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Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
2826
Waypoint Wealth Partners
California
$268K +$247K +9,840 New
CWM
2827
Campbell Wealth Management
Virginia
$267K -$85.3K -3,400 -26%
CCP
2828
Carmel Capital Partners
California
$266K -$275K -10,960 -53%
BWM
2829
Blossom Wealth Management
California
$266K – – –
CFG
2830
Carter Financial Group
Illinois
$266K +$245K +9,750 New
AWA
2831
Acorn Wealth Advisors
Michigan
$265K +$41.4K +1,650 +20%
DWM
2832
Drive Wealth Management
Utah
$265K +$63.5K +2,530 +35%
JGC
2833
J. Goldman & Co
New York
$262K -$2.2M -87,590 -90%
TC
2834
TAGStone Capital
North Carolina
$262K – – –
VWM
2835
Valley Wealth Managers
New Jersey
$261K +$10K +400 +4%
BFM
2836
Boston Financial Management
Massachusetts
$260K +$239K +9,540 New
BW
2837
Basepoint Wealth
Iowa
$260K +$4.51K +180 +2%
IRC
2838
Investors Research Corp
Georgia
$259K +$2.76K +110 +1%
TPW
2839
Tiller Private Wealth
Pennsylvania
$259K +$26.8K +1,070 +13%
TAM
2840
Townsend Asset Management
North Carolina
$258K – – –
PCM
2841
Pointe Capital Management
Michigan
$257K – – –
BCM
2842
BTR Capital Management
California
$256K -$34.9K -1,390 -13%
OF
2843
Outfitter Financial
Maine
$256K – – –
AF
2844
Aldebaran Financial
$255K +$33.6K +1,340 +17%
LIA
2845
LBMC Investment Advisors
Tennessee
$255K +$234K +9,340 New
SWIG
2846
Strategic Wealth Investment Group
Kentucky
$255K +$234K +9,340 New
EWP
2847
Engrave Wealth Partners
Texas
$254K -$67.5K -2,690 -22%
CWM
2848
CCG Wealth Management
California
$254K +$32.9K +1,310 +16%
CPSAC
2849
Chas P. Smith & Associates (CPS)
Florida
$254K +$34.6K +1,380 +17%
SWMP
2850
Signature Wealth Management Partners
New Jersey
$253K -$50.2K -2,000 -18%
112 113
114
115 116