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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
4326
Maven Securities
Jersey
$334K -$1.79M -15,185 -85%
HCP
4327
Hardin Capital Partners
South Carolina
$331K +$7.68K +65 +3%
DWM
4328
Denver Wealth Management
Colorado
$331K +$35.7K +302 +12%
LSA
4329
Lansing Street Advisors
Pennsylvania
$331K +$111K +938 +53%
GPWA
4330
Great Point Wealth Advisors
Massachusetts
$330K +$321K +2,719 New
VBFG
4331
Vishria Bird Financial Group
Tennessee
$329K – – –
BHWM
4332
Bay Harbor Wealth Management
Maryland
$329K +$72.9K +617 +30%
OR
4333
Olympiad Research
Connecticut
$328K +$319K +2,704 New
EIA
4334
Eldridge Investment Advisors
New Hampshire
$328K – – –
NFGCM
4335
Norman Fields Gottscho Capital Management
New York
$328K – – –
GIP
4336
Greatmark Investment Partners
Georgia
$328K -$59.1K -500 -16%
SRSA
4337
S.R. Schill & Associates
Washington
$327K -$1.91M -16,149 -86%
MFC
4338
Morris Financial Concepts
South Carolina
$327K +$56.2K +476 +21%
CWM
4339
Core Wealth Management
Florida
$326K – – –
LGWM
4340
Litman Gregory Wealth Management
California
$326K +$317K +2,685 New
CFO
4341
Custos Family Office
Texas
$326K -$110K -929 -26%
DWS
4342
Dynamic Wealth Strategies
California
$325K +$36.9K +312 +13%
TCM
4343
Twele Capital Management
Minnesota
$324K – – –
EWM
4344
Echo Wealth Management
Minnesota
$321K +$40.3K +341 +16%
AA
4345
Alesco Advisors
New York
$319K -$2.72K -23 -0.9%
JF
4346
Joule Financial
Kentucky
$318K -$67.4K -571 -18%
RIG
4347
Ramiah Investment Group
Wisconsin
$318K +$80.9K +685 +35%
LSC
4348
Lesa Sroufe & Co
Washington
$317K -$37K -313 -11%
CIAS
4349
CBIZ Investment Advisory Services
Ohio
$317K +$59.8K +506 +24%
RG
4350
Renaissance Group
Kentucky
$316K – – –
172 173
174
175 176