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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3676
Phillips Financial Management
Indiana
$281K +$258K +578 New
LWAM
3677
Legacy Wealth Asset Management
Minnesota
$281K – – –
JGIA
3678
Jackson Grant Investment Advisers
Connecticut
$280K – – –
BMD
3679
Better Money Decisions
New Mexico
$280K +$257K +576 New
KAM
3680
Knightsbridge Asset Management
California
$280K – – –
AWP
3681
Avid Wealth Partners
Texas
$279K -$194K -434 -43%
WWP
3682
Waypoint Wealth Partners
California
$279K -$18.3K -41 -7%
SCM
3683
Seascape Capital Management
New Hampshire
$279K -$183K -411 -42%
CFG
3684
Carr Financial Group
Massachusetts
$279K +$256K +574 New
PCM
3685
Princeton Capital Management
New Jersey
$279K -$4.46K -10 -2%
SIA
3686
Sage Investment Advisers
New York
$278K -$13.8K -31 -5%
GWWM
3687
Great Waters Wealth Management
Minnesota
$278K -$37.9K -85 -13%
LAS
3688
LWM Advisory Services
Florida
$278K +$255K +572 New
ECA
3689
Elevated Capital Advisors
Utah
$278K -$17K -38 -6%
MFGP
3690
Marshall Financial Group (Pennsylvania)
Pennsylvania
$277K – – –
6F
3691
626 Financial
Michigan
$277K +$254K +570 New
SA
3692
SRH Advisors
Kansas
$276K -$147K -330 -37%
ACM
3693
Armbruster Capital Management
New York
$276K +$254K +569 New
TA
3694
TrueWealth Advisors
Alabama
$275K +$252K +566 New
GPW
3695
Gray Private Wealth
Massachusetts
$275K +$252K +565 New
AAM
3696
Augustine Asset Management
Florida
$274K -$5.35K -12 -2%
SSC
3697
Syverson Strege & Co
Iowa
$274K +$252K +564 New
WIP
3698
WealthCare Investment Partners
Rhode Island
$273K +$892 +2 +0.4%
SC
3699
Saiph Capital
New Jersey
$272K +$250K +561 New
AGA
3700
Arkos Global Advisors
Texas
$272K +$250K +561 New
146 147
148
149 150