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Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
3026
Hidden Cove Wealth Management
Washington
$253K +$249K +481 New
MAG
3027
M3 Advisory Group
Massachusetts
$253K +$9.32K +18 +4%
FZCM
3028
Flynn Zito Capital Management
New York
$253K – – –
CF
3029
Clarity Financial
Texas
$253K -$101K -196 -29%
PFA
3030
Pathway Financial Advisers
Indiana
$253K +$7.76K +15 +3%
BCM
3031
BluePointe Capital Management
California
$253K +$248K +480 New
OA
3032
Operose Advisors
Wisconsin
$253K -$55.9K -108 -18%
LWM
3033
LJI Wealth Management
Indiana
$253K +$2.07K +4 +0.8%
CPL
3034
Capital & Planning LLC
Georgia
$252K +$247K +478 New
CW
3035
Channel Wealth
California
$251K – – –
NB
3036
Northwest Bancshares
Pennsylvania
$251K -$280K -540 -53%
HCM
3037
Heathbridge Capital Management
Ontario, Canada
$250K – – –
CISOA
3038
Capital Investment Services of America
Wisconsin
$250K +$9.84K +19 +4%
BA
3039
BIP Alliance
Georgia
$250K +$246K +475 New
BFA
3040
Bill Few Associates
Pennsylvania
$250K +$5.18K +10 +2%
VBWMG
3041
Von Berge Wealth Management Group
California
$250K +$518 +1 +0.2%
HWMO
3042
Heritage Wealth Management (Ohio)
Ohio
$249K – – –
AIA
3043
Accelerate Investment Advisors
California
$248K +$23.3K +45 +11%
FS
3044
Financial Symmetry
North Carolina
$247K – – –
ECM
3045
Exchange Capital Management
Michigan
$247K +$10.9K +21 +5%
WAM
3046
Wallington Asset Management
Indiana
$247K -$20.7K -40 -8%
TPWA
3047
Twin Peaks Wealth Advisors
California
$247K +$243K +469 New
PCM
3048
Passive Capital Management
Maryland
$246K +$1.55K +3 +0.6%
SICM
3049
Sustainable Insight Capital Management
New York
$246K -$104K -200 -30%
LIA
3050
LifePlan Investment Advisors
North Carolina
$246K +$7.76K +15 +3%
120 121
122
123 124