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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3126
BCGM Wealth Management
Indiana
$661K – – –
FWM
3127
FMB Wealth Management
California
$660K +$4.38K +9 +0.7%
NFC
3128
Northeast Financial Consultants
Connecticut
$659K +$122K +250 +24%
CWP
3129
Core Wealth Partners
California
$658K +$118K +242 +23%
CPW
3130
Cove Private Wealth
New York
$658K – – –
YWM
3131
Yoder Wealth Management
California
$658K -$37.9K -78 -6%
IAG
3132
Investmark Advisory Group
Connecticut
$657K -$2.92K -6 -0.5%
LAM
3133
Lountzis Asset Management
Pennsylvania
$656K – – –
CIEP
3134
Constellation Investimentos e Participacoes
Brazil
$655K – – –
MWA
3135
Moser Wealth Advisors
Washington
$655K +$49.6K +102 +9%
LL
3136
LWMG LLC
Minnesota
$651K +$66.1K +136 +12%
NLP
3137
Next Level Private
New York
$651K -$28.2K -58 -4%
PWS
3138
Private Wealth Strategies
Ohio
$651K +$241K +495 +62%
RMCM
3139
Reynders McVeigh Capital Management
Massachusetts
$651K -$2.43K -5 -0.4%
QAM
3140
Q3 Asset Management
Michigan
$649K -$2.83M -5,820 -82%
RA
3141
Riversedge Advisors
Delaware
$649K +$21.4K +44 +4%
SFB
3142
STAR Financial Bank
Indiana
$648K -$65.6K -135 -10%
YCG
3143
Yeomans Consulting Group
Georgia
$648K -$54.9K -113 -8%
BWP
3144
Bernardo Wealth Planning
Pennsylvania
$646K +$46.7K +96 +8%
LIP
3145
Lighthouse Investment Partners
Florida
$646K -$944K -1,942 -60%
CCA
3146
Clearwater Capital Advisors
Illinois
$645K +$215K +443 +53%
PWM
3147
Palumbo Wealth Management
New York
$644K +$27.7K +57 +5%
GKIM
3148
GW&K Investment Management
Massachusetts
$644K +$108K +223 +21%
DAM
3149
Doheny Asset Management
California
$643K +$105K +215 +20%
NWM
3150
Northwest Wealth Management
Iowa
$640K +$10.7K +22 +2%
124 125
126
127 128