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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAP
3476
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$302K – – –
SC
3477
Seldon Capital
California
$302K – – –
LSWP
3478
Liberty Square Wealth Partners
Pennsylvania
$302K – – –
PCS
3479
Private Client Services
Kentucky
$301K +$15.6K +40 +5%
HP
3480
Holistic Planning
Texas
$301K +$13.3K +34 +4%
WLIM
3481
White Lighthouse Investment Management
Massachusetts
$300K +$46.4K +119 +17%
SEA
3482
Stegent Equity Advisors
Texas
$299K -$37.8K -97 -11%
LFP
3483
Leeward Financial Partners
Washington
$299K +$43.6K +112 +16%
PIS
3484
POM Investment Strategies
North Carolina
$299K -$507K -1,302 -62%
CCM
3485
Cohen Capital Management
California
$298K – – –
CPC
3486
CFC Planning Company
Indiana
$297K – – –
SR
3487
Syntax Research
Florida
$297K -$2.73K -7 -0.9%
BFW
3488
Brady Family Wealth
Missouri
$297K -$3.9K -10 -1%
LWIC
3489
Leith Wheeler Investment Counsel
British Columbia, Canada
$296K +$315K +808 New
PGIM
3490
Pacific Global Investment Management
California
$295K -$32.7K -84 -9%
BSAM
3491
Blue Square Asset Management
New York
$295K – – –
DP
3492
DDD Partners
Washington
$295K +$314K +805 New
1CP
3493
17 Capital Partners
Arizona
$295K +$5.85K +15 +2%
LIA
3494
Lynx Investment Advisory
District of Columbia
$294K +$1.17K +3 +0.4%
EWA
3495
Evolution Wealth Advisors
Florida
$294K +$313K +803 New
BFA
3496
Brown Financial Advisory
Alabama
$294K +$313K +803 New
ITFISA
3497
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$293K – – –
OIC
3498
Orion Investment Company
Missouri
$293K – – –
OGC
3499
One68 Global Capital
New York
$293K +$312K +800 New
WWA
3500
Wealth Watch Advisors
Colorado
$293K +$65.5K +168 +14%
138 139
140
141 142