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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2976
Planning Directions
Pennsylvania
$249K +$194K +8,960 New
PCM
2977
Pointe Capital Management
Michigan
$249K +$194K +8,950 New
C
2978
Covestor
United Kingdom
$248K -$127K -5,870 -40%
FIM
2979
FWL Investment Management
Texas
$247K -$37.9K -1,750 -16%
BWM
2980
Blossom Wealth Management
California
$247K +$192K +8,890 New
BDF
2981
Black Diamond Financial
Maryland
$247K +$192K +8,880 New
AWP
2982
Abacus Wealth Partners
California
$246K +$185K +8,560 New
WAM
2983
Worth Asset Management
Texas
$245K +$36.4K +1,680 +24%
TIM
2984
Total Investment Management
Arizona
$245K +$191K +8,810 New
PWS
2985
Peloton Wealth Strategists
Indiana
$244K +$190K +8,800 New
BIA
2986
Barry Investment Advisors
Massachusetts
$243K +$189K +8,740 New
TLCM
2987
Twin Lakes Capital Management
California
$243K – – –
TC
2988
TAP Consulting
Missouri
$242K +$189K +8,730 New
SWM
2989
Shakespeare Wealth Management
Wisconsin
$242K +$189K +8,710 New
TCM
2990
Tandem Capital Management
New Jersey
$242K +$188K +8,700 New
TF
2991
TLWM Financial
Texas
$241K +$188K +8,690 New
ANB
2992
Amarillo National Bank
Texas
$241K +$187K +8,660 New
PWA
2993
PCG Wealth Advisors
Kansas
$241K +$187K +8,650 New
AIA
2994
Arbor Investment Advisors
North Carolina
$240K +$187K +8,640 New
CPA
2995
Capital Performance Advisors
California
$238K +$186K +8,580 New
GWM
2996
Gray Wealth Management
Maine
$238K +$185K +8,570 New
PIAS
2997
PCA Investment Advisory Services
Ohio
$238K +$185K +8,560 New
TCM
2998
Towercrest Capital Management
Pennsylvania
$238K +$185K +8,550 New
CSWG
2999
Cardinal Strategic Wealth Guidance
Kentucky
$237K +$185K +8,540 New
RA
3000
Ruggaard & Associates
Ohio
$237K +$185K +8,530 New
118 119
120
121 122