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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3901
LJI Wealth Management
Indiana
$3.3M +$72K +172 +2%
SCM
3902
Seascape Capital Management
New Hampshire
$3.3M +$213K +509 +6%
PAS
3903
PKS Advisory Services
New York
$3.3M -$49.4K -118 -1%
OWA
3904
Opal Wealth Advisors
New York
$3.29M -$208K -498 -5%
GCM
3905
Generation Capital Management
New York
$3.29M -$23K -55 -0.6%
VP
3906
Verum Partners
North Carolina
$3.29M +$308K +736 +9%
FWM
3907
Fingerlakes Wealth Management
New York
$3.29M -$8.37K -20 -0.2%
MFA
3908
Millington Financial Advisors
Illinois
$3.29M +$74.1K +177 +2%
WLIM
3909
White Lighthouse Investment Management
Massachusetts
$3.29M +$33.1K +79 +0.9%
FCM
3910
Flagship Capital Management
Pennsylvania
$3.28M +$160K +383 +5%
SA
3911
SPWM Advisors
Michigan
$3.28M +$121K +290 +4%
GIM
3912
Guild Investment Management
California
$3.28M +$1.19M +2,841 +47%
JRPIM
3913
Journey Retirement Planning & Investment Management
Idaho
$3.28M -$10.4M -24,861 -74%
SCM
3914
Sterneck Capital Management
Missouri
$3.28M -$2.09K -5 -0.1%
FTEA
3915
Forty-three Eighteen Advisors
Arkansas
$3.28M – – –
BWM
3916
BigSur Wealth Management
Florida
$3.28M +$377K +900 +11%
VAF
3917
Values Added Financial
District of Columbia
$3.28M +$89.5K +214 +2%
PHAM
3918
Palisades Hudson Asset Management
Florida
$3.27M – – –
MW
3919
Members Wealth
Pennsylvania
$3.27M -$25.9K -62 -0.8%
EAP
3920
Elevation Advisory Partners
Florida
$3.27M +$2.84M +6,798 New
TCM
3921
TD Capital Management
Tennessee
$3.27M -$20.9K -50 -0.6%
FTA
3922
Financial & Tax Architects
Missouri
$3.26M +$292K +697 +9%
CWA
3923
Cascade Wealth Advisors
Washington
$3.26M +$82K +196 +3%
NICM
3924
Neo Ivy Capital Management
New York
$3.24M +$3.66M +8,755 New
BWM
3925
Baron Wealth Management
Michigan
$3.24M -$465K -1,111 -11%
155 156
157
158 159