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Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
2376
Lloyd Advisory Services
Georgia
$42K – – –
LWM
2377
Liberty Wealth Management
California
$41K -$4.77K -23 -12%
AWM
2378
Avondale Wealth Management
Texas
$35K – – –
ICM
2379
Islay Capital Management
Texas
$35K – – –
MHR
2380
Matthew Hamilton Rosenberg
$35K – – –
GSAM
2381
Grant Street Asset Management
Pennsylvania
$35K +$31.1K +150 New
PO
2382
Private Ocean
California
$32K – – –
WLPWM
2383
Walled Lake Planning & Wealth Management
Illinois
$32K – – –
IFAM
2384
Institutional & Family Asset Management
Colorado
$31K – – –
MAM
2385
McCarthy Asset Management
California
$31K +$27.1K +131 New
BAMG
2386
Brand Asset Management Group
Missouri
$30K -$106K -510 -80%
SIAG
2387
Safeguard Investment Advisory Group
California
$30K +$27.1K +131 New
KFS
2388
Kelly Financial Services
Massachusetts
$30K +$15.7K +76 +146%
PH
2389
Pinnacle Holdings
Oklahoma
$29.3K +$5.18K +25 +25%
BEI
2390
Benjamin Edwards Inc
Missouri
$29K +$25.7K +124 New
VCG
2391
Vantage Consulting Group
Virginia
$29K +$25.9K +125 New
DWP
2392
Destiny Wealth Partners
Florida
$27K +$24.2K +117 New
CFFP
2393
Center for Financial Planning
Michigan
$26K – – –
CA
2394
Crewe Advisors
Utah
$26K – – –
JWA
2395
JFS Wealth Advisors
Pennsylvania
$26K +$20.1K +97 +647%
COCM
2396
Charter Oak Capital Management
New Hampshire
$26K +$22.8K +110 New
WAM
2397
Wolverine Asset Management
Illinois
$25K -$45.4K -219 -67%
RBC
2398
Roble Belko & Company
Pennsylvania
$25K – – –
SJIM
2399
St. Johns Investment Management
Florida
$24K +$18.6K +90 +818%
RFWA
2400
RPg Family Wealth Advisory
Massachusetts
$23.4K – – –
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