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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
4826
Human Investing
Oregon
$286K -$19.6K -155 -6%
CWM
4827
Core Wealth Management
Florida
$286K – – –
AA
4828
AJ Advisors
Tennessee
$286K +$33K +260 +11%
CAIM
4829
Catherine Avery Investment Management
Florida
$286K -$16.9K -133 -5%
SPA
4830
Sentinel Pension Advisors
Massachusetts
$286K +$61K +481 +22%
LWM
4831
Level Wealth Management
North Carolina
$286K +$17.1K +135 +5%
FW
4832
Fairway Wealth
Ohio
$284K – – –
GPW
4833
Gentry Private Wealth
Kansas
$284K +$332K +2,617 New
RG
4834
Renaissance Group
Kentucky
$282K – – –
BCM
4835
Buckhead Capital Management
Georgia
$282K -$30.5K -241 -8%
HCP
4836
Hardin Capital Partners
South Carolina
$282K -$13.7K -108 -4%
IFA
4837
Independence Financial Advisors
New Hampshire
$281K +$329K +2,596 New
EF
4838
Exeter Financial
Arizona
$281K +$887 +7 +0.3%
EWM
4839
Echo Wealth Management
Minnesota
$281K +$72.9K +575 +29%
ATIA
4840
American Trust Investment Advisors
New Hampshire
$281K -$86.2K -680 -21%
TA
4841
Tectonic Advisors
Texas
$279K +$131K +1,032 +67%
WHCFA
4842
William Howard & Co Financial Advisors
Tennessee
$279K +$56.3K +444 +21%
PAG
4843
Powers Advisory Group
Illinois
$278K +$74.8K +590 +30%
GP
4844
Greenline Partners
New York
$277K +$188K +1,480 +137%
NWM
4845
Navigoe Wealth Management
California
$277K -$545K -4,298 -63%
SPP
4846
Single Point Partners
Massachusetts
$277K -$277K -2,185 -46%
BAWM
4847
Bennett Associates Wealth Management
Pennsylvania
$276K +$13.2K +104 +4%
AC
4848
Annandale Capital
Texas
$276K -$38.5K -304 -11%
GCWM
4849
Graham Capital Wealth Management
District of Columbia
$275K +$80.7K +637 +34%
FWMM
4850
Foundation Wealth Management (Missouri)
Missouri
$274K +$38K +300 +13%
192 193
194
195 196