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Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
3001
Chemung Canal Trust
New York
$291K -$8.04K -14 -3%
DWM
3002
Daner Wealth Management
Georgia
$291K +$49.4K +86 +20%
PWM
3003
Provident Wealth Management
Tennessee
$290K – – –
KSWA
3004
Kathleen S. Wright Associates
Pennsylvania
$289K – – –
PS
3005
Portfolio Strategies
New York
$289K – – –
WE
3006
Wealth Effects
Massachusetts
$289K – – –
GWM
3007
Gitterman Wealth Management
New Jersey
$289K -$35.6K -62 -11%
AIA
3008
Accelerate Investment Advisors
California
$289K +$1.15K +2 +0.4%
AFG
3009
ABLE Financial Group
Arizona
$288K -$39.6K -69 -12%
GCP
3010
GSA Capital Partners
United Kingdom
$288K -$5.02M -8,743 -95%
IWP
3011
Innova Wealth Partners
Pennsylvania
$288K +$2.3K +4 +0.8%
HA
3012
Huntleigh Advisors
Missouri
$288K -$34.5K -60 -11%
SGI
3013
Swan Global Investments
Colorado
$288K -$51.7K -90 -15%
SWM
3014
Shakespeare Wealth Management
Wisconsin
$288K +$2.87K +5 +1%
AA
3015
AJ Advisors
Tennessee
$288K -$36.8K -64 -11%
MWP
3016
Madison Wealth Partners
Wisconsin
$287K – – –
RWA
3017
Rooted Wealth Advisors
Illinois
$287K +$9.76K +17 +4%
RFA
3018
Register Financial Advisors
Georgia
$287K -$4.59K -8 -2%
LIA
3019
LS Investment Advisors
Michigan
$287K +$3.45K +6 +1%
CAS
3020
Coppell Advisory Solutions
Texas
$286K +$289K +504 New
FPGK
3021
Financial Partners Group (Kansas)
Kansas
$286K +$57.4K +100 +25%
NWM
3022
NRI Wealth Management
California
$285K -$2.47M -4,305 -90%
LWMNY
3023
Landmark Wealth Management (New York)
New York
$285K – – –
BC
3024
Brio Consultants
California
$285K +$29.3K +51 +11%
GC
3025
Gibson Capital
Pennsylvania
$285K +$1.15K +2 +0.4%
119 120
121
122 123