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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
3051
National Wealth Management Group
Ohio
$276K -$60.5K -687 -19%
AMBIA
3052
Allen Mooney & Barnes Investment Advisors
Georgia
$276K +$15.9K +180 +7%
MW
3053
Members Wealth
Pennsylvania
$276K +$261K +2,960 New
IW
3054
Instrumental Wealth
Florida
$275K +$529 +6 +0.2%
PCP
3055
Panoramic Capital Partners
Oregon
$275K +$28.9K +328 +13%
AFP
3056
Alpha Financial Partners
Kentucky
$275K +$34.7K +394 +16%
CIC
3057
Crawford Investment Counsel
Georgia
$275K -$441 -5 -0.2%
GWM
3058
GSB Wealth Management
Connecticut
$274K +$3.52K +40 +1%
SG
3059
Somerset Group
Minnesota
$274K +$248K +2,811 New
CASB
3060
Cape Ann Savings Bank
Massachusetts
$273K +$35.7K +405 +17%
BWP
3061
Baldwin Wealth Partners
Massachusetts
$272K +$2.03K +23 +0.8%
GJWM
3062
Gilliland Jeter Wealth Management
Arkansas
$271K +$249K +2,823 New
SWM
3063
Silverlake Wealth Management
Vermont
$271K +$35.2K +399 +16%
CWM
3064
C2C Wealth Management
Arizona
$271K – – –
CI
3065
Ceera Investments
Texas
$271K +$248K +2,816 New
SL
3066
StoryOne LLC
Kansas
$270K – – –
KA
3067
KDT Advisors
New York
$270K +$9.69K +110 +4%
DAS
3068
Diversify Advisory Services
Utah
$270K -$3.9M -44,210 -94%
IWM
3069
Integris Wealth Management
California
$270K -$16K -182 -6%
WAM
3070
Wernau Asset Management
Massachusetts
$269K +$12.2K +139 +5%
SCG
3071
Sonata Capital Group
Washington
$269K +$247K +2,800 New
SH
3072
SLT Holdings
Arizona
$269K -$135K -1,534 -35%
LHP
3073
Lexington Hill Partners
Texas
$269K +$246K +2,794 New
BP
3074
BBR Partners
New York
$266K +$6.17K +70 +3%
FFWA
3075
FRG Family Wealth Advisors
Washington
$266K +$18.9K +215 +8%
121 122
123
124 125