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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2976
E-Wealth Partners
Minnesota
$670K +$660K +1,489 New
RBC
2977
Romano Brothers & Co
Illinois
$670K -$76.2K -172 -10%
GWAG
2978
Garrett Wealth Advisory Group
Texas
$669K – – –
BWM
2979
BAM Wealth Management
Colorado
$668K +$38.1K +86 +6%
ECM
2980
EMC Capital Management
Texas
$668K +$88.7K +200 +15%
EWA
2981
Encompass Wealth Advisors
Oregon
$668K -$43.9K -99 -6%
BWM
2982
Base Wealth Management
Florida
$668K +$73.6K +166 +13%
GSC
2983
Ground Swell Capital
South Carolina
$667K +$658K +1,484 New
KWA
2984
Kellett Wealth Advisors
Ohio
$666K +$19.9K +45 +3%
GFG
2985
GR Financial Group
Arizona
$666K +$4.43K +10 +0.7%
CP
2986
Cornerstone Planning
North Carolina
$665K +$677K +1,528 New
LWA
2987
Lantern Wealth Advisors
New York
$664K +$49.2K +111 +8%
AMM
2988
American Money Management
California
$664K +$89.5K +202 +16%
KWA
2989
Kondo Wealth Advisors
California
$663K +$2.66K +6 +0.4%
HBS
2990
Howard Bailey Securities
Indiana
$662K +$147K +331 +29%
SWM
2991
SK Wealth Management
Rhode Island
$662K -$20.8K -47 -3%
WA
2992
WPG Advisers
Maryland
$662K +$60.7K +137 +10%
SIM
2993
SSI Investment Management
California
$662K – – –
AW
2994
Atlas Wealth
Ohio
$662K -$43.9K -99 -6%
PCMU
2995
Paragon Capital Management (Utah)
Utah
$661K -$75.8K -171 -10%
TAFW
2996
Tred Avon Family Wealth
Maryland
$661K – – –
NFG
2997
Norris Financial Group
South Carolina
$659K – – –
HOWA
2998
Heritage Oak Wealth Advisors
Florida
$658K -$518K -1,169 -44%
DSAM
2999
Dock Street Asset Management
Florida
$658K -$3.99K -9 -0.6%
RT
3000
Rockland Trust
Massachusetts
$658K -$39.5K -89 -6%
118 119
120
121 122