Lake Advisory
Utah
$397K +$412K +1,345 New
BLAM
2753
Bourne Lent Asset Management
New York
$395K -$3.07K -10 -0.7%
AIP
2754
Almanack Investment Partners
Pennsylvania
$395K +$307 +1 +0.1%
PPWM
2755
Paragon Private Wealth Management
Kentucky
$395K – – –
HWM
2756
HFR Wealth Management
New York
$395K -$5.52K -18 -1%
EC
2757
EdgeRock Capital
Colorado
$394K +$37.4K +122 +10%
GCWM
2758
Graham Capital Wealth Management
District of Columbia
$394K – – –
ECAM
2759
East Coast Asset Management
Massachusetts
$394K – – –
APG
2760
Abacus Planning Group
South Carolina
$392K – – –
BWM
2761
BlackDiamond Wealth Management
New York
$392K -$8.89K -29 -2%
FWSM
2762
First Wilshire Securities Management
California
$391K – – –
WA
2763
Waterford Advisors
New York
$389K +$2.76K +9 +0.7%
FG
2764
Foster Group
Iowa
$388K -$4.29K -14 -1%
TFCP
2765
Twin Focus Capital Partners
Massachusetts
$386K +$72K +235 +22%
IDA
2766
Intelligence Driven Advisers
California
$386K +$4.29K +14 +1%
TCM
2767
Towercrest Capital Management
Pennsylvania
$386K – – –
WCFA
2768
Walkner Condon Financial Advisors
Wisconsin
$386K +$9.5K +31 +2%
SWM
2769
SFG Wealth Management
Maryland
$386K -$13.8K -45 -3%
PP
2770
PFS Partners
New Jersey
$386K +$613 +2 +0.2%
CWM
2771
Centurion Wealth Management
Virginia
$384K – – –
SEIA
2772
Signature Estate & Investment Advisors
California
$384K +$27.3K +89 +7%
GL
2773
GHE LLC
Tennessee
$381K – – –
FDDB
2774
Fidelity D&D Bancorp
Pennsylvania
$381K +$304K +992 New
UCB
2775
United Community Bank
South Carolina
$380K -$109K -355 -22%
109 110
111
112 113