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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2776
Alta Wealth Advisors
Massachusetts
$256K +$27.9K +61 +13%
FA
2777
Fountainhead AM
New Jersey
$255K -$11.9K -26 -5%
ACC
2778
Acorn Creek Capital
Colorado
$255K +$14.6K +32 +6%
CP
2779
Coho Partners
Pennsylvania
$254K -$68.6K -150 -22%
RB
2780
Rodgers Brothers
Pennsylvania
$253K – – –
AI
2781
Accredited Investors
Minnesota
$253K +$17.8K +39 +8%
HGERS
2782
Householder Group Estate & Retirement Specialist
Arizona
$253K +$457 +1 +0.2%
VR
2783
Valued Retirements
Texas
$253K – – –
BBA
2784
Braun-Bostich & Associates
Pennsylvania
$252K +$11.4K +25 +5%
CAGAS
2785
Capital Advisory Group Advisory Services
Minnesota
$252K – – –
CFAM
2786
Center For Asset Management
Florida
$252K +$5.49K +12 +2%
LPAM
2787
Lodestar Private Asset Management
California
$251K – – –
BONH
2788
Bank of New Hampshire
New Hampshire
$250K – – –
TCG
2789
Transcendent Capital Group
Oklahoma
$250K +$41.6K +91 +21%
FBB
2790
Fulton Breakefield Broenniman
Maryland
$250K -$42.5K -93 -15%
GSIS
2791
Global Strategic Investment Solutions
Arizona
$250K -$21K -46 -8%
LL
2792
LPWM LLC
Minnesota
$250K – – –
CWM
2793
Cahaba Wealth Management
Georgia
$249K – – –
MLA
2794
MB, Levis & Associates
Pennsylvania
$249K – – –
FPGK
2795
Financial Partners Group (Kansas)
Kansas
$248K – – –
WB
2796
West Bancorporation
Iowa
$247K -$11.4K -25 -5%
BCAM
2797
Boston Common Asset Management
Massachusetts
$247K – – –
1WM
2798
1900 Wealth Management
Texas
$247K -$156K -342 -40%
PWP
2799
Precedent Wealth Partners
Texas
$246K +$14.2K +31 +6%
KI
2800
Kapitalo Investimentos
Brazil
$245K -$1.74M -3,811 -88%
110 111
112
113 114