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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
3376
Stablepoint Partners
Massachusetts
$348K -$7.01K -18 -2%
IWA
3377
Inspirion Wealth Advisors
Illinois
$348K – – –
CP
3378
Capital Planning
Washington
$347K -$49.1K -126 -12%
TWM
3379
Tanager Wealth Management
United Kingdom
$346K +$80.7K +207 +28%
CNWM
3380
Clay Northam Wealth Management
California
$345K +$26.1K +67 +8%
UWP
3381
Uniting Wealth Partners
Kansas
$345K -$2.34K -6 -0.6%
PSF
3382
Pacific Sun Financial
California
$344K -$7.01K -18 -2%
SC
3383
Stephens Consulting
Michigan
$344K +$43.6K +112 +14%
CTWM
3384
Cherry Tree Wealth Management
Minnesota
$343K – – –
PCM
3385
Poehling Capital Management
Wisconsin
$343K -$1.56K -4 -0.4%
MS
3386
Madden Securities
Texas
$343K – – –
RMC
3387
Ring Mountain Capital
California
$343K +$21K +54 +6%
CCM
3388
Chickasaw Capital Management
Tennessee
$342K -$3.9K -10 -1%
TSWM
3389
Triangle Securities Wealth Management
North Carolina
$342K – – –
VPP
3390
Vertex Planning Partners
Illinois
$342K +$779 +2 +0.2%
EA
3391
Echo45 Advisors
California
$341K +$7.79K +20 +2%
FA
3392
FDx Advisors
Illinois
$341K -$66.6K -171 -16%
WCWM
3393
Willow Creek Wealth Management
California
$341K +$390 +1 +0.1%
MWM
3394
Mascoma Wealth Management
New Hampshire
$341K -$10.5K -27 -3%
LWMM
3395
Legacy Wealth Management (Mississippi)
Mississippi
$340K -$151K -387 -29%
ORC
3396
O'Rourke & Company
Massachusetts
$339K +$15.6K +40 +5%
AFM
3397
Aspetuck Financial Management
Connecticut
$339K -$9.74K -25 -3%
LCGC
3398
Legacy Capital Group California
California
$339K +$24.2K +62 +7%
NJIM
3399
Nabity-Jensen Investment Management
Nebraska
$338K +$66.6K +171 +23%
AIA
3400
Armor Investment Advisors
North Carolina
$336K +$20.3K +52 +6%
134 135
136
137 138