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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
3576
Legacy Wealth Asset Management
Minnesota
$205K -$78.5K -241 -29%
ODIJL
3577
One Day In July LLC
Vermont
$205K +$188K +578 New
JGIA
3578
Jackson Grant Investment Advisers
Connecticut
$204K – – –
AAM
3579
Augustine Asset Management
Florida
$204K +$188K +577 New
DCM
3580
Dimension Capital Management
Florida
$203K +$187K +574 New
AWM
3581
Ameliora Wealth Management
Switzerland
$203K – – –
GA
3582
Greenspring Advisors
Maryland
$202K -$45.9K -141 -20%
MFGP
3583
Marshall Financial Group (Pennsylvania)
Pennsylvania
$202K +$186K +571 New
SG
3584
Strid Group
Pennsylvania
$202K +$186K +570 New
AA
3585
AlphaQ Advisors
Florida
$201K -$131K -403 -42%
WIP
3586
WealthCare Investment Partners
Rhode Island
$200K +$182K +559 New
EWP
3587
Elevation Wealth Partners
California
$197K – – –
NA
3588
Nordwand Advisors
Pennsylvania
$195K – – –
NOI
3589
Newton One Investments
Delaware
$193K – – –
RG
3590
Retirement Group
California
$192K -$169K -518 -49%
NECFA
3591
New England Capital Financial Advisors
Connecticut
$191K – – –
PA
3592
Pineridge Advisors
Missouri
$191K +$176K +539 New
CPG
3593
Cornerstone Planning Group
New Jersey
$189K +$14.7K +45 +9%
DAC
3594
Dividend Assets Capital
South Carolina
$188K – – –
POIA
3595
Pin Oak Investment Advisors
Texas
$187K – – –
CAM
3596
Costello Asset Management
Pennsylvania
$184K – – –
AFWM
3597
Abich Financial Wealth Management
Virginia
$184K +$169K +519 New
BWM
3598
BKM Wealth Management
Wisconsin
$181K +$166K +511 New
PAM
3599
Paradigm Asset Management
New York
$177K – – –
TC
3600
Tacita Capital
Ontario, Canada
$177K – – –
142 143
144
145 146