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Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
2076
World Equity Group
Illinois
$204K +$180K +2,186 New
AGP
2077
Autumn Glory Partners
Texas
$203K -$86.4K -1,050 -33%
DWM
2078
Daner Wealth Management
Georgia
$203K +$182K +2,214 New
PWM
2079
Pines Wealth Management
North Carolina
$203K +$179K +2,169 New
AGA
2080
Arkos Global Advisors
Texas
$203K +$179K +2,179 New
BC
2081
Bayforest Capital
United Kingdom
$203K -$527K -6,396 -75%
CWG
2082
Crown Wealth Group
North Carolina
$202K +$178K +2,167 New
BWP
2083
Balboa Wealth Partners
Arizona
$202K +$178K +2,165 New
MC
2084
Middleton & Co
Massachusetts
$202K +$178K +2,165 New
WC
2085
Wynn Capital
Georgia
$201K +$177K +2,150 New
SCA
2086
Sandy Cove Advisors
Massachusetts
$200K +$177K +2,148 New
BAM
2087
Berkshire Asset Management
Pennsylvania
$200K +$177K +2,145 New
OWA
2088
Octavia Wealth Advisors
Ohio
$200K +$177K +2,145 New
LHC
2089
Little House Capital
Massachusetts
$200K +$176K +2,144 New
BDPWM
2090
Barnes Dennig Private Wealth Management
Ohio
$199K +$171K +2,082 +4,338%
GKIM
2091
GW&K Investment Management
Massachusetts
$197K +$38.9K +473 +29%
C
2092
Covestor
United Kingdom
$197K +$116K +1,415 +205%
LWCFA
2093
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K +$8.23K +100 +5%
ACM
2094
Adalta Capital Management
New York
$194K -$28.8K -350 -14%
ECM
2095
EMC Capital Management
Texas
$190K – – –
TFIPS
2096
Towarzystwo Funduszy Inwestycyjnych PZU SA
$189K – – –
PWAM
2097
Private Wealth Asset Management
Iowa
$185K +$6.42K +78 +4%
FWA
2098
Flagship Wealth Advisors
Massachusetts
$184K – – –
BCMLT
2099
Beacon Capital Management LLC (Tennessee)
Tennessee
$182K -$12.8K -156 -7%
CAC
2100
Core Alternative Capital
Georgia
$169K – – –
82 83
84
85 86