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Name Holding Trade Value Shares
Change 		Change in
Stake
B
3126
Birchbrook
Maine
$254K – – –
WMA
3127
William Mack & Associates
Michigan
$254K +$247K +3,124 New
BFWM
3128
Bright Futures Wealth Management
New York
$254K -$4.58K -58 -2%
AWA
3129
Asempa Wealth Advisors
Louisiana
$253K – – –
WAM
3130
Wallington Asset Management
Indiana
$253K – – –
MA
3131
MKT Advisors
California
$253K -$12.1K -153 -5%
SB
3132
Semitam Bonam
New York
$252K +$790 +10 +0.3%
MGWA
3133
Monument Group Wealth Advisors
Massachusetts
$252K +$15.1K +191 +7%
LWPC
3134
Legacy Wealth Partners (Colorado)
Colorado
$252K -$20.9K -264 -8%
MC
3135
Mirabaud & Cie
Switzerland
$251K -$18.2K -230 -7%
LI
3136
LifeWealth Investments
Florida
$251K +$17.1K +216 +8%
EIM
3137
Ervin Investment Management
Washington
$251K – – –
PI
3138
Pettee Investors
Connecticut
$250K – – –
KWS
3139
Keystone Wealth Services
California
$250K +$5.29K +67 +2%
WW
3140
Westshore Wealth
California
$250K +$17.5K +221 +8%
CC
3141
Corsicana & Co
Texas
$250K +$45K +570 +23%
DHC
3142
Drum Hill Capital
Connecticut
$249K – – –
IDA
3143
Intelligence Driven Advisers
California
$249K +$242K +3,068 New
SAM
3144
Stembrook Asset Management
New Jersey
$249K – – –
FWM
3145
Forteris Wealth Management
New York
$248K – – –
WAS
3146
Wealth Advisory Solutions
Indiana
$248K – – –
PWP
3147
Private Wealth Partners
California
$248K – – –
PW
3148
PUREfi Wealth
Massachusetts
$246K +$26.7K +338 +13%
FWP
3149
Flatrock Wealth Partners
California
$246K -$30.2K -382 -11%
TIA
3150
TCFG Investment Advisors
California
$246K +$8.06K +102 +3%
124 125
126
127 128