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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
3551
Riverwater Partners
Wisconsin
$294K +$2.86K +7 +0.9%
LFS
3552
Legacy Financial Strategies
Kansas
$293K +$8.17K +20 +3%
GPW
3553
Gray Private Wealth
Massachusetts
$293K +$2.04K +5 +0.7%
FWA
3554
FOCUS Wealth Advisors
Texas
$293K -$2.04K -5 -0.7%
PWMG
3555
Pinnacle Wealth Management Group
Michigan
$292K -$61.3K -150 -17%
BCM
3556
Bourgeon Capital Management
Connecticut
$292K -$73.9K -181 -19%
NJIM
3557
Nabity-Jensen Investment Management
Nebraska
$292K – – –
BWM
3558
BKM Wealth Management
Wisconsin
$292K +$817 +2 +0.3%
RDFA
3559
Ritter Daniher Financial Advisory
Ohio
$291K +$24.1K +59 +9%
FIA
3560
FNY Investment Advisers
New York
$291K -$1.55M -3,802 -84%
NBWM
3561
North Berkeley Wealth Management
California
$291K +$306K +748 New
DTC
3562
Davidson Trust Company
Washington
$290K -$32.7K -80 -10%
TWA
3563
Tandem Wealth Advisors
Arizona
$289K +$11.8K +29 +4%
PTC
3564
Philadelphia Trust Company
Pennsylvania
$289K -$83.8K -205 -22%
CFS
3565
CGC Financial Services
Oregon
$289K – – –
CFP
3566
Curran Financial Partners
South Carolina
$287K +$23.7K +58 +9%
TWM
3567
Tanager Wealth Management
United Kingdom
$287K -$48.2K -118 -14%
AC
3568
AWM Capital
Arizona
$287K +$55.2K +135 +22%
OPPS
3569
Obsidian Personal Planning Solutions
Maryland
$287K -$1.23K -3 -0.4%
W
3570
WorthPointe
California
$287K +$4.08K +10 +1%
MWA
3571
Mills Wealth Advisors
Texas
$287K +$25.3K +62 +9%
LFS
3572
Littlejohn Financial Services
Oregon
$287K +$301K +737 New
BMWM
3573
Brown Miller Wealth Management
Virginia
$287K -$31K -76 -9%
SF
3574
Schaeffer Financial
Maryland
$286K – – –
HFS
3575
Hopwood Financial Services
Virginia
$286K +$301K +736 New
141 142
143
144 145