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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMG
3726
Levy Wealth Management Group
Pennsylvania
$544K – – –
ICA
3727
Infrastructure Capital Advisors
New York
$542K -$2.82M -38,970 -87%
BMO
3728
Beck Mack & Oliver
New York
$542K – – –
RC
3729
Reik & Co
New York
$542K – – –
AWA
3730
Adapt Wealth Advisors
Georgia
$542K +$435K +6,000 New
HDIM
3731
Hanson & Doremus Investment Management
Vermont
$542K -$23.9K -330 -5%
BWA
3732
Boulder Wealth Advisors
Colorado
$541K +$434K +5,990 New
CGPCS
3733
Capital Group Private Client Services
California
$541K – – –
VAMG
3734
Voisard Asset Management Group
Michigan
$539K +$16.7K +230 +4%
WA
3735
Waterford Advisors
New York
$539K – – –
CIA
3736
Cape Investment Advisory
Georgia
$538K -$64.5K -890 -13%
SM
3737
Sensible Money
Arizona
$538K +$127K +1,750 +42%
BAM
3738
Bayshore Asset Management
Florida
$538K +$104K +1,430 +32%
SPP
3739
Single Point Partners
Massachusetts
$537K +$16.7K +230 +4%
NCMW
3740
Northern Capital Management (Washington)
Washington
$537K +$117K +1,620 +38%
FA
3741
FF Advisors
California
$531K +$426K +5,880 New
FA
3742
FSA Advisors
Michigan
$531K +$71K +980 +20%
GBWM
3743
Granite Bay Wealth Management
New Hampshire
$531K +$426K +5,880 New
CWM
3744
CCG Wealth Management
California
$531K +$92.8K +1,280 +28%
CWAF
3745
Core Wealth Advisors (Florida)
Florida
$530K -$38.4K -530 -8%
LI
3746
Louisbourg Investments
New Brunswick, Canada
$530K -$23.9K -330 -5%
SA
3747
SRH Advisors
Kansas
$530K – – –
OS
3748
Objectivity Squared
South Carolina
$528K +$440K +6,070 New
SHFP
3749
Second Half Financial Partners
Florida
$520K +$42K +580 +11%
VFPI
3750
Vantage Financial Partners (Illinois)
Illinois
$520K -$76.1K -1,050 -15%
148 149
150
151 152