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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3501
C2C Wealth Management
Arizona
$299K +$74.7K +205 +29%
NWM
3502
Navigate Wealth Management
Alabama
$299K +$317K +869 New
WMA
3503
William Mack & Associates
Michigan
$298K – – –
BWMG
3504
Barnes Wealth Management Group
California
$298K +$16.8K +46 +5%
CPC
3505
CFC Planning Company
Indiana
$297K +$43.7K +120 +15%
CNWM
3506
Clay Northam Wealth Management
California
$297K – – –
TSWM
3507
Triangle Securities Wealth Management
North Carolina
$297K -$16K -44 -5%
PPW
3508
Presilium Private Wealth
Pennsylvania
$297K +$4.74K +13 +1%
MBI
3509
May Barnhard Investments
Maryland
$297K -$36.4K -100 -10%
AAM
3510
AMI Asset Management
California
$296K -$911K -2,499 -74%
MR
3511
Munich Reinsurance
$296K -$161K -441 -33%
SC
3512
Saybrook Capital
North Carolina
$296K – – –
WJS
3513
William John Sempolinski
Massachusetts
$296K +$2.55K +7 +0.8%
SL
3514
Salomon & Ludwin
Virginia
$296K -$106K -291 -24%
CPWL
3515
Coquina Private Wealth LLC
Florida
$296K – – –
GSWM
3516
Greenup Street Wealth Management
Michigan
$295K +$14.2K +39 +5%
LWPC
3517
Legacy Wealth Partners (Colorado)
Colorado
$295K -$8.38K -23 -3%
PWM
3518
Peck Wealth Management
New York
$295K -$72.9K -200 -18%
RIS
3519
Retirement Income Solutions
Michigan
$295K -$4.01K -11 -1%
NA
3520
Nautilus Advisors
California
$295K -$27.7K -76 -8%
IA
3521
Invested Advisors
Pennsylvania
$295K -$14.9K -41 -4%
BW
3522
BXM Wealth
Colorado
$294K -$1.88M -5,158 -85%
B
3523
Bellecapital
Switzerland
$294K -$376K -1,031 -54%
FCG
3524
Fielder Capital Group
Tennessee
$293K -$9.47K -26 -3%
EA
3525
Echo45 Advisors
California
$293K -$364 -1 -0.1%
139 140
141
142 143