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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3201
TSA Wealth Management
Texas
$238K +$51.6K +98 +26%
TAM
3202
TCP Asset Management
Ohio
$238K -$22.1K -42 -8%
TWP
3203
Tower Wealth Partners
Pennsylvania
$238K -$13.2K -25 -5%
HWA
3204
Heartwood Wealth Advisors
Virginia
$237K +$8.43K +16 +3%
FS
3205
Financial Symmetry
North Carolina
$236K – – –
PFG
3206
Prospect Financial Group
Virginia
$236K -$10K -19 -4%
PWM
3207
Partners Wealth Management
California
$236K +$527 +1 +0.2%
GC
3208
Gibson Capital
Pennsylvania
$236K -$1.05K -2 -0.4%
EA
3209
Ellsworth Advisors
Ohio
$236K -$10.5K -20 -4%
ONSWM
3210
Old North State Wealth Management
North Carolina
$235K -$2.11K -4 -0.8%
WPA
3211
West Paces Advisors
Georgia
$235K -$10.5K -20 -4%
BCAM
3212
Boston Common Asset Management
Massachusetts
$235K – – –
GSIS
3213
Global Strategic Investment Solutions
Arizona
$235K +$8.95K +17 +4%
WWMP
3214
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$234K +$12.1K +23 +5%
LWM
3215
LJI Wealth Management
Indiana
$234K +$17.9K +34 +8%
TCM
3216
TruNorth Capital Management
Michigan
$233K -$26.9K -51 -10%
IFO
3217
Independent Family Office
New York
$233K +$246K +467 New
SGWP
3218
Sun Group Wealth Partners
California
$233K – – –
BFIC
3219
Bedell Frazier Investment Counselling
California
$232K – – –
CPSC
3220
Carl P. Sherr & Co
Massachusetts
$232K – – –
MWM
3221
Mattern Wealth Management
Kansas
$232K – – –
PFW
3222
Petros Family Wealth
Minnesota
$232K -$106K -201 -30%
RCM
3223
RNC Capital Management
California
$231K – – –
IQI
3224
Integrated Quantitative Investments
Washington
$230K -$2.02M -3,831 -89%
SL
3225
StoryOne LLC
Kansas
$230K – – –
127 128
129
130 131