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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3001
Partners Wealth Management
California
$280K – – –
PWM
3002
Provident Wealth Management
Tennessee
$279K – – –
AR
3003
Apeiron RIA
Texas
$279K -$25.6K -47 -8%
WE
3004
Wealth Effects
Massachusetts
$278K -$5.44K -10 -2%
PS
3005
Portfolio Strategies
New York
$278K – – –
ACM
3006
Ascent Capital Management
Oregon
$278K -$7.62K -14 -3%
TWM
3007
Tanager Wealth Management
United Kingdom
$278K +$276K +507 New
WCG
3008
Weaver Consulting Group
California
$277K +$544 +1 +0.2%
ES
3009
Eagle Strategies
New York
$276K -$16.3K -30 -6%
RL
3010
Retireful LLC
Michigan
$276K +$278K +510 New
NCM
3011
Northside Capital Management
Oregon
$276K – – –
LWMNY
3012
Landmark Wealth Management (New York)
New York
$275K – – –
RYIA
3013
Roehl & Yi Investment Advisors
Oregon
$275K -$544 -1 -0.2%
AA
3014
Addison Advisors
Vermont
$275K +$4.36K +8 +2%
WCM
3015
Wedge Capital Management
North Carolina
$275K -$427K -784 -61%
SWM
3016
Shakespeare Wealth Management
Wisconsin
$275K +$1.09K +2 +0.4%
TWM
3017
Topsail Wealth Management
North Carolina
$275K +$62.6K +115 +30%
MCI
3018
MRP Capital Investments
Georgia
$274K – – –
CW
3019
Channel Wealth
California
$274K +$12.5K +23 +5%
PCM
3020
PAR Capital Management
Massachusetts
$274K +$54.4K +100 +25%
CI
3021
Corient IA
Florida
$274K +$272K +500 New
DAM
3022
Doheny Asset Management
California
$274K – – –
KSWA
3023
Kathleen S. Wright Associates
Pennsylvania
$273K -$55K -101 -17%
LIA
3024
LS Investment Advisors
Michigan
$273K – – –
BCMLT
3025
Beacon Capital Management LLC (Tennessee)
Tennessee
$272K +$45.2K +83 +20%
119 120
121
122 123