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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2826
Capital Performance Advisors
California
$342K -$22.8K -44 -6%
CA
2827
CSM Advisors
Pennsylvania
$342K +$83.3K +161 +33%
EW
2828
Elyxium Wealth
California
$342K -$638K -1,233 -66%
AT
2829
Arlington Trust
Alabama
$341K +$16K +31 +5%
TFA
2830
Tranquilli Financial Advisor
New Jersey
$340K -$13.5K -26 -4%
GSIAS
2831
Garden State Investment Advisory Services
New Jersey
$340K -$5.18K -10 -2%
LWP
2832
LeClair Wealth Partners
Ohio
$339K +$333K +643 New
WCP
2833
Wealthcare Capital Partners
Pennsylvania
$338K +$332K +642 New
LGW
2834
Leslie Global Wealth
Illinois
$338K +$1.55K +3 +0.5%
GPWM
2835
Grant Private Wealth Management
California
$338K +$332K +642 New
SFG
2836
SNS Financial Group
Minnesota
$338K -$36.2K -70 -10%
IPW
2837
Impact Partnership Wealth
Georgia
$334K +$329K +635 New
SIC
2838
Sage Investment Counsel
Tennessee
$334K +$329K +635 New
SIS
2839
Sound Income Strategies
Florida
$334K +$34.7K +67 +12%
MSFP
2840
Mark Sheptoff Financial Planning
Connecticut
$334K – – –
UWPG
2841
Ullmann Wealth Partners Group
Florida
$334K +$15.5K +30 +5%
KFA
2842
Kapstone Financial Advisors
Ohio
$333K +$1.55K +3 +0.5%
WIC
2843
WealthBridge Investment Counsel
Alberta, Canada
$333K – – –
AWM
2844
Accel Wealth Management
Iowa
$333K +$28.5K +55 +10%
FDS
2845
Freedom Day Solutions
Texas
$332K – – –
MPIA
2846
Mountain Pacific Investment Advisers
Idaho
$332K -$44K -85 -12%
QPWM
2847
Quadrant Private Wealth Management
Pennsylvania
$332K +$44K +85 +16%
CWM
2848
Chicago Wealth Management
Illinois
$331K -$1.55K -3 -0.5%
AFAS
2849
Acorn Financial Advisory Services
Virginia
$331K -$518 -1 -0.2%
LWM
2850
LongView Wealth Management
Georgia
$330K -$11.9K -23 -4%
112 113
114
115 116