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Name Holding Trade Value Shares
Change 		Change in
Stake
YWS
3001
Yarger Wealth Strategies
Ohio
$239K +$7.04K +101 +3%
CAM
3002
Clark Asset Management
New Hampshire
$239K -$39.9K -572 -14%
LWA
3003
Legacy Wealth Advisors
Florida
$239K +$238K +3,417 New
SAM
3004
Sherman Asset Management
California
$239K +$70 +1 +0%
FA
3005
Fountainhead AM
New Jersey
$239K -$231K -3,307 -49%
AWP
3006
Axis Wealth Partners
Rhode Island
$239K +$238K +3,413 New
MGWA
3007
Monument Group Wealth Advisors
Massachusetts
$239K +$238K +3,411 New
MWA
3008
Motive Wealth Advisors
Michigan
$238K +$27.3K +392 +13%
EP
3009
Ehrenkranz Partners
New York
$238K +$14.4K +207 +6%
JWM
3010
Jessup Wealth Management
Ohio
$238K +$3.21K +46 +1%
BCMLT
3011
Beacon Capital Management LLC (Tennessee)
Tennessee
$238K +$19.6K +281 +9%
WMA
3012
William Mack & Associates
Michigan
$238K +$1.25K +18 +0.5%
CJ
3013
Caitlin John
Michigan
$238K -$902K -12,945 -79%
EIA
3014
Eldridge Investment Advisors
New Hampshire
$238K – – –
CM
3015
Castleark Management
Illinois
$237K – – –
ERWM
3016
E&R Wealth Management
South Carolina
$237K +$236K +3,392 New
PF
3017
Prosperitas Financial
California
$237K +$6.13K +88 +3%
ACM
3018
Andina Capital Management
Utah
$237K +$15.8K +226 +7%
I2I
3019
Insight 2811 Inc
Illinois
$237K -$13.9K -200 -6%
LWPC
3020
Legacy Wealth Partners (Colorado)
Colorado
$236K +$236K +3,380 New
CH
3021
Canton Hathaway
Rhode Island
$236K -$4.18K -60 -2%
TWM
3022
TriaGen Wealth Management
California
$235K -$418 -6 -0.2%
CFS
3023
Compass Financial Services
Iowa
$235K +$1.81K +26 +0.8%
BSTWA
3024
Blake Schutter Theil Wealth Advisors
Ohio
$235K +$16.3K +234 +7%
PBO
3025
Peoples Bank (Ohio)
Ohio
$235K +$5.09K +73 +2%
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