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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2851
Code Waechter
Florida
$435K -$1.68K -3 -0.4%
NPT
2852
National Philanthropic Trust
Pennsylvania
$435K +$120K +214 +39%
PWP
2853
Ponta Wealth Partners
Florida
$435K +$426K +762 New
HFM
2854
Hartford Financial Management
Connecticut
$434K -$5.59K -10 -1%
LWM
2855
LeConte Wealth Management
Tennessee
$434K -$1.12K -2 -0.3%
RC
2856
Rovin Capital
Arizona
$433K +$75.5K +135 +22%
GA
2857
GoalVest Advisory
New York
$433K +$25.2K +45 +6%
CIM
2858
Capital Investment Management
Missouri
$430K +$421K +753 New
ITG
2859
Index Technologies Group
New York
$430K +$421K +753 New
RIP
2860
RAM Investment Partners
Washington
$429K -$235K -420 -36%
PCP
2861
Panoramic Capital Partners
Oregon
$429K -$12.9K -23 -3%
MIM
2862
Merrion Investment Management
New Jersey
$428K – – –
AWA
2863
Artemis Wealth Advisors
New York
$427K +$170K +304 +68%
RA
2864
Riversedge Advisors
Delaware
$424K -$162K -290 -28%
EAN
2865
Excelsior Advisor Network
Colorado
$424K +$415K +743 New
PWC
2866
Pathfinder Wealth Consulting
North Carolina
$424K +$415K +742 New
EA
2867
Emerald Advisors
Washington
$423K +$17.9K +32 +5%
PMFA
2868
Plante Moran Financial Advisors
Michigan
$423K +$559 +1 +0.1%
BWP
2869
Baldwin Wealth Partners
Massachusetts
$423K -$14K -25 -3%
LWM
2870
Level Wealth Management
North Carolina
$423K – – –
PA
2871
Planning Alternatives
Michigan
$422K +$138K +246 +50%
RCA
2872
Riverview Capital Advisers
Massachusetts
$421K -$6.71K -12 -2%
LI
2873
LifeWealth Investments
Florida
$420K +$11.2K +20 +3%
MWP
2874
Madison Wealth Partners
Wisconsin
$419K +$129K +230 +46%
BBA
2875
Braun-Bostich & Associates
Pennsylvania
$419K -$19.6K -35 -5%
113 114
115
116 117