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Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
3876
Single Point Partners
Massachusetts
$646K +$9.89K +16 +2%
HFS
3877
Heritage Financial Services
Massachusetts
$646K -$14.2K -23 -3%
MWM
3878
Mascoma Wealth Management
New Hampshire
$646K – – –
IWA
3879
Integrity Wealth Advisors
California
$645K -$50.1K -81 -8%
PBC
3880
Pavion Blue Capital
California
$644K +$15.4K +25 +3%
WWA
3881
Wisconsin Wealth Advisors
Wisconsin
$644K +$62.4K +101 +13%
EWS
3882
Eagle Wealth Strategies
New Jersey
$644K -$82.8K -134 -13%
EB
3883
Exchange Bank
California
$643K -$18.5K -30 -3%
RCA
3884
Riverview Capital Advisers
Massachusetts
$643K – – –
T
3885
Tidemark
California
$642K +$111K +180 +26%
RFG
3886
REAP Financial Group
Texas
$642K +$305K +493 +131%
LJHT
3887
Laurie J. Hall Trustee
$642K – – –
ACM
3888
Andina Capital Management
Utah
$642K +$8.03K +13 +2%
BPWM
3889
BCS Private Wealth Management
New Jersey
$639K +$535K +866 New
WH
3890
Willner & Heller
California
$637K +$28.4K +46 +6%
SWM
3891
SFG Wealth Management
Maryland
$636K – – –
IA
3892
IMZ Advisory
Florida
$636K +$101K +164 +22%
CG
3893
Curat Global
New Hampshire
$635K – – –
WCAMG
3894
Woodard & Company Asset Management Group
North Carolina
$635K +$9.89K +16 +2%
IWA
3895
Inspirion Wealth Advisors
Illinois
$633K +$46.3K +75 +10%
CFG
3896
Carter Financial Group
Illinois
$632K +$529K +856 New
CWM
3897
Centric Wealth Management
Illinois
$631K -$59.9K -97 -11%
DFA
3898
DHJJ Financial Advisors
Illinois
$630K – – –
SAM
3899
Summit Asset Management
Tennessee
$629K +$29.7K +48 +6%
SEP
3900
Southland Equity Partners
Missouri
$629K +$167K +270 +46%
154 155
156
157 158