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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
3651
Heritage Financial Services
Massachusetts
$208K +$166K +516 New
BAM
3652
Byrne Asset Management
New Jersey
$208K +$6.43K +20 +4%
SWMP
3653
Signature Wealth Management Partners
New Jersey
$208K +$166K +516 New
LFASL
3654
Lugano Financial Advisors SA (LFA)
Switzerland
$208K -$82.4K -256 -33%
CCM
3655
Consolidated Capital Management
California
$208K +$166K +515 New
DFP
3656
Defined Financial Planning
California
$208K +$166K +515 New
RA
3657
Rodgers & Associates
Pennsylvania
$208K +$165K +514 New
W
3658
WealthCollab
Washington
$207K -$12.5K -39 -7%
PGAM
3659
Princeton Global Asset Management
New Jersey
$207K +$4.83K +15 +3%
OCPWS
3660
One Charles Private Wealth Services
Massachusetts
$207K +$165K +513 New
RRWA
3661
Rainey & Randall Wealth Advisors
Florida
$207K +$165K +513 New
LSL
3662
Legacy Solutions LLC
Pennsylvania
$207K +$165K +512 New
1WM
3663
1900 Wealth Management
Texas
$206K +$164K +511 New
GW
3664
Griffith & Werner
Georgia
$206K +$164K +509 New
PCS
3665
Private Client Services
Kentucky
$206K +$164K +509 New
FFG
3666
Foundry Financial Group
New Hampshire
$205K +$163K +508 New
AWM
3667
Absher Wealth Management
North Carolina
$205K -$386K -1,199 -70%
HFW
3668
Horizon Family Wealth
Illinois
$205K -$291K -903 -64%
FCMA
3669
Foresight Capital Management Advisors
Michigan
$205K +$163K +507 New
SA
3670
Sylvest Advisors
Texas
$204K +$163K +506 New
AA
3671
Alesco Advisors
New York
$204K +$163K +506 New
IA
3672
IMZ Advisory
Florida
$204K +$163K +506 New
BA
3673
Bluesphere Advisors
Pennsylvania
$204K +$162K +505 New
FIM
3674
FWL Investment Management
Texas
$204K -$11.3K -35 -6%
CCB
3675
Cutter & Co Brokerage
Missouri
$203K +$162K +503 New
145 146
147
148 149