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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
3301
Evergreen Wealth Partners
Montana
$372K +$1.46K +4 +0.4%
LSA
3302
L & S Advisors
California
$371K -$1.53M -4,196 -79%
CPIA
3303
Cornell Pochily Investment Advisors
New York
$370K – – –
JBA
3304
Johnson Bixby & Associates
Washington
$369K – – –
GCM
3305
Gunpowder Capital Management
Maryland
$368K -$37.9K -104 -9%
SFS
3306
Sharp Financial Services
Pennsylvania
$367K -$181K -498 -31%
CH
3307
Canton Hathaway
Rhode Island
$367K – – –
PAG
3308
Powers Advisory Group
Illinois
$366K +$12K +33 +3%
PGWM
3309
Pitti Group Wealth Management
New York
$366K +$6.92K +19 +2%
VCP
3310
Vista Capital Partners
Oregon
$366K +$142K +389 +54%
HPIA
3311
Hamilton Point Investment Advisors
North Carolina
$366K -$5.1K -14 -1%
EWA
3312
Emergent Wealth Advisors
New York
$366K +$35K +96 +9%
CFGA
3313
Cambridge Financial Group (Arizona)
Arizona
$364K -$40.5K -111 -9%
FAG
3314
Financial Architects (Georgia)
Georgia
$362K -$87.5K -240 -18%
GWWM
3315
Great Waters Wealth Management
Minnesota
$362K – – –
AR
3316
Apeiron RIA
Texas
$362K -$3.64K -10 -0.9%
CA
3317
CSM Advisors
Pennsylvania
$362K +$10.9K +30 +3%
BLAM
3318
Bourne Lent Asset Management
New York
$362K -$14.6K -40 -4%
MWAM
3319
Manhattan West Asset Management
California
$362K -$8.02K -22 -2%
CAM
3320
Cacti Asset Management
Georgia
$362K – – –
FCC
3321
Flower City Capital
New York
$362K – – –
GWM
3322
Glass Wealth Management
Texas
$361K – – –
RRWA
3323
Rainey & Randall Wealth Advisors
Florida
$361K +$2.92K +8 +0.7%
DAS
3324
Diversify Advisory Services
Utah
$361K -$4.7M -12,899 -92%
TWM
3325
Tripletail Wealth Management
Florida
$361K +$1.09K +3 +0.3%
131 132
133
134 135