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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
3376
Market Street Wealth Management Advisors
Indiana
$476K +$13.1K +27 +3%
BWA
3377
Blodgett Wealth Advisors
California
$475K -$198K -407 -30%
RAS
3378
RPS Advisory Solutions
Kentucky
$475K +$458K +942 New
PWM
3379
Paulson Wealth Management
Illinois
$475K +$4.86K +10 +1%
PHWM
3380
Pine Harbor Wealth Management
Maryland
$475K – – –
AWM
3381
Adams Wealth Management
Utah
$473K +$456K +939 New
CI
3382
CacheTech Inc
Utah
$473K +$456K +939 New
IWS
3383
Integrity Wealth Solutions
Colorado
$473K -$500K -1,029 -52%
KI
3384
Kapitalo Investimentos
Brazil
$472K -$845K -1,739 -65%
CBTWT
3385
Community Bank & Trust (Waco, Texas)
Texas
$472K – – –
TWP
3386
Triad Wealth Partners
Kansas
$471K +$94.8K +195 +26%
CNB
3387
Camden National Bank
Maine
$471K +$15.6K +32 +4%
DP
3388
Dearborn Partners
Illinois
$471K +$49.1K +101 +12%
SHWM
3389
Smith & Howard Wealth Management
Georgia
$470K -$972 -2 -0.2%
MWM
3390
Mattern Wealth Management
Kansas
$469K +$2.43K +5 +0.5%
TDWM
3391
Topel & Distasi Wealth Management
California
$469K +$74.4K +153 +20%
CFA
3392
CWS Financial Advisors
Michigan
$469K +$452K +930 New
GB
3393
Goepper Burkhardt
South Carolina
$466K – – –
BEI
3394
Benjamin Edwards Inc
Missouri
$466K -$69.5K -143 -13%
WA
3395
WealthTrust Axiom
Pennsylvania
$465K -$72.9K -150 -14%
IW
3396
Instrumental Wealth
Florida
$464K -$13.1K -27 -3%
CL
3397
CSS LLC
Illinois
$464K +$447K +920 New
T
3398
TCWP
Ohio
$463K -$15.1K -31 -3%
CWM
3399
Cahaba Wealth Management
Georgia
$463K -$17.5K -36 -4%
HOWA
3400
Heritage Oak Wealth Advisors
Florida
$462K +$446K +917 New
134 135
136
137 138