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Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
3376
Joseph P. Lucia & Associates
New York
$379K +$39.7K +101 +12%
AAM
3377
Austin Asset Management
Texas
$379K – – –
RP
3378
Riverwater Partners
Wisconsin
$379K -$2.36K -6 -0.6%
KCP
3379
Kera Capital Partners
California
$377K +$41.3K +105 +13%
WW
3380
Waterfront Wealth
Kansas
$377K +$20.1K +51 +6%
NC
3381
NewSquare Capital
Pennsylvania
$377K +$155K +393 +73%
ORC
3382
O'Rourke & Company
Massachusetts
$376K +$393 +1 +0.1%
WCM
3383
Warburton Capital Management
Oklahoma
$376K +$18.9K +48 +5%
WMA
3384
William Mack & Associates
Michigan
$376K -$24.8K -63 -6%
IA
3385
Invested Advisors
Pennsylvania
$375K +$381K +968 New
SP
3386
Saranac Partners
$374K +$9.83K +25 +3%
MFC
3387
Morris Financial Concepts
South Carolina
$374K – – –
RFG
3388
REAP Financial Group
Texas
$373K +$35.4K +90 +11%
EA
3389
Echo45 Advisors
California
$373K -$7.08K -18 -2%
IWS
3390
Integrity Wealth Solutions
Colorado
$372K -$71.6K -182 -17%
PPWM
3391
PFG Private Wealth Management
Florida
$372K +$361K +919 New
FAG
3392
Fortitude Advisory Group
Washington
$372K +$60.9K +155 +20%
SCA
3393
Stuart Chaussee & Associates
California
$372K – – –
MIOT
3394
Massachusetts Institute of Technology
Massachusetts
$371K +$360K +915 New
BOSSRA
3395
B.O.S.S. Retirement Advisors
Utah
$370K -$36.6K -93 -9%
HFS
3396
Hughes Financial Services
Virginia
$370K +$2.75K +7 +0.7%
PMA
3397
Prudent Man Advisors
Illinois
$370K -$264K -671 -42%
TSWM
3398
Triangle Securities Wealth Management
North Carolina
$369K +$17.3K +44 +5%
WG
3399
Warner Group
Connecticut
$369K +$358K +911 New
SNWA
3400
Siligmueller & Norvid Wealth Advisors
Illinois
$369K +$358K +910 New
134 135
136
137 138