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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
3051
Pioneer Wealth Management Group
Texas
$238K – – –
BSAM
3052
Blue Square Asset Management
New York
$238K – – –
NRW
3053
Nova R Wealth
Kansas
$238K +$613 +2 +0.2%
SAM
3054
Synergy Asset Management
Washington
$237K -$17.2K -56 -7%
CC
3055
Centiva Capital
New York
$237K +$247K +804 New
LBC
3056
Lawrence B. Cohen
$237K -$752K -2,453 -75%
AC
3057
Addison Capital
Pennsylvania
$237K +$45.4K +148 +23%
AWS
3058
AJ Wealth Strategies
New York
$236K +$3.07K +10 +1%
FA
3059
Fermata Advisors
California
$236K -$214K -699 -70%
PC
3060
Permanens Capital
New York
$236K – – –
GSC
3061
Grey Street Capital
Illinois
$236K +$245K +800 New
TFGT
3062
TS Financial Group (TSFG)
Illinois
$236K – – –
SWMP
3063
Signature Wealth Management Partners
New Jersey
$236K -$61.3K -200 -20%
SAM
3064
Smithbridge Asset Management
Pennsylvania
$235K -$30.7K -100 -11%
IWP
3065
Innova Wealth Partners
Pennsylvania
$235K – – –
RJTCONH
3066
Raymond James Trust Company of New Hampshire
New Hampshire
$234K -$4.6K -15 -2%
WCWM
3067
Willow Creek Wealth Management
California
$233K +$32.5K +106 +16%
BZWA
3068
Blue Zone Wealth Advisors
California
$232K -$13.2K -43 -5%
EL
3069
Essex LLC
Illinois
$232K – – –
PTC
3070
Petrus Trust Company
Texas
$231K -$22.1K -72 -8%
BWA
3071
BlueSky Wealth Advisors
North Carolina
$231K – – –
PCM
3072
Pointe Capital Management
Michigan
$231K – – –
CP
3073
Capital Planning
Washington
$231K – – –
WW
3074
Waterfront Wealth
Kansas
$231K -$20.5K -67 -8%
WIP
3075
WealthCare Investment Partners
Rhode Island
$231K +$1.23K +4 +0.5%
121 122
123
124 125