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Name Holding Trade Value Shares
Change 		Change in
Stake
WWWM
4026
White Wing Wealth Management
Texas
$214K -$21.1K -41 -10%
CWA
4027
Continuum Wealth Advisors
New York
$214K +$192K +374 New
PFA
4028
Pinnacle Family Advisors
Missouri
$214K -$11.8K -23 -6%
FWM
4029
Forza Wealth Management
Florida
$214K +$192K +374 New
SWM
4030
Sterling Wealth Management
Illinois
$214K +$192K +373 New
FRA
4031
Front Row Advisors
California
$212K – – –
KFS
4032
Keynote Financial Services
Connecticut
$212K +$191K +371 New
KPPF
4033
Klein Pavlis & Peasley Financial
California
$211K -$16K -31 -8%
HDIM
4034
Hanson & Doremus Investment Management
Vermont
$211K -$8.75K -17 -4%
HCM
4035
Hutchinson Capital Management
California
$211K +$189K +368 New
GAM
4036
Gould Asset Management
California
$211K -$78.7K -153 -29%
TTWM
4037
TCV Trust & Wealth Management
Virginia
$209K -$68.9K -134 -27%
WAG
4038
Wheelhouse Advisory Group
Missouri
$208K +$186K +362 New
IPW
4039
IronBridge Private Wealth
Texas
$207K +$186K +362 New
ACA
4040
Anchor Capital Advisors
Massachusetts
$207K +$186K +362 New
MKC
4041
M. Kraus & Co
Vermont
$207K +$186K +362 New
SFG
4042
Shum Financial Group
California
$207K +$186K +362 New
SAM
4043
Sequent Asset Management
Texas
$207K +$186K +361 New
EE
4044
EWG Elevate
California
$207K +$186K +361 New
ORC
4045
O'Rourke & Company
Massachusetts
$206K +$185K +360 New
GPWA
4046
Great Point Wealth Advisors
Massachusetts
$206K +$185K +360 New
HAC
4047
Harbor Advisory Corp
New Hampshire
$206K +$185K +359 New
GC
4048
Gibson Capital
Pennsylvania
$205K – – –
PJWM
4049
Philip James Wealth Mangement
Georgia
$204K +$184K +357 New
GC
4050
Gilbert & Cook
Iowa
$204K +$183K +356 New
160 161
162
163 164