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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
3226
Legacy Wealth Management (Mississippi)
Mississippi
$404K +$2.93K +9 +0.8%
LWA
3227
Legacy Wealth Advisors
Florida
$403K +$63.4K +195 +21%
CP
3228
Clarendon Private
Massachusetts
$403K -$48.8K -150 -12%
GC
3229
Gibson Capital
Pennsylvania
$402K -$3.58K -11 -1%
AA
3230
Addison Advisors
Vermont
$401K -$1.1M -3,396 -75%
OBWA
3231
Oak Barrel Wealth Advisory
Virginia
$401K +$370K +1,136 New
YWM
3232
Yukon Wealth Management
Kansas
$400K +$35.1K +108 +11%
AWM
3233
Able Wealth Management
New Jersey
$399K +$121K +372 +49%
RWFS
3234
Rayburn West Financial Services
Tennessee
$399K – – –
PWP
3235
Parkwoods Wealth Partners
New York
$399K +$368K +1,132 New
APWA
3236
Atlas Private Wealth Advisors
New Jersey
$399K -$61.5K -189 -14%
NECFA
3237
New England Capital Financial Advisors
Connecticut
$398K -$9.43K -29 -3%
LFWA
3238
LiftPoint Family Wealth Advisors
New Jersey
$398K +$367K +1,128 New
APW
3239
Allied Private Wealth
Florida
$398K +$385K +1,183 New
GWM
3240
Glass Wealth Management
Texas
$397K +$9.11K +28 +3%
EWP
3241
Evergreen Wealth Partners
Montana
$397K -$1.3K -4 -0.4%
SEP
3242
Signature Equity Partners
Ohio
$397K -$61.8K -190 -14%
WFAG
3243
Wescott Financial Advisory Group
Pennsylvania
$397K +$37.1K +114 +11%
AWA
3244
Argos Wealth Advisors
California
$397K +$17.9K +55 +5%
RFG
3245
REAP Financial Group
Texas
$397K -$7.48K -23 -2%
RP
3246
Riverwater Partners
Wisconsin
$396K +$83.9K +258 +30%
JBA
3247
Johnson Bixby & Associates
Washington
$395K – – –
DI
3248
Disciplined Investors
Texas
$395K -$23.7K -73 -6%
SFS
3249
Summit Financial Strategies
Ohio
$395K -$23.4K -72 -6%
SWM
3250
SilverOak Wealth Management
Minnesota
$395K +$97.6K +300 +37%
128 129
130
131 132