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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
3451
Inlight Wealth Management
Georgia
$324K +$22.8K +70 +8%
FCM
3452
Family Capital Management
Michigan
$324K +$22.8K +70 +8%
PWP
3453
Perfromance Wealth Partners
Illinois
$324K -$2.85M -8,774 -91%
ACC
3454
Acorn Creek Capital
Colorado
$323K -$35.5K -109 -11%
DAS
3455
Daybright Advisory Services
Florida
$323K -$12.4K -38 -4%
BWFA
3456
Baltimore-Washington Financial Advisors
Maryland
$323K -$4.9M -15,070 -94%
OIS
3457
Okabena Investment Services
Minnesota
$322K – – –
BWP
3458
Bernardo Wealth Planning
Pennsylvania
$322K +$38.4K +118 +15%
CCA
3459
Carrera Capital Advisors
Michigan
$322K +$27.3K +84 +10%
CWM
3460
C2C Wealth Management
Arizona
$321K – – –
PPW
3461
Presilium Private Wealth
Pennsylvania
$321K +$1.95K +6 +0.7%
DCBT
3462
Dakota Community Bank & Trust
North Dakota
$320K +$15K +46 +5%
GF
3463
Gimbal Financial
Indiana
$320K +$295K +906 New
CPC
3464
CFC Planning Company
Indiana
$319K +$325 +1 +0.1%
SRC
3465
Shufro Rose & Co
New York
$319K -$237K -730 -45%
EFL
3466
ERn Financial LLC
Wisconsin
$319K +$60.5K +186 +26%
SCP
3467
Stevens Capital Partners
Nebraska
$319K +$68K +209 +30%
CNWM
3468
Clay Northam Wealth Management
California
$319K +$325 +1 +0.1%
WHCI
3469
W.H. Cornerstone Investments
Massachusetts
$319K -$9.76K -30 -3%
TSWM
3470
Triangle Securities Wealth Management
North Carolina
$318K – – –
PAG
3471
Private Advisory Group
Washington
$318K +$83.9K +258 +40%
CPWL
3472
Coquina Private Wealth LLC
Florida
$318K +$651 +2 +0.2%
AAM
3473
AMI Asset Management
California
$317K – – –
SC
3474
Saybrook Capital
North Carolina
$317K – – –
WJS
3475
William John Sempolinski
Massachusetts
$317K – – –
137 138
139
140 141