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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2551
Barlow Wealth Partners
Kentucky
$215K +$216K +8,100 New
GWM
2552
Glass Wealth Management
Texas
$215K +$198K +7,400 New
TWA
2553
Trace Wealth Advisors
California
$214K +$197K +7,370 New
MSWM
2554
Master's Wealth Management
Pennsylvania
$213K +$196K +7,355 New
LCC
2555
Lincoln Capital Corp
Rhode Island
$213K +$196K +7,350 New
4WM
2556
49 Wealth Management
Texas
$213K +$196K +7,348 New
JDLA
2557
J. Derek Lewis & Associates
California
$213K +$196K +7,346 New
DAC
2558
Dutch Asset Corp
New York
$213K +$196K +7,342 New
SWM
2559
Shakespeare Wealth Management
Wisconsin
$213K +$196K +7,337 New
OFG
2560
Oxford Financial Group
Indiana
$213K -$41.5K -1,552 -17%
MAC
2561
Mason & Associates (California)
California
$213K -$21.4K -800 -10%
GA
2562
GSG Advisors
New Jersey
$212K +$196K +7,322 New
WTB
2563
Washington Trust Bank
Washington
$212K +$195K +7,309 New
BI
2564
Beckerman Institutional
New Jersey
$212K +$195K +7,298 New
PCH
2565
PGIM Custom Harvest
New Jersey
$212K +$195K +7,298 New
CCA
2566
Cadent Capital Advisors
Oklahoma
$211K -$50.2K -1,878 -21%
TAM
2567
Trillium Asset Management
Massachusetts
$210K +$194K +7,261 New
BWP
2568
BlueStem Wealth Partners
Minnesota
$210K +$193K +7,232 New
NPT
2569
Nixon Peabody Trust
Massachusetts
$210K +$193K +7,232 New
SWP
2570
ShoreHaven Wealth Partners
New Jersey
$209K -$47.1K -1,763 -20%
WAS
2571
Westco Advisory Services
New York
$209K +$192K +7,204 New
BHWA
2572
Beacon Harbor Wealth Advisors
Virginia
$209K +$192K +7,202 New
CPR
2573
CSU Producer Resources
Ohio
$209K – – –
PWM
2574
Pines Wealth Management
North Carolina
$209K +$192K +7,198 New
MWA
2575
Motive Wealth Advisors
Michigan
$209K +$192K +7,195 New
101 102
103
104 105