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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
3426
Elevation Wealth Partners
California
$349K +$4.9K +12 +1%
AFM
3427
Armstrong Fleming & Moore
District of Columbia
$349K +$817 +2 +0.2%
WW
3428
Waterfront Wealth
Kansas
$347K +$4.49K +11 +1%
IWM
3429
Inlight Wealth Management
Georgia
$347K +$364K +892 New
OPTFSNA
3430
Old Point Trust & Financial Services N A
Virginia
$347K -$52.3K -128 -13%
PGIM
3431
Pacific Global Investment Management
California
$346K -$8.44M -20,670 -96%
CFGA
3432
Cambridge Financial Group (Arizona)
Arizona
$346K -$3.27K -8 -0.9%
AI
3433
Auour Investments
Massachusetts
$346K – – –
ORC
3434
O'Rourke & Company
Massachusetts
$345K -$55.2K -135 -13%
WAM
3435
Worth Asset Management
Texas
$345K +$5.31K +13 +1%
EL
3436
Essex LLC
Illinois
$344K +$409 +1 +0.1%
CAM
3437
Close Asset Management
United Kingdom
$343K – – –
RMC
3438
Ring Mountain Capital
California
$343K +$360K +881 New
LA
3439
Lane & Associates
New Jersey
$342K – – –
DWP
3440
Destiny Wealth Partners
Florida
$342K +$8.17K +20 +2%
BBPWM
3441
Blue Bell Private Wealth Management
Pennsylvania
$342K +$1.63K +4 +0.5%
NA
3442
Note Advisors
New York
$342K +$359K +878 New
CNWM
3443
Clay Northam Wealth Management
California
$340K +$4.08K +10 +1%
CWM
3444
Compass Wealth Management
Connecticut
$340K – – –
BDFN
3445
Bond & Devick Financial Network
Minnesota
$340K – – –
CC
3446
Commons Capital
Massachusetts
$339K +$1.63K +4 +0.5%
REMPR
3447
Roof Eidam Maycock Peralta (REMP)
California
$338K +$409 +1 +0.1%
GAA
3448
Global Assets Advisory
Florida
$338K +$9.8K +24 +3%
MC
3449
Machina Capital
France
$338K -$954K -2,336 -73%
OCM
3450
Objective Capital Management
Ohio
$338K -$154K -377 -30%
136 137
138
139 140