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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
3176
Presilium Private Wealth
Pennsylvania
$372K -$41.9K -115 -11%
MWM
3177
Mascoma Wealth Management
New Hampshire
$372K – – –
LRWA
3178
Long Run Wealth Advisors
New York
$372K -$7.29K -20 -2%
GCA
3179
Greenwood Capital Associates
South Carolina
$372K -$5.11K -14 -2%
WI
3180
Wintrust Investments
Illinois
$369K -$2.81M -7,708 -89%
RIS
3181
Retirement Income Solutions
Michigan
$369K – – –
IWS
3182
Integrity Wealth Solutions
Colorado
$368K -$59.5K -163 -15%
FA
3183
Fountainhead AM
New Jersey
$368K -$11.3K -31 -3%
LAM
3184
Lifestyle Asset Management
Texas
$368K -$6.93K -19 -2%
OIS
3185
Okabena Investment Services
Minnesota
$365K -$1.09K -3 -0.3%
TFA
3186
Tobias Financial Advisors
Florida
$365K -$2.92K -8 -0.9%
PWMG
3187
Pinnacle Wealth Management Group
Michigan
$365K – – –
PCMK
3188
Paragon Capital Management (Kansas)
Kansas
$365K +$22.6K +62 +7%
HP
3189
Hyperion Partners
Pennsylvania
$365K -$16K -44 -5%
HWM
3190
Hohimer Wealth Management
Washington
$365K +$46.7K +128 +17%
SC
3191
Saybrook Capital
North Carolina
$365K – – –
JHP
3192
James Hambro & Partners
United Kingdom
$364K – – –
EA
3193
Echo45 Advisors
California
$364K -$13.9K -38 -4%
CFGA
3194
Cambridge Financial Group (Arizona)
Arizona
$364K -$7.29K -20 -2%
FL
3195
Fort LP
Maryland
$363K -$6.2K -17 -2%
AFM
3196
Armstrong Fleming & Moore
District of Columbia
$363K -$45.2K -124 -12%
AC
3197
Allstate Corporation
Illinois
$359K -$906K -2,483 -74%
EWP
3198
Elevation Wealth Partners
California
$359K – – –
EL
3199
Essex LLC
Illinois
$357K -$3.65K -10 -1%
SLG
3200
Stanley-Laman Group
Pennsylvania
$357K – – –
126 127
128
129 130