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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
3851
Boulder Wealth Advisors
Colorado
$272K -$11.1K -25 -4%
HG
3852
Harbor Group
New Hampshire
$271K – – –
HHMI
3853
Howard Hughes Medical Institute
Maryland
$271K +$443 +1 +0.2%
AMPWP
3854
Alvarez & Marsal Private Wealth Partners
Florida
$271K +$267K +603 New
PWM
3855
PTM Wealth Management
United States
$271K – – –
DCM
3856
Dimension Capital Management
Florida
$271K +$887 +2 +0.3%
LEFP
3857
Leading Edge Financial Planning
Tennessee
$271K +$267K +602 New
FIC
3858
Family Investment Center
Missouri
$271K -$1.33K -3 -0.5%
BEC
3859
Blue Edge Capital
Virginia
$271K +$267K +602 New
AFG
3860
Arkansas Financial Group
Arkansas
$271K – – –
QFPS
3861
Quantum Financial Planning Services
Washington
$270K +$66.5K +150 +33%
CFG
3862
CKW Financial Group
Hawaii
$270K – – –
BWM
3863
Blossom Wealth Management
California
$270K – – –
PPA
3864
Pilgrim Partners Asia
Singapore
$270K – – –
SL
3865
Savior LLC
Massachusetts
$270K – – –
WC
3866
Woodstock Corp
Massachusetts
$270K +$6.65K +15 +3%
APC
3867
Aspire Private Capital
North Carolina
$270K +$266K +599 New
AIA
3868
Arbor Investment Advisors
North Carolina
$269K +$29.3K +66 +12%
MKW
3869
Mullaney, Keating & Wright
Connecticut
$269K – – –
AF
3870
Amara Financial
California
$268K – – –
CWA
3871
Clearview Wealth Advisors
Oregon
$268K – – –
FNBOH
3872
First National Bank of Hutchinson
Kansas
$268K – – –
CWA
3873
CJM Wealth Advisers
Virginia
$268K – – –
VW
3874
Veridan Wealth
Oregon
$268K – – –
DAS
3875
Daybright Advisory Services
Florida
$268K +$264K +595 New
153 154
155
156 157