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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1801
L & S Advisors
California
$596K -$13.4K -330 -3%
SP
1802
Successful Portfolios
Florida
$595K -$12.5K -308 -3%
TIA
1803
Traphagen Investment Advisors
New Jersey
$595K +$4.83K +119 +1%
WIM
1804
Westside Investment Management
California
$594K -$16.2K -400 -3%
AWAP
1805
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$592K -$3.01K -74 -0.6%
HCS
1806
Himension Capital (Singapore)
Singapore
$590K -$667K -16,430 -58%
SAI
1807
Savvy Advisors Inc
New York
$590K +$477K +11,750 New
NB
1808
Nicolet Bankshares
Wisconsin
$588K -$22.3K -550 -4%
CWA
1809
Consilium Wealth Advisory
Texas
$587K +$474K +11,677 New
KFSC
1810
Keystone Financial Services (Colorado)
Colorado
$586K +$474K +11,665 New
VI
1811
VanderPol Investments
Michigan
$586K +$474K +11,665 New
MSA
1812
Marino Stram & Associates
Massachusetts
$583K +$1.38K +34 +0.3%
CWM
1813
Chemistry Wealth Management
New York
$583K +$16.2K +400 +4%
WMA
1814
Wealth Management Associates
New Jersey
$583K -$4.31K -106 -0.9%
GP
1815
Girard Partners
Pennsylvania
$580K +$141K +3,474 +43%
BW
1816
Bison Wealth
Georgia
$579K -$18.5K -456 -4%
DA
1817
Dover Advisors
Virginia
$579K -$133K -3,270 -22%
OWA
1818
Opal Wealth Advisors
New York
$578K +$2.48K +61 +0.5%
CCG
1819
Ceeto Capital Group
Florida
$578K +$467K +11,500 New
NPT
1820
Nixon Peabody Trust
Massachusetts
$577K +$466K +11,478 New
BIP
1821
Blueprint Investment Partners
North Carolina
$577K +$20.3K +499 +5%
MPCL
1822
My Personal CFO LLC
Washington
$576K -$365K -8,974 -44%
EFSCE
1823
Enterprise Financial Services Corp (EFSC)
Missouri
$576K +$10.2K +251 +2%
BWP
1824
Baldwin Wealth Partners
Massachusetts
$573K -$42.7K -1,050 -8%
GDP
1825
Great Diamond Partners
Maine
$573K +$153K +3,773 +50%
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