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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2851
Lowe Wealth Advisors
Maryland
$215K – – –
PK
2852
Pflug Koory
Nebraska
$215K -$11.1K -50 -5%
AF
2853
AtlasMark Financial
Texas
$215K – – –
CIS
2854
Connors Investor Services
Pennsylvania
$215K – – –
EWM
2855
Evermay Wealth Management
Virginia
$215K – – –
TC
2856
Trilogy Capital
California
$214K +$12.2K +55 +6%
LEA
2857
Legacy Edge Advisors
New York
$214K -$26.3K -118 -11%
PFA
2858
Pathway Financial Advisors
Vermont
$214K +$217K +973 New
TWA
2859
Talisman Wealth Advisors
New Jersey
$214K – – –
S
2860
Sunpointe
Missouri
$213K -$16.3K -73 -7%
PD
2861
Planning Directions
Pennsylvania
$213K +$1.34K +6 +0.6%
KA
2862
Kozak & Associates
Colorado
$213K +$1.34K +6 +0.6%
GCM
2863
Gallacher Capital Management
Colorado
$213K -$71.5K -321 -25%
GWM
2864
Greenhouse Wealth Management
Connecticut
$213K +$216K +969 New
FFL
2865
Financial Freedom LLC
Ohio
$212K +$1.34K +6 +0.6%
RMC
2866
Ring Mountain Capital
California
$211K +$214K +959 New
CSPIA
2867
Cary Street Partners Investment Advisory
Virginia
$211K -$6.33M -28,408 -97%
RCG
2868
Regatta Capital Group
California
$210K -$1.78K -8 -0.8%
FFG
2869
First Financial Group
North Carolina
$210K +$213K +955 New
YDMI
2870
Y.D. More Investments
Israel
$209K +$668 +3 +0.3%
TCM
2871
Tradewinds Capital Management
Washington
$209K +$190K +853 +853%
NI
2872
NCP Inc
California
$209K -$22.3K -100 -10%
CIA
2873
Cascade Investment Advisors
Oregon
$209K – – –
LK
2874
Lumbard & Kellner
New Hampshire
$209K – – –
BH
2875
Burk Holdings
Oklahoma
$209K +$212K +950 New
113 114
115
116 117