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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
3151
Summitry LLC
California
$414K +$8.51K +190 +2%
SI
3152
Shaker Investments
Ohio
$413K +$426K +9,500 New
CFMC
3153
Curbstone Financial Management Corp
New Hampshire
$412K -$5.38K -120 -1%
IWA
3154
Inspirion Wealth Advisors
Illinois
$412K +$896 +20 +0.2%
CWM
3155
Chemistry Wealth Management
New York
$409K +$114K +2,550 +37%
MWM
3156
Maripau Wealth Management
Indiana
$409K +$22K +490 +5%
HA
3157
HC Advisors
Georgia
$409K – – –
MWM
3158
Madison Wealth Management
Ohio
$408K – – –
FB
3159
First Bancorp
Maine
$407K +$40.3K +900 +11%
PWS
3160
Private Wealth Strategies
Ohio
$406K +$67.2K +1,500 +19%
RWP
3161
Ridgecrest Wealth Partners
California
$406K -$8.96K -200 -2%
PWS
3162
Peloton Wealth Strategists
Indiana
$405K +$22.4K +500 +6%
SSWG
3163
Seven Springs Wealth Group
Tennessee
$405K – – –
QCIG
3164
Quad-Cities Investment Group
Iowa
$404K +$416K +9,290 New
VBWMG
3165
Von Berge Wealth Management Group
California
$404K -$896 -20 -0.2%
OPWM
3166
Oxinas Partners Wealth Management
Indiana
$404K -$156K -3,480 -27%
OR
3167
Olympiad Research
Connecticut
$403K +$415K +9,270 New
SW
3168
Signify Wealth
Missouri
$403K +$13K +290 +3%
PCMF
3169
Private Capital Management (Florida)
Florida
$403K -$9.41K -210 -2%
AWM
3170
Aberdeen Wealth Management
Illinois
$400K – – –
RB
3171
Rodgers Brothers
Pennsylvania
$399K – – –
CG
3172
Cynosure Group
Utah
$399K +$127K +2,840 +45%
WPA
3173
West Paces Advisors
Georgia
$398K -$67.7K -1,510 -14%
LNWTC
3174
Laird Norton Wetherby Trust Company
Washington
$398K +$46.1K +1,030 +13%
CPA
3175
Capital Performance Advisors
California
$396K +$196K +4,380 +93%
125 126
127
128 129