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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4826
Waterford Advisors
New York
$1.02M – – –
SWP
4827
ShoreHaven Wealth Partners
New Jersey
$1.02M +$10.6K +58 +1%
NWM
4828
Northcape Wealth Management
New York
$1.02M -$550 -3 -0.1%
BWCS
4829
Beirne Wealth Consulting Services
Connecticut
$1.02M -$101K -549 -9%
CLIP
4830
Colter Lewis Investment Partners
Connecticut
$1.02M +$207K +1,128 +24%
CIR
4831
Clear Investment Research
Georgia
$1.02M -$32.3K -176 -3%
WIC
4832
Wilkins Investment Counsel
Massachusetts
$1.02M – – –
IIM
4833
Invariant Investment Management
Pennsylvania
$1.02M -$65.9K -359 -6%
UFPG
4834
United Financial Planning Group
New York
$1.02M +$138K +753 +15%
SFSG
4835
Sound Financial Strategies Group
Mississippi
$1.01M +$230K +1,254 +27%
TI
4836
tru Independence
Oregon
$1.01M +$138K +751 +15%
AA
4837
AF Advisors
California
$1.01M -$1.47K -8 -0.1%
NWP
4838
NerdWallet Wealth Partners
New York
$1.01M -$56.1K -306 -5%
EAM
4839
Eschler Asset Management
United Kingdom
$1.01M -$2.23M -12,148 -68%
LWMNY
4840
Landmark Wealth Management (New York)
New York
$1.01M +$416K +2,269 +65%
AWM
4841
AAF Wealth Management
Massachusetts
$1.01M +$192K +1,047 +22%
SA
4842
SRH Advisors
Kansas
$1.01M – – –
PA
4843
Prossimo Advisors
California
$1M -$612K -3,335 -37%
BI
4844
Bradyco Inc
Massachusetts
$1M -$321K -1,750 -23%
HSG
4845
Helen Stephens Group
Texas
$1M +$78.2K +426 +8%
EFN
4846
Equita Financial Network
Pennsylvania
$1M -$254K -1,387 -19%
RI
4847
RWWM Inc
California
$1M -$382K -2,082 -27%
SA
4848
Skyline Advisors
Washington
$998K +$3.67K +20 +0.4%
CRCM
4849
Crystal Rock Capital Management
Illinois
$997K -$156K -850 -13%
DWM
4850
Defined Wealth Management
Oregon
$996K +$134K +733 +15%
192 193
194
195 196