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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3101
Meritas Wealth Management
California
$555K – – –
MAM
3102
McCarthy Asset Management
California
$555K +$525K +1,320 New
AWP
3103
Atlas Wealth Partners
Pennsylvania
$555K -$258K -649 -33%
LRWM
3104
Lord & Richards Wealth Management
Colorado
$555K -$35.4K -89 -6%
HWMC
3105
Heritage Wealth Management (California)
California
$554K +$118K +297 +29%
RA
3106
Riverstone Advisors
Texas
$554K +$149K +374 +40%
POIA
3107
Pin Oak Investment Advisors
Texas
$553K +$156K +391 +42%
PRTG
3108
Post Resch Tallon Group
New York
$552K +$17.1K +43 +3%
E
3109
EntreWealth
Texas
$551K +$222K +558 +48%
AWM
3110
Arista Wealth Management
Nevada
$551K -$1.99K -5 -0.4%
EA
3111
Echo45 Advisors
California
$551K -$92.3K -232 -15%
LFG
3112
Lazard Frères Gestion
France
$550K – – –
CP
3113
Cornerstone Planning
North Carolina
$549K +$6.36K +16 +1%
LBC
3114
Lane Brothers & Co
Arizona
$549K +$132K +333 +34%
WP
3115
Wealthspan Partners
Iowa
$548K -$4.77K -12 -0.9%
SIC
3116
SFE Investment Counsel
California
$548K -$20.7K -52 -4%
HIC
3117
Holderness Investments Company
North Carolina
$548K -$436K -1,096 -46%
BCM
3118
Bayesian Capital Management
New York
$547K -$835K -2,100 -62%
DI
3119
Disciplined Investors
Texas
$547K -$51.3K -129 -9%
MCCP
3120
Mission Creek Capital Partners
California
$547K +$25.1K +63 +5%
ELM
3121
Elite Life Management
Florida
$546K -$18.7K -47 -3%
CIC
3122
Chilton Investment Company
Connecticut
$546K – – –
PNC
3123
Point Nemo Capital
Texas
$546K +$516K +1,297 New
CMAI
3124
Capital Management Associates Inc
Minnesota
$545K +$170K +428 +49%
SFG
3125
SevenBridge Financial Group
Pennsylvania
$545K +$7.56K +19 +1%
123 124
125
126 127