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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3051
Focused Wealth Management
New York
$239K +$3.07K +10 +1%
LI
3052
LVZ Inc
Michigan
$239K – – –
BWA
3053
Beam Wealth Advisors
Louisiana
$239K -$21.8K -71 -8%
PWMG
3054
Pioneer Wealth Management Group
Texas
$238K – – –
BSAM
3055
Blue Square Asset Management
New York
$238K – – –
NRW
3056
Nova R Wealth
Kansas
$238K +$613 +2 +0.2%
SAM
3057
Synergy Asset Management
Washington
$237K -$17.2K -56 -7%
CC
3058
Centiva Capital
New York
$237K +$247K +804 New
LBC
3059
Lawrence B. Cohen
$237K -$752K -2,453 -75%
AC
3060
Addison Capital
Pennsylvania
$237K +$45.4K +148 +23%
AWS
3061
AJ Wealth Strategies
New York
$236K +$3.07K +10 +1%
FA
3062
Fermata Advisors
California
$236K -$214K -699 -70%
PC
3063
Permanens Capital
New York
$236K – – –
GSC
3064
Grey Street Capital
Illinois
$236K +$245K +800 New
TFGT
3065
TS Financial Group (TSFG)
Illinois
$236K – – –
SWMP
3066
Signature Wealth Management Partners
New Jersey
$236K -$61.3K -200 -20%
SAM
3067
Smithbridge Asset Management
Pennsylvania
$235K -$30.7K -100 -11%
IWP
3068
Innova Wealth Partners
Pennsylvania
$235K – – –
RJTCONH
3069
Raymond James Trust Company of New Hampshire
New Hampshire
$234K -$4.6K -15 -2%
WCWM
3070
Willow Creek Wealth Management
California
$233K +$32.5K +106 +16%
BZWA
3071
Blue Zone Wealth Advisors
California
$232K -$13.2K -43 -5%
EL
3072
Essex LLC
Illinois
$232K – – –
PTC
3073
Petrus Trust Company
Texas
$231K -$22.1K -72 -8%
BWA
3074
BlueSky Wealth Advisors
North Carolina
$231K – – –
PCM
3075
Pointe Capital Management
Michigan
$231K – – –
121 122
123
124 125