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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3401
Saybrook Capital
North Carolina
$330K – – –
SP
3402
Saranac Partners
$329K +$79.6K +220 +32%
VPP
3403
Vertex Planning Partners
Illinois
$329K -$13.4K -37 -4%
BI
3404
Berkeley Inc
Idaho
$328K -$80K -221 -20%
TSS
3405
Thomas Story & Son
Indiana
$327K -$9.05K -25 -3%
EFL
3406
ERn Financial LLC
Wisconsin
$326K -$791K -2,186 -71%
BMM
3407
Berkshire Money Management
Massachusetts
$326K -$101K -279 -24%
NJIM
3408
Nabity-Jensen Investment Management
Nebraska
$326K -$11.6K -32 -3%
AA
3409
Alesco Advisors
New York
$326K -$28.2K -78 -8%
BWMG
3410
Barnes Wealth Management Group
California
$325K +$5.79K +16 +2%
HNW
3411
High Note Wealth
Minnesota
$325K -$5.07K -14 -2%
ODIJL
3412
One Day In July LLC
Vermont
$324K +$43.4K +120 +16%
AFM
3413
Armstrong Fleming & Moore
District of Columbia
$324K +$320K +884 New
LIA
3414
LifePlan Investment Advisors
North Carolina
$323K -$6.88K -19 -2%
TPWA
3415
Twin Peaks Wealth Advisors
California
$323K +$49.6K +137 +20%
SO
3416
Sierra Ocean
California
$322K +$10.1K +28 +3%
NA
3417
Note Advisors
New York
$322K – – –
SC
3418
Stephenson & Company
California
$321K +$10.5K +29 +3%
LWMM
3419
Legacy Wealth Management (Mississippi)
Mississippi
$320K -$20.3K -56 -6%
TC
3420
Trust Company
Kansas
$320K -$14.5K -40 -4%
OPTFSNA
3421
Old Point Trust & Financial Services N A
Virginia
$319K -$7.24K -20 -2%
CWM
3422
Castle Wealth Management
Florida
$319K -$6.15K -17 -2%
TSWM
3423
Triangle Securities Wealth Management
North Carolina
$318K -$23.5K -65 -7%
EWA
3424
Emergent Wealth Advisors
New York
$318K +$296K +818 New
CWA
3425
Consilium Wealth Advisory
Texas
$316K -$221K -611 -41%
135 136
137
138 139