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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1851
Angeles Wealth Management
California
$305K +$7.81K +75 +3%
SFP
1852
Strategic Financial Partners
Oregon
$305K – – –
B
1853
BetterWealth
California
$305K – – –
JAG
1854
Journey Advisory Group
Kentucky
$305K -$21.1K -203 -6%
TWM
1855
Trevian Wealth Management
Massachusetts
$304K +$6.25K +60 +2%
OLVIG
1856
Oliver Lagore Vanvalin Investment Group
Michigan
$303K +$78.7K +756 +35%
CWM
1857
Centric Wealth Management
Illinois
$303K -$5.52K -53 -2%
FG
1858
Foster Group
Iowa
$302K -$11.9K -114 -4%
KFI
1859
Key Financial Inc
Pennsylvania
$302K – – –
RCWM
1860
Royal Capital Wealth Management
Indiana
$302K – – –
STCOSD
1861
Sageworth Trust Company of South Dakota
South Dakota
$302K – – –
PPW
1862
Presilium Private Wealth
Pennsylvania
$302K +$33.1K +318 +12%
DWM
1863
Drive Wealth Management
Utah
$302K -$15.6K -150 -5%
LHC
1864
Little House Capital
Massachusetts
$302K -$543K -5,215 -64%
OWM
1865
Opes Wealth Management
California
$301K +$2.71K +26 +0.9%
PSIWM
1866
Paradigm Strategies in Wealth Management
Minnesota
$301K – – –
IP
1867
Investment Partners
Ohio
$301K -$113K -1,081 -27%
SPWM
1868
Schrum Private Wealth Management
Florida
$301K – – –
BWM
1869
Baystate Wealth Management
Massachusetts
$301K +$24.5K +235 +9%
AAS
1870
Annex Advisory Services
Wisconsin
$301K -$7.7K -74 -2%
AWAP
1871
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$301K -$416 -4 -0.1%
ZAM
1872
Zevin Asset Management
Massachusetts
$300K -$23.4K -225 -7%
SWA
1873
ShankerValleau Wealth Advisors
Illinois
$300K – – –
PWA
1874
Physician Wealth Advisors
Utah
$300K +$104 +1 +0%
KCM
1875
Kanawha Capital Management
Virginia
$299K -$17.5K -168 -6%
73 74
75
76 77