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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3726
Cura Wealth Advisors
Illinois
$215K -$95.4K -275 -36%
SHA
3727
Seneca House Advisors
Virginia
$215K +$168K +484 New
MPM
3728
Meritage Portfolio Management
Kansas
$215K -$53.4K -154 -24%
PWM
3729
Palumbo Wealth Management
New York
$214K -$20.8K -60 -4%
IIA
3730
Integrity Investment Advisors
Colorado
$214K +$167K +481 New
LWM
3731
Lighthouse Wealth Management
Ohio
$213K +$166K +480 New
ACM
3732
Absolute Capital Management
Pennsylvania
$213K +$166K +479 New
BA
3733
Bluesphere Advisors
Pennsylvania
$213K +$166K +478 New
CA
3734
Crane Advisory
California
$212K +$169K +486 New
FFO
3735
Fiduciary Family Office
Florida
$212K +$165K +476 New
DC
3736
Dahring Cusmano
Michigan
$211K +$165K +475 New
GCWM
3737
Graham Capital Wealth Management
District of Columbia
$211K +$165K +475 New
TWD
3738
True Wealth Design
Ohio
$211K +$44.7K +129 +37%
CWR
3739
Chico Wealth RIA
California
$211K +$164K +474 New
PRRFG
3740
Paul R. Ried Financial Group
Washington
$210K -$59.3K -171 -27%
KIC
3741
Kensington Investment Counsel
California
$210K +$164K +473 New
SWM
3742
SFG Wealth Management
Maryland
$210K +$163K +471 New
EIM
3743
Essex Investment Management
Massachusetts
$209K – – –
AWMNH
3744
Arcadia Wealth Management (New Hampshire)
New Hampshire
$209K +$163K +471 New
HNWA
3745
Henrickson Nauta Wealth Advisors
Michigan
$209K +$163K +471 New
SFG
3746
Snider Financial Group
Washington
$209K +$163K +470 New
HPIA
3747
Hamilton Point Investment Advisors
North Carolina
$209K +$163K +470 New
TWG
3748
The Wealth Group
Minnesota
$209K +$163K +469 New
VWM
3749
VanWeelden Wealth Management
Ohio
$209K +$163K +469 New
SWM
3750
Selective Wealth Management
Virginia
$208K -$276K -795 -62%
148 149
150
151 152