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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
3126
Atlas Wealth Partners
Pennsylvania
$555K -$258K -649 -33%
LRWM
3127
Lord & Richards Wealth Management
Colorado
$555K -$35.4K -89 -6%
HWMC
3128
Heritage Wealth Management (California)
California
$554K +$118K +297 +29%
RA
3129
Riverstone Advisors
Texas
$554K +$149K +374 +40%
POIA
3130
Pin Oak Investment Advisors
Texas
$553K +$156K +391 +42%
PRTG
3131
Post Resch Tallon Group
New York
$552K +$17.1K +43 +3%
E
3132
EntreWealth
Texas
$551K +$222K +558 +48%
AWM
3133
Arista Wealth Management
Nevada
$551K -$1.99K -5 -0.4%
EA
3134
Echo45 Advisors
California
$551K -$92.3K -232 -15%
LFG
3135
Lazard Frères Gestion
France
$550K – – –
CP
3136
Cornerstone Planning
North Carolina
$549K +$6.36K +16 +1%
LBC
3137
Lane Brothers & Co
Arizona
$549K +$132K +333 +34%
WP
3138
Wealthspan Partners
Iowa
$548K -$4.77K -12 -0.9%
SIC
3139
SFE Investment Counsel
California
$548K -$20.7K -52 -4%
HIC
3140
Holderness Investments Company
North Carolina
$548K -$436K -1,096 -46%
CPL
3141
Capital & Planning LLC
Georgia
$547K +$33.4K +84 +7%
BCM
3142
Bayesian Capital Management
New York
$547K -$835K -2,100 -62%
DI
3143
Disciplined Investors
Texas
$547K -$51.3K -129 -9%
MCCP
3144
Mission Creek Capital Partners
California
$547K +$25.1K +63 +5%
ELM
3145
Elite Life Management
Florida
$546K -$18.7K -47 -3%
CIC
3146
Chilton Investment Company
Connecticut
$546K – – –
PNC
3147
Point Nemo Capital
Texas
$546K +$516K +1,297 New
CMAI
3148
Capital Management Associates Inc
Minnesota
$545K +$170K +428 +49%
SFG
3149
SevenBridge Financial Group
Pennsylvania
$545K +$7.56K +19 +1%
LWA
3150
LifeGoal Wealth Advisors
New York
$545K +$161K +406 +46%
124 125
126
127 128