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Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
3026
Great Point Wealth Advisors
Massachusetts
$380K -$897K -2,896 -73%
BFS
3027
Beacon Financial Strategies
North Carolina
$380K -$2.48K -8 -0.7%
TCMP
3028
Thrive Capital Management (Pennsylvania)
Pennsylvania
$380K +$72.5K +234 +27%
LFG
3029
Lockerman Financial Group
California
$379K -$11.5K -37 -3%
HFRG
3030
Houlihan Financial Resource Group
Virginia
$379K – – –
GSC
3031
Grey Street Capital
Illinois
$378K -$19.2K -62 -5%
NAMNJ
3032
NorthStar Asset Management (New Jersey)
New Jersey
$377K +$337K +1,089 New
AMBIA
3033
Allen Mooney & Barnes Investment Advisors
Georgia
$377K +$310 +1 +0.1%
FB
3034
First Bancorp
Maine
$376K -$53K -171 -14%
OPW
3035
Oxler Private Wealth
New York
$376K +$2.48K +8 +0.7%
BHWM
3036
Beaird Harris Wealth Management
Texas
$376K +$5.88K +19 +2%
EA
3037
Echo45 Advisors
California
$375K -$2.48K -8 -0.7%
PWMG
3038
Private Wealth Management Group
New Jersey
$374K +$334K +1,080 New
CAWM
3039
Capital Advisors Wealth Management
Washington
$374K +$8.05K +26 +2%
AFS
3040
Annapolis Financial Services
Maryland
$374K +$46.1K +149 +16%
HPFG
3041
Hart & Patterson Financial Group
Massachusetts
$374K +$334K +1,079 New
LWMG
3042
Levy Wealth Management Group
Pennsylvania
$373K +$1.86K +6 +0.6%
ML
3043
Mayport LLC
Massachusetts
$373K -$17K -55 -5%
IWP
3044
Insight Wealth Partners
Texas
$373K +$333K +1,075 New
MBI
3045
May Barnhard Investments
Maryland
$372K +$332K +1,073 New
FC
3046
Financial Council
Maryland
$372K – – –
NF
3047
Norwood Financial
Pennsylvania
$371K -$15.5K -50 -4%
RA
3048
Riverstone Advisors
Texas
$371K – – –
HP
3049
Hyperion Partners
Pennsylvania
$370K +$38.1K +123 +13%
HPIA
3050
Hamilton Point Investment Advisors
North Carolina
$370K +$4.64K +15 +1%
120 121
122
123 124