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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3026
Etesian Wealth Advisors
Oregon
$294K – – –
EMC
3027
Everest Management Corp
California
$293K +$32.6K +59 +13%
AIA
3028
AssuredPartners Investment Advisors
Florida
$293K -$833K -1,507 -74%
WCG
3029
Weaver Consulting Group
California
$292K +$7.74K +14 +3%
LWA
3030
Lifelong Wealth Advisors
Minnesota
$292K +$14.9K +27 +5%
DPW
3031
DiNuzzo Private Wealth
Pennsylvania
$292K -$553 -1 -0.2%
HCWM
3032
Hidden Cove Wealth Management
Washington
$291K +$16K +29 +6%
MLA
3033
MB, Levis & Associates
Pennsylvania
$291K – – –
MCIA
3034
Mountain Capital Investment Advisors
Colorado
$290K +$57.5K +104 +25%
1M
3035
1248 Management
Missouri
$289K – – –
TCM
3036
Tufton Capital Management
Maryland
$289K – – –
GAMC
3037
Garner Asset Management Corp
Texas
$289K -$13.8K -25 -5%
MIC
3038
Meridian Investment Counsel
California
$288K +$11.1K +20 +4%
RFA
3039
Register Financial Advisors
Georgia
$288K +$283K +512 New
MWM
3040
MGB Wealth Management
Texas
$288K – – –
PWM
3041
Provident Wealth Management
Tennessee
$286K – – –
VBA
3042
von Borstel & Associates
Oregon
$286K +$3.32K +6 +1%
PS
3043
Portfolio Strategies
New York
$285K – – –
TFA
3044
Tranquilli Financial Advisor
New Jersey
$285K -$52.5K -95 -16%
WE
3045
Wealth Effects
Massachusetts
$285K – – –
B
3046
Barings
North Carolina
$285K -$3.87K -7 -1%
HIF
3047
Hill Island Financial
Michigan
$285K +$280K +507 New
FA
3048
Fermata Advisors
California
$284K -$682K -1,233 -71%
AIA
3049
Accelerate Investment Advisors
California
$284K +$17.1K +31 +7%
CW
3050
Channel Wealth
California
$284K +$2.77K +5 +1%
120 121
122
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