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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3101
Evolution Wealth Advisors
Florida
$252K – – –
BSTWA
3102
Blake Schutter Theil Wealth Advisors
Ohio
$252K – – –
WCP
3103
Wick Capital Partners
Pennsylvania
$252K – – –
PPW
3104
Pasadena Private Wealth
California
$251K +$249K +458 New
FEG
3105
Financial Enhancement Group
Indiana
$251K +$8.71K +16 +3%
GWMIA
3106
Global Wealth Management Investment Advisory
Florida
$250K -$27.2K -50 -10%
CASB
3107
Cape Ann Savings Bank
Massachusetts
$250K – – –
WWM
3108
Waterway Wealth Management
Texas
$250K +$248K +456 New
RCM
3109
Raleigh Capital Management
North Carolina
$250K -$86K -158 -26%
VBWMG
3110
Von Berge Wealth Management Group
California
$250K +$13.6K +25 +6%
MSWM
3111
McGlone Suttner Wealth Management
Wisconsin
$250K +$18K +33 +8%
KAS
3112
KPP Advisory Services
Kentucky
$249K +$248K +455 New
TCG
3113
Transcendent Capital Group
Oklahoma
$249K -$172K -316 -41%
BFA
3114
Bill Few Associates
Pennsylvania
$249K -$10.9K -20 -4%
SC
3115
Seldon Capital
California
$249K – – –
NC
3116
Napatree Capital
Rhode Island
$249K +$247K +454 New
PCFFS
3117
Pacific Center for Financial Services
California
$248K +$544 +1 +0.2%
LWM
3118
LongView Wealth Management
Georgia
$248K -$95.3K -175 -28%
VFM
3119
Vision Financial Markets
Connecticut
$247K +$544 +1 +0.2%
TFA
3120
Tobias Financial Advisors
Florida
$247K +$9.26K +17 +4%
DDPIC
3121
Deroy & Devereaux Private Investment Counsel
Michigan
$247K -$27.8K -51 -10%
LCG
3122
Lynx Capital Group
Ohio
$247K – – –
KCP
3123
Kera Capital Partners
California
$247K +$22.9K +42 +10%
MAG
3124
M3 Advisory Group
Massachusetts
$246K -$17.4K -32 -7%
WAS
3125
Wealth Advisory Solutions
Indiana
$245K +$243K +447 New
123 124
125
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