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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
3176
Southern Capital Advisors
Tennessee
$448K +$1.1K +3 +0.2%
WWA
3177
Wisconsin Wealth Advisors
Wisconsin
$448K -$664K -1,812 -58%
CASB
3178
Cape Ann Savings Bank
Massachusetts
$448K -$9.89K -27 -2%
PIA
3179
Prakash Investment Advisors
Massachusetts
$447K – – –
CWG
3180
Crown Wealth Group
North Carolina
$447K -$74.7K -204 -14%
LAS
3181
LWM Advisory Services
Florida
$447K +$8.79K +24 +2%
WCM
3182
WealthBridge Capital Management
Ohio
$447K -$1.1K -3 -0.2%
CP
3183
Creekside Partners
California
$446K +$1.83K +5 +0.4%
SEP
3184
Signature Equity Partners
Ohio
$446K +$474K +1,295 New
HA
3185
Helium Advisors
Washington
$446K -$80.2K -219 -14%
AFW
3186
Avantra Family Wealth
Pennsylvania
$445K -$26.4K -72 -5%
CWA
3187
Clarity Wealth Advisors
California
$444K +$60.4K +165 +15%
CCA
3188
Conservest Capital Advisors
Pennsylvania
$443K -$5.49K -15 -1%
SAM
3189
Smithbridge Asset Management
Pennsylvania
$443K +$236K +644 +100%
MCP
3190
Mirador Capital Partners
California
$443K – – –
SW
3191
Solidarity Wealth
Utah
$443K -$21.2K -58 -4%
APM
3192
a16z Perennial Management
California
$443K -$1.83K -5 -0.4%
GSF
3193
Grove Street Fiduciary
New Hampshire
$443K – – –
VFP
3194
Verus Financial Partners
Virginia
$442K +$54.9K +150 +15%
IPWA
3195
International Private Wealth Advisors
California
$442K -$2.93K -8 -0.6%
ARC
3196
Advisor Resource Council
Texas
$440K +$436K +1,191 New
FWM
3197
Focused Wealth Management
New York
$440K +$44.7K +122 +11%
MAFA
3198
MJT & Associates Financial Advisory
Minnesota
$440K – – –
LWM
3199
Lakeridge Wealth Management
Ohio
$439K -$22K -60 -4%
RAM
3200
Reflection Asset Management
South Carolina
$439K +$467K +1,275 New
126 127
128
129 130