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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3101
Clearwave Capital
California
$239K +$275K +2,548 New
PWM
3102
Puff Wealth Management
New Jersey
$238K +$7.66K +71 +3%
LNB
3103
Ledyard National Bank
$238K +$66.8K +620 +32%
PCP
3104
Panoramic Capital Partners
Oregon
$237K +$3.34K +31 +1%
SW
3105
StrongBox Wealth
Missouri
$236K – – –
KI
3106
KTF Investments
California
$236K +$272K +2,520 New
SFGM
3107
Stonebridge Financial Group (Missouri)
Missouri
$236K +$271K +2,513 New
WFS
3108
Widmann Financial Services
Maryland
$235K +$12.9K +120 +5%
BPC
3109
Bearing Point Capital
Minnesota
$235K +$19.4K +180 +8%
WCG
3110
Weaver Consulting Group
California
$235K -$6.25K -58 -2%
HBWM
3111
Hollow Brook Wealth Management
New York
$234K -$5.39K -50 -2%
AFA
3112
AllGen Financial Advisors
Florida
$234K – – –
SSA
3113
South Street Advisors
New York
$234K – – –
FWM
3114
Foguth Wealth Management
Michigan
$233K +$276K +2,559 New
MWM
3115
Momentous Wealth Management
Washington
$233K +$6.47K +60 +2%
LAS
3116
LWM Advisory Services
Florida
$233K -$34.5K -320 -11%
BEW
3117
Burton Enright Welch
California
$232K +$17.9K +166 +7%
LWA
3118
Legacy Wealth Advisors
Florida
$232K +$266K +2,470 New
AFP
3119
Alpha Financial Partners
Kentucky
$231K -$36.4K -338 -12%
CAM
3120
CPA Asset Management
Florida
$231K +$265K +2,460 New
HWMC
3121
Heritage Wealth Management (California)
California
$230K -$30.5K -283 -10%
SA
3122
Skyline Advisors
Washington
$230K -$126K -1,168 -32%
SGI
3123
Swan Global Investments
Colorado
$230K +$264K +2,451 New
ST
3124
Sageworth Trust
Pennsylvania
$230K -$1.23M -11,370 -82%
YC
3125
Yarbrough Capital
Tennessee
$230K +$264K +2,450 New
123 124
125
126 127