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Name Holding Trade Value Shares
Change 		Change in
Stake
HBCM
5276
Heron Bay Capital Management
Michigan
$662K +$147K +715 +28%
NEPPG
5277
New England Professional Planning Group
Rhode Island
$660K -$35K -170 -5%
FAM
5278
Frontier Asset Management
Wyoming
$660K -$90.5K -440 -12%
FPW
5279
Flywheel Private Wealth
California
$653K – – –
RCG
5280
Ridge Creek Global
Ohio
$651K – – –
HAS
5281
Holland Advisory Services
Florida
$651K +$254K +1,235 +61%
CWM
5282
Copia Wealth Management
Oregon
$651K +$511K +2,483 +323%
FWM
5283
ForthRight Wealth Management
Georgia
$650K +$144K +700 +27%
PBK
5284
Peoples Bank (Kansas)
Kansas
$649K +$31.3K +152 +5%
SWM
5285
Schwallier Wealth Management
Michigan
$649K – – –
AL
5286
ARWA LLC
Texas
$647K -$515K -2,504 -45%
IAA
5287
Ironsides Asset Advisors
North Carolina
$646K -$147K -715 -18%
ACM
5288
Appalachian Capital Management
Ohio
$646K +$822 +4 +0.1%
EI
5289
EDMP Inc
Florida
$646K +$167K +812 +34%
AWMI
5290
Aegis Wealth Management (Iowa)
Iowa
$645K +$192K +933 +41%
APW
5291
Axim Planning & Wealth
Ohio
$644K -$12.1K -59 -2%
GFG
5292
GR Financial Group
Arizona
$641K +$87K +423 +15%
APM
5293
a16z Perennial Management
California
$640K -$6.99M -34,015 -91%
TC
5294
Town Capital
Maryland
$640K -$46.7K -227 -7%
PFSC
5295
Peoples Financial Services Corp
Pennsylvania
$640K -$62.7K -305 -9%
MC
5296
Marest Capital
California
$640K +$1.85K +9 +0.3%
ADMI
5297
Albert D. Mason Inc
Massachusetts
$639K +$1.65K +8 +0.3%
GHA
5298
Good Harbor Advisors
Massachusetts
$639K +$101K +490 +18%
FA
5299
Financial Alternatives
California
$639K +$131K +636 +25%
HFG
5300
Harborfront Financial Group
Michigan
$639K +$656K +3,191 New
210 211
212
213 214