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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2151
49 Wealth Management
Texas
$506K -$27.2K -330 -5%
CWA
2152
Canvas Wealth Advisors
Kansas
$504K +$54.3K +660 +13%
SCM
2153
Seascape Capital Management
New Hampshire
$504K -$1.65K -20 -0.4%
CWM
2154
Cherrydale Wealth Management
New Jersey
$504K – – –
APG
2155
Abacus Planning Group
South Carolina
$504K +$4.94K +60 +1%
APM
2156
a16z Perennial Management
California
$501K – – –
SEIA
2157
Signature Estate & Investment Advisors
California
$501K +$35.4K +430 +8%
SCP
2158
Stamos Capital Partners
California
$499K -$1.32M -16,000 -74%
BWM
2159
Biltmore Wealth Management
Arizona
$499K +$14.8K +180 +3%
WPC
2160
White Pine Capital
Minnesota
$499K +$15.6K +190 +4%
JWM
2161
Jackson Wealth Management
Florida
$498K +$100K +1,220 +28%
FFA
2162
First Foundation Advisors
California
$497K -$23.9K -290 -5%
OWMIAS
2163
One Wealth Management Investment & Advisory Services
Florida
$497K +$6.58K +80 +1%
JAM
2164
JCIC Asset Management
Ontario, Canada
$497K +$90.5K +1,100 +25%
AFM
2165
Aspetuck Financial Management
Connecticut
$497K +$459K +5,580 New
HWM
2166
Horizon Wealth Management
Illinois
$497K -$14K -170 -3%
VC
2167
Veracity Capital
Georgia
$496K -$14K -170 -3%
FWM
2168
FMB Wealth Management
California
$496K -$19.8K -240 -4%
EWS
2169
Evergreen Wealth Solutions
Pennsylvania
$495K -$103K -1,250 -18%
PWS
2170
Peterson Wealth Services
Utah
$495K – – –
TFA
2171
Tobias Financial Advisors
Florida
$495K – – –
RI
2172
Ridgewood Investments
New Jersey
$494K +$6.58K +80 +1%
BB
2173
Busey Bank
Illinois
$493K -$198K -2,410 -30%
WIC
2174
Woodmont Investment Counsel
Tennessee
$493K -$141K -1,710 -24%
MWM
2175
Meritas Wealth Management
California
$493K -$16.5K -200 -3%
85 86
87
88 89