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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2226
Prentice Wealth Management
New York
$340K +$37.9K +194 +11%
EB
2227
Emprise Bank
Kansas
$340K +$378K +1,933 New
PWSG
2228
Pacific Wealth Strategies Group
California
$339K +$102K +520 +37%
ACM
2229
Arcataur Capital Management
Wisconsin
$339K -$6.45K -33 -2%
GA
2230
Gateway Advisory
New Jersey
$338K +$53.9K +276 +17%
PFA
2231
Pathway Financial Advisors
Vermont
$337K -$20.3K -104 -5%
MA
2232
MBA Advisors
Pennsylvania
$336K +$374K +1,913 New
NERM
2233
New England Research & Management
Illinois
$336K – – –
CA
2234
Cornerstone Advisory
Maryland
$336K -$11.9K -61 -3%
TWP
2235
Total Wealth Planning
Ohio
$335K -$3.13K -16 -0.8%
SC
2236
Schubert & Co
Texas
$335K -$2.93K -15 -0.8%
EA
2237
Eudaimonia Advisors
Tennessee
$335K +$57.8K +296 +18%
LWM
2238
Lodestone Wealth Management
Washington
$335K +$59.2K +303 +19%
CPG
2239
Cornerstone Planning Group
New Jersey
$334K +$37.3K +191 +12%
CHA
2240
Cooper/Haims Advisors
New York
$333K +$72.7K +372 +24%
GSIS
2241
Global Strategic Investment Solutions
Arizona
$332K +$33K +169 +10%
SICM
2242
Sustainable Insight Capital Management
New York
$332K -$39.1K -200 -10%
OFS
2243
Orrstown Financial Services
Pennsylvania
$332K +$60.6K +310 +20%
LL
2244
LPWM LLC
Minnesota
$332K +$172K +882 +84%
RSC
2245
Red Spruce Capital
Pennsylvania
$331K +$103K +529 +39%
IBOK
2246
Independence Bank of Kentucky
Kentucky
$331K -$12.7K -65 -3%
AWM
2247
Activest Wealth Management
Florida
$330K +$129K +660 +54%
VLC
2248
Van Leeuwen & Company
New Jersey
$330K -$55.9K -286 -13%
VCM
2249
Versant Capital Management
Arizona
$330K -$6.25K -32 -2%
MWA
2250
Muirfield Wealth Advisors
North Carolina
$330K – – –
88 89
90
91 92