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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3201
Precedent Wealth Partners
Texas
$241K +$527 +1 +0.2%
TF
3202
Tenzing Financial
Virginia
$241K -$32.1K -61 -11%
B
3203
Bellecapital
Switzerland
$241K -$27.4K -52 -10%
CIA
3204
CCM Investment Advisers
South Carolina
$241K -$2.63K -5 -1%
CASB
3205
Cape Ann Savings Bank
Massachusetts
$240K +$52.7K +100 +26%
FZCM
3206
Flynn Zito Capital Management
New York
$240K – – –
TWM
3207
TSA Wealth Management
Texas
$238K +$51.6K +98 +26%
TAM
3208
TCP Asset Management
Ohio
$238K -$22.1K -42 -8%
TWP
3209
Tower Wealth Partners
Pennsylvania
$238K -$13.2K -25 -5%
HWA
3210
Heartwood Wealth Advisors
Virginia
$237K +$8.43K +16 +3%
FS
3211
Financial Symmetry
North Carolina
$236K – – –
PFG
3212
Prospect Financial Group
Virginia
$236K -$10K -19 -4%
PWM
3213
Partners Wealth Management
California
$236K +$527 +1 +0.2%
GC
3214
Gibson Capital
Pennsylvania
$236K -$1.05K -2 -0.4%
EA
3215
Ellsworth Advisors
Ohio
$236K -$10.5K -20 -4%
ONSWM
3216
Old North State Wealth Management
North Carolina
$235K -$2.11K -4 -0.8%
WPA
3217
West Paces Advisors
Georgia
$235K -$10.5K -20 -4%
BCAM
3218
Boston Common Asset Management
Massachusetts
$235K – – –
GSIS
3219
Global Strategic Investment Solutions
Arizona
$235K +$8.95K +17 +4%
WWMP
3220
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$234K +$12.1K +23 +5%
LWM
3221
LJI Wealth Management
Indiana
$234K +$17.9K +34 +8%
TCM
3222
TruNorth Capital Management
Michigan
$233K -$26.9K -51 -10%
IFO
3223
Independent Family Office
New York
$233K +$246K +467 New
SGWP
3224
Sun Group Wealth Partners
California
$233K – – –
BFIC
3225
Bedell Frazier Investment Counselling
California
$232K – – –
127 128
129
130 131