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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
3376
Heartwood Wealth Advisors
Virginia
$329K +$19.4K +56 +8%
NRWA
3377
North Ridge Wealth Advisors
Oregon
$328K – – –
SFP
3378
Sterling Financial Planning
New Jersey
$328K – – –
FNFDCM
3379
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$328K – – –
OCPWS
3380
One Charles Private Wealth Services
Massachusetts
$327K +$20.8K +60 +9%
JWM
3381
Johnson Wealth Management
North Dakota
$327K +$255K +735 New
ATIA
3382
American Trust Investment Advisors
New Hampshire
$326K -$510K -1,471 -67%
BIM
3383
Baldwin Investment Management
Pennsylvania
$326K -$5.2K -15 -2%
DF
3384
Define Financial
California
$326K +$5.2K +15 +2%
CL
3385
CIM LLC
New York
$325K -$131K -377 -34%
EBSAM
3386
Eubel Brady & Suttman Asset Management
Ohio
$325K – – –
CPWM
3387
Cypress Point Wealth Management
Texas
$325K +$1.39K +4 +0.6%
CPC
3388
Cookson Peirce & Co
Pennsylvania
$325K +$253K +730 New
GCP
3389
Gill Capital Partners
Colorado
$324K -$40.2K -116 -14%
FCFC
3390
First Commonwealth Financial Corp
Pennsylvania
$324K +$253K +730 New
FTA
3391
Financial & Tax Architects
Missouri
$324K +$252K +728 New
GAM
3392
GEM Asset Management
Michigan
$324K – – –
LI
3393
LVZ Inc
Michigan
$323K – – –
KNFPWM
3394
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$323K +$5.55K +16 +2%
MC
3395
Matisse Capital
Oregon
$322K +$251K +724 New
DWA
3396
Delap Wealth Advisory
Oregon
$322K – – –
LCM
3397
Liberty Capital Management
Michigan
$322K – – –
BW
3398
Basepoint Wealth
Iowa
$321K -$8.32K -24 -3%
HVIA
3399
Hudson Valley Investment Advisors
New York
$321K -$22.5K -65 -8%
PWM
3400
Puff Wealth Management
New Jersey
$321K +$3.12K +9 +1%
134 135
136
137 138