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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
3776
Peloton Wealth Strategists
Indiana
$509K -$66K -910 -14%
AWM
3777
Activest Wealth Management
Florida
$507K +$30.4K +420 +8%
W
3778
WealthCollab
Washington
$504K +$13K +180 +3%
CMAI
3779
Capital Management Associates Inc
Minnesota
$503K +$29K +400 +8%
EIP
3780
Ellis Investment Partners
Pennsylvania
$503K +$403K +5,560 New
LTL
3781
Lowery Thomas LLC
California
$503K +$23.9K +330 +6%
FCC
3782
Flower City Capital
New York
$502K +$20.3K +280 +5%
MAM
3783
McCarthy Asset Management
California
$502K – – –
CFFP
3784
Center for Financial Planning
Michigan
$499K +$78.3K +1,080 +24%
BCFD
3785
Boit C.F. David
$498K -$435K -6,000 -50%
HFRG
3786
Houlihan Financial Resource Group
Virginia
$498K +$5.8K +80 +1%
BFPW
3787
BOK Financial Private Wealth
Colorado
$498K +$87.7K +1,210 +28%
NWA
3788
New World Advisors
Massachusetts
$498K -$98.6K -1,360 -20%
BWM
3789
BKM Wealth Management
Wisconsin
$498K – – –
OGF
3790
Orin Green Financial
California
$497K -$452K -6,230 Closed
AGDI
3791
Absolute Gestao de Investimentos
Brazil
$497K +$399K +5,500 New
WIP
3792
WealthCare Investment Partners
Rhode Island
$496K -$18.8K -260 -5%
MWM
3793
Mascoma Wealth Management
New Hampshire
$495K – – –
BBWA
3794
Bell & Brown Wealth Advisors
California
$495K -$18.1K -250 -4%
FFL
3795
Financial Freedom LLC
Ohio
$494K +$23.9K +330 +6%
DWAM
3796
Duncan Williams Asset Management
Tennessee
$493K +$396K +5,460 New
SPWM
3797
Schrum Private Wealth Management
Florida
$493K – – –
E
3798
ETFidea
New York
$493K +$395K +5,450 New
GPA
3799
Guidance Point Advisors
Massachusetts
$492K +$394K +5,440 New
PP
3800
PFS Partners
New Jersey
$492K +$144K +1,990 +58%
150 151
152
153 154