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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3726
Palumbo Wealth Management
New York
$214K -$20.8K -60 -4%
IIA
3727
Integrity Investment Advisors
Colorado
$214K +$167K +481 New
LWM
3728
Lighthouse Wealth Management
Ohio
$213K +$166K +480 New
ACM
3729
Absolute Capital Management
Pennsylvania
$213K +$166K +479 New
BA
3730
Bluesphere Advisors
Pennsylvania
$213K +$166K +478 New
CA
3731
Crane Advisory
California
$212K +$169K +486 New
FFO
3732
Fiduciary Family Office
Florida
$212K +$165K +476 New
DC
3733
Dahring Cusmano
Michigan
$211K +$165K +475 New
GCWM
3734
Graham Capital Wealth Management
District of Columbia
$211K +$165K +475 New
TWD
3735
True Wealth Design
Ohio
$211K +$44.7K +129 +37%
CWR
3736
Chico Wealth RIA
California
$211K +$164K +474 New
PRRFG
3737
Paul R. Ried Financial Group
Washington
$210K -$59.3K -171 -27%
KIC
3738
Kensington Investment Counsel
California
$210K +$164K +473 New
SWM
3739
SFG Wealth Management
Maryland
$210K +$163K +471 New
EIM
3740
Essex Investment Management
Massachusetts
$209K – – –
AWMNH
3741
Arcadia Wealth Management (New Hampshire)
New Hampshire
$209K +$163K +471 New
HNWA
3742
Henrickson Nauta Wealth Advisors
Michigan
$209K +$163K +471 New
SFG
3743
Snider Financial Group
Washington
$209K +$163K +470 New
HPIA
3744
Hamilton Point Investment Advisors
North Carolina
$209K +$163K +470 New
TWG
3745
The Wealth Group
Minnesota
$209K +$163K +469 New
VWM
3746
VanWeelden Wealth Management
Ohio
$209K +$163K +469 New
SWM
3747
Selective Wealth Management
Virginia
$208K -$276K -795 -62%
EWP
3748
Equity Wealth Partners
Missouri
$208K +$162K +468 New
PWM
3749
Partnership Wealth Management
Maryland
$208K +$162K +468 New
KAM
3750
KEB Asset Management
Illinois
$208K +$162K +468 New
148 149
150
151 152