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Name Holding Trade Value Shares
Change 		Change in
Stake
LSWP
3451
Liberty Square Wealth Partners
Pennsylvania
$337K +$337K +824 New
TC
3452
Trust Company
Kansas
$337K -$25.3K -62 -7%
OWMIAS
3453
One Wealth Management Investment & Advisory Services
Florida
$337K +$37.6K +92 +12%
AIA
3454
Armor Investment Advisors
North Carolina
$336K +$47.8K +117 +16%
LCGC
3455
Legacy Capital Group California
California
$335K -$136K -334 -28%
TPW
3456
Tiller Private Wealth
Pennsylvania
$335K – – –
PAG
3457
Paladin Advisory Group
Iowa
$335K – – –
NCM
3458
Northwest Capital Management
Oregon
$334K -$53.1K -130 -13%
FPW
3459
Flywheel Private Wealth
California
$334K +$351K +859 New
EHAM
3460
Eagle Harbor Asset Management
Washington
$334K – – –
LRWA
3461
Long Run Wealth Advisors
New York
$333K -$24.9K -61 -7%
BDL
3462
Bey-Douglas LLC
Georgia
$333K – – –
CWM
3463
C2C Wealth Management
Arizona
$333K – – –
WCP
3464
Welch Capital Partners
New York
$332K – – –
WG
3465
Watchman Group
Texas
$332K -$6.13K -15 -2%
JPLA
3466
Joseph P. Lucia & Associates
New York
$332K +$79.3K +194 +29%
FI
3467
Financial Insights
Washington
$331K -$414K -1,014 -54%
SF
3468
Safeguard Financial
Wisconsin
$331K -$101K -248 -23%
CFSG
3469
Clark Financial Services Group
Missouri
$331K +$11K +27 +3%
JFG
3470
JMG Financial Group
Illinois
$331K – – –
SFG
3471
Sterling Financial Group
California
$330K – – –
NEWAS
3472
N.E.W. Advisory Services
Wisconsin
$329K +$1.63K +4 +0.5%
WC
3473
Wynn Capital
Georgia
$329K +$35.5K +87 +11%
KMC
3474
Kirr Marbach & Co
Indiana
$328K – – –
RVM
3475
Robinson Value Management
Texas
$328K – – –
137 138
139
140 141