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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3801
Court Place Advisors
Maryland
$523K -$70.4K -120 -12%
WCM
3802
Wealthcare Capital Management
Virginia
$523K -$2.35K -4 -0.4%
EA
3803
Emerald Advisors
Washington
$522K +$20K +34 +4%
LB
3804
Legacy Bridge
Iowa
$522K – – –
DFA
3805
DHJJ Financial Advisors
Illinois
$520K – – –
LC
3806
Lincoln Capital
Nebraska
$519K +$51.7K +88 +11%
FPL
3807
Fortress Private Ledger
North Carolina
$519K +$520K +886 New
VIP
3808
Vista Investment Partners
Oklahoma
$518K +$3.52K +6 +0.7%
GWM
3809
GoalFusion Wealth Management
Texas
$518K – – –
PCFFS
3810
Pacific Center for Financial Services
California
$517K – – –
PPW
3811
Pasadena Private Wealth
California
$516K +$64.6K +110 +14%
BC
3812
Broadwater Capital
Massachusetts
$515K – – –
RYIA
3813
Roehl & Yi Investment Advisors
Oregon
$515K +$517K +880 New
BWM
3814
BCS Wealth Management
Tennessee
$515K -$11.7K -20 -2%
LWA
3815
LifeGoal Wealth Advisors
New York
$515K +$517K +880 New
GSWM
3816
Greenup Street Wealth Management
Michigan
$514K +$5.87K +10 +1%
MWM
3817
Mascoma Wealth Management
New Hampshire
$512K +$37.6K +64 +8%
BFF
3818
Byrne Financial Freedom
Massachusetts
$512K +$514K +875 New
LC
3819
LCNB Corp
Ohio
$512K +$18.2K +31 +4%
DWAM
3820
Duncan Williams Asset Management
Tennessee
$511K +$109K +186 +27%
SWM
3821
SFG Wealth Management
Maryland
$511K -$7.63K -13 -1%
WA
3822
WealthTrust Axiom
Pennsylvania
$511K -$29.3K -50 -5%
CS
3823
Capital Square
Tennessee
$510K +$139K +237 +43%
TIM
3824
Total Investment Management
Arizona
$509K +$51.7K +88 +11%
LFGO
3825
Legacy Financial Group (Oklahoma)
Oklahoma
$509K -$1.76K -3 -0.3%
151 152
153
154 155