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Name Holding Trade Value Shares
Change 		Change in
Stake
LTL
3876
Lowery Thomas LLC
California
$711K +$19.4K +192 +3%
BAM
3877
Bellevue Asset Management
Washington
$709K +$218K +2,154 +60%
MGAM
3878
McGowan Group Asset Management
Texas
$709K +$580K +5,740 New
CSWM
3879
Cassady Schiller Wealth Management
Ohio
$708K +$3.23K +32 +0.6%
LRIA
3880
Leonard Rickey Investment Advisors
Washington
$707K +$6.17K +61 +1%
HWM
3881
Howard Wealth Management
Connecticut
$706K +$32.6K +322 +6%
LI
3882
Lafayette Investments
Maryland
$705K +$1.01K +10 +0.2%
ACA
3883
American Capital Advisory
Idaho
$705K +$24.7K +244 +21%
TFA
3884
TPG Financial Advisors
Oregon
$705K +$577K +5,703 New
SCI
3885
Silver Coast Investments
United States
$702K +$112K +1,110 +24%
CFFP
3886
Center for Financial Planning
Michigan
$701K +$15.5K +153 +3%
MWM
3887
Mascoma Wealth Management
New Hampshire
$700K +$19.2K +190 +3%
SHFP
3888
Second Half Financial Partners
Florida
$700K -$9.4K -93 -2%
SAM
3889
Satovsky Asset Management
New York
$700K +$404 +4 +0.1%
CC
3890
Corton Capital
Ontario, Canada
$698K -$1.57M -15,547 -73%
FWM
3891
Foguth Wealth Management
Michigan
$698K +$144K +1,422 +34%
PWMG
3892
Private Wealth Management Group
New Jersey
$697K +$36.8K +364 +7%
AWP
3893
Avid Wealth Partners
Texas
$697K -$70.9K -701 -11%
RWM
3894
Refined Wealth Management
Utah
$695K -$101K -998 -15%
CPCP
3895
Cedar Point Capital Partners
Iowa
$694K +$70.3K +695 +14%
CP
3896
Castleview Partners
Texas
$692K +$239K +2,368 +73%
GWM
3897
GoalFusion Wealth Management
Texas
$690K -$58.3K -577 -9%
MFS
3898
Mirabella Financial Services
United Kingdom
$689K -$7.33M -72,526 -93%
FCC
3899
Flower City Capital
New York
$687K – – –
MAM
3900
McCarthy Asset Management
California
$687K – – –
154 155
156
157 158