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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
3051
Divergent Planning
Maryland
$275K – – –
GJIA
3052
Glass Jacobson Investment Advisors
Maryland
$275K +$267K +1,323 New
LL
3053
LWMG LLC
Minnesota
$274K +$266K +1,321 New
MWA
3054
Motive Wealth Advisors
Michigan
$273K -$1.01K -5 -0.4%
ZIMP
3055
Zimmermann Investment Management & Planning
Pennsylvania
$273K – – –
CPCM
3056
Cardinal Point Capital Management
Ontario, Canada
$273K +$265K +1,312 New
CPWMP
3057
Cardinal Point Wealth Management Partners
California
$273K +$265K +1,312 New
WWP
3058
Waypoint Wealth Partners
California
$272K -$17.7K -88 -6%
LFG
3059
Lockerman Financial Group
California
$271K +$263K +1,305 New
BWM
3060
BCS Wealth Management
Tennessee
$270K – – –
DWM
3061
Defined Wealth Management
Oregon
$270K – – –
BFM
3062
Boothbay Fund Management
New York
$269K -$198K -980 -43%
CIC
3063
Cutler Investment Counsel
Oregon
$269K -$3.02K -15 -1%
AWAP
3064
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$269K -$2.02K -10 -0.8%
CC
3065
Callan Capital
California
$268K -$30.5K -151 -10%
HWA
3066
HHM Wealth Advisors
Tennessee
$268K -$2.62K -13 -1%
MAWA
3067
Moss Adams Wealth Advisors
Washington
$268K +$260K +1,290 New
CB
3068
Centennial Bank
Arkansas
$267K +$259K +1,285 New
AFS
3069
Annapolis Financial Services
Maryland
$267K -$3.83K -19 -1%
HBWM
3070
Hollow Brook Wealth Management
New York
$267K -$202K -1,000 -44%
PWM
3071
PRW Wealth Management
Massachusetts
$266K – – –
LWM
3072
LJI Wealth Management
Indiana
$265K +$257K +1,275 New
CCG
3073
Coastwise Capital Group
California
$264K +$202 +1 +0.1%
FCCM
3074
First City Capital Management
Georgia
$264K +$13.7K +68 +6%
CMS
3075
Capital Market Strategies
Florida
$263K -$20.2K -100 -7%
121 122
123
124 125