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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3351
Avaii Wealth Management
Wisconsin
$296K +$29.6K +660 +11%
AWAP
3352
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$296K – – –
NLP
3353
Next Level Private
New York
$295K +$43.5K +970 +17%
CC
3354
Cornerstone Capital
California
$295K +$56.9K +1,270 +23%
CAM
3355
Chesapeake Asset Management
New York
$294K +$85.1K +1,900 +39%
CAG
3356
Compass Advisory Group
New York
$294K -$44.8K -1,000 -13%
MPPW
3357
Mitchell & Pahl Private Wealth
Oklahoma
$293K -$6.72K -150 -2%
SMWM
3358
Silvia McColl Wealth Management
California
$293K – – –
JA
3359
JVL Associates
Michigan
$293K +$10.8K +240 +4%
AMG
3360
Asset Management Group
Connecticut
$291K – – –
HNWA
3361
Henrickson Nauta Wealth Advisors
Michigan
$291K -$112K -2,500 -27%
WF
3362
Whelan Financial
California
$291K +$72.1K +1,610 +32%
FWS
3363
FinDec Wealth Services
California
$290K +$299K +6,670 New
GG
3364
Greenwood Gearhart
Arkansas
$290K – – –
AWM
3365
AllSquare Wealth Management
New York
$290K +$72.1K +1,610 +32%
BWA
3366
Beam Wealth Advisors
Louisiana
$289K +$4.93K +110 +2%
RWM
3367
Refined Wealth Management
Utah
$288K -$10.8K -240 -3%
EWA
3368
Evolution Wealth Advisors
Florida
$287K – – –
CAM
3369
Clark Asset Management
New Hampshire
$287K +$71.7K +1,600 +32%
RMAM
3370
Raab & Moskowitz Asset Management
New Jersey
$287K +$22.4K +500 +8%
DAC
3371
Dividend Assets Capital
South Carolina
$285K +$4.93K +110 +2%
OCFG
3372
O'Connor Financial Group
Illinois
$285K +$12.1K +270 +4%
TWA
3373
Tandem Wealth Advisors
Arizona
$284K +$3.14K +70 +1%
DCS
3374
Destiny Capital Securities
Colorado
$284K +$293K +6,530 New
APWM
3375
Atlas Private Wealth Management
New York
$284K +$292K +6,520 New
133 134
135
136 137