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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
4776
Trace Wealth Advisors
California
$381K +$391K +2,838 New
BWA
4777
BCU Wealth Advisors
Illinois
$380K – – –
CWP
4778
Clark Wealth Partners
Illinois
$380K +$390K +2,828 New
FSC
4779
Full Sail Capital
Oklahoma
$379K +$88.6K +643 +29%
PA
4780
Pineridge Advisors
Missouri
$378K +$190K +1,379 +96%
FDDB
4781
Fidelity D&D Bancorp
Pennsylvania
$378K -$22.6K -164 -6%
WAS
4782
Wealth Advisory Solutions
Indiana
$378K +$66K +479 +20%
FCM
4783
Fogel Capital Management
Florida
$378K +$4.55K +33 +1%
FA
4784
Financial Advisors
Massachusetts
$378K +$2.89K +21 +0.8%
FL
4785
FreeGulliver LLC
Louisiana
$378K -$507K -3,681 -57%
MWG
4786
Martin Worley Group
Utah
$376K +$386K +2,797 New
HI
4787
Human Investing
Oregon
$375K +$124K +901 +48%
MPWS
4788
McCarter Private Wealth Services
Massachusetts
$374K +$384K +2,786 New
CIAS
4789
CBIZ Investment Advisory Services
Ohio
$373K +$24.1K +175 +7%
IDBONY
4790
Israel Discount Bank of New York
New York
$373K -$8.55K -62 -2%
HWA
4791
Hillcrest Wealth Advisors
New Jersey
$373K -$2.21K -16 -0.6%
NPI
4792
New Perspectives Inc
Mississippi
$372K +$140K +1,013 +58%
CAIM
4793
Catherine Avery Investment Management
Florida
$372K +$382K +2,770 New
CC
4794
Climber Capital
Switzerland
$371K +$381K +2,766 New
FAC
4795
Financial Advisory Corporation
Michigan
$371K +$380K +2,760 New
5SA
4796
5th Street Advisors
Connecticut
$370K -$44.5K -323 -10%
MAWAG
4797
Mid-American Wealth Advisory Group
Missouri
$368K +$65.1K +472 +21%
LG
4798
LaFleur & Godfrey
Michigan
$366K -$79.3K -575 -17%
MWP
4799
MYCIO Wealth Partners
Pennsylvania
$365K -$22.1K -160 -6%
RWP
4800
Reliant Wealth Planning
Kentucky
$365K -$16.3K -118 -4%
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192
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