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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2676
Perissos Private Wealth Management
Oklahoma
$3.31M -$330K -3,260 -11%
PP
2677
PDT Partners
New York
$3.31M -$123K -1,212 -4%
HFS
2678
Heritage Financial Services
Massachusetts
$3.31M -$14.1K -139 -0.5%
CA
2679
Centerpoint Advisors
Massachusetts
$3.31M -$182K -1,800 -6%
KDA
2680
Kraft Davis & Associates
Missouri
$3.3M +$52.9K +523 +2%
MWM
2681
Marion Wealth Management
Pennsylvania
$3.3M -$435K -4,301 -14%
LWMM
2682
Legacy Wealth Management (Mississippi)
Mississippi
$3.29M – – –
ICP
2683
Interchange Capital Partners
Pennsylvania
$3.29M +$1.44M +14,259 +115%
KOMWMG
2684
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.28M -$93.2K -922 -3%
LFA
2685
Laraway Financial Advisors
Minnesota
$3.28M +$10.9K +108 +0.4%
SC
2686
Sierra Capital
Florida
$3.28M -$323K -3,191 -11%
HBW
2687
Hazlett, Burt & Watson
West Virginia
$3.28M +$529K +5,235 +25%
AHL
2688
Abel Hall LLC
Louisiana
$3.28M -$16.3K -161 -0.6%
DFA
2689
Davies Financial Advisors
California
$3.27M +$163K +1,610 +6%
MCWS
2690
McKinley Carter Wealth Services
West Virginia
$3.27M +$944K +9,335 +54%
SFPG
2691
Stonebridge Financial Planning Group
Florida
$3.27M +$239K +2,360 +10%
AIS
2692
AM Investment Strategies
Tennessee
$3.26M +$163K +1,611 +6%
1IA
2693
1834 Investment Advisors
Wisconsin
$3.26M -$627K -6,200 -19%
KHCM
2694
Kirtland Hills Capital Management
Ohio
$3.26M +$123K +1,220 +5%
SWS
2695
SYSTM Wealth Solutions
Illinois
$3.26M -$1.03M -10,216 -28%
ST
2696
Sageworth Trust
Pennsylvania
$3.26M +$1.93M +19,040 +260%
DBRC
2697
D.B. Root & Company
Pennsylvania
$3.25M +$409K +4,044 +18%
HA
2698
Hofer & Associates
California
$3.25M -$23.5K -232 -0.9%
HWMO
2699
Heritage Wealth Management (Ohio)
Ohio
$3.25M +$2.61M +25,853 New
PA
2700
PSI Advisors
Florida
$3.25M -$260K -2,567 -9%
106 107
108
109 110