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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
4601
Continuum Wealth Advisors
New York
$234K +$196K +317 New
SCA
4602
Sulzberger Capital Advisors
Florida
$234K -$66.7K -108 -25%
CPW
4603
Crestmont Private Wealth
Texas
$234K +$196K +317 New
BWP
4604
BlueStem Wealth Partners
Minnesota
$233K +$195K +316 New
WHCFA
4605
William Howard & Co Financial Advisors
Tennessee
$233K +$195K +316 New
GPA
4606
Guerra Pan Advisors
New Jersey
$233K +$195K +316 New
PSCM
4607
Per Stirling Capital Management
Texas
$233K +$195K +316 New
CWM
4608
Crowley Wealth Management
Delaware
$233K – – –
DI
4609
Disciplined Investments
Oklahoma
$233K +$195K +315 New
BBWP
4610
Beacon Bridge Wealth Partners
Pennsylvania
$232K +$195K +315 New
JGUA
4611
John G. Ullman & Associates
New York
$232K +$195K +315 New
ACM
4612
Aspen Capital Management
Idaho
$232K +$194K +314 New
MKC
4613
M. Kraus & Co
Vermont
$230K +$193K +312 New
QFPS
4614
Quantum Financial Planning Services
Washington
$230K +$192K +311 New
EPM
4615
Elm Partners Management
Pennsylvania
$230K +$192K +311 New
DW
4616
Dodds Wealth
Colorado
$228K +$191K +309 New
HIM
4617
Harbour Investment Management
Washington
$228K +$191K +309 New
SWP
4618
ShoreHaven Wealth Partners
New Jersey
$228K +$190K +308 New
BWIA
4619
Bryant Woods Investment Advisors
New York
$227K +$190K +307 New
HI
4620
Harrington Investments
California
$227K +$190K +307 New
CB
4621
Community Bank
New York
$225K +$15.4K +25 +9%
BI
4622
Binnacle Investments
Iowa
$225K +$16.7K +27 +10%
CDWM
4623
Campbell Deegan Wealth Management
Virginia
$225K +$188K +304 New
ECM
4624
EMC Capital Management
Texas
$224K – – –
TF
4625
Threadgill Financial
Texas
$224K +$187K +303 New
183 184
185
186 187