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Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
3476
Walkner Condon Financial Advisors
Wisconsin
$448K +$13.2K +44 +3%
IFA
3477
Index Fund Advisors
California
$447K -$1.8K -6 -0.4%
LWM
3478
LJI Wealth Management
Indiana
$446K – – –
DWS
3479
Discipline Wealth Solutions
South Carolina
$446K +$26.8K +89 +7%
PFA
3480
Pathway Financial Advisors
Vermont
$446K – – –
PCA
3481
Prosperity Capital Advisors
Ohio
$445K +$51.1K +170 +14%
IWM
3482
Iams Wealth Management
Nebraska
$444K -$21.4K -71 -5%
WFA
3483
WestHill Financial Advisors
California
$443K -$14.4K -48 -3%
PVAMC
3484
PPS&V Asset Management Consultants
Michigan
$443K -$4.21K -14 -1%
CCMI
3485
Creative Capital Management Investments
California
$442K -$7.52K -25 -2%
MIM
3486
Martin Investment Management
Florida
$442K – – –
WW
3487
Westshore Wealth
California
$442K +$301 +1 +0.1%
CAWM
3488
Capital A Wealth Management
Pennsylvania
$440K +$418K +1,391 New
AWM
3489
Accel Wealth Management
Iowa
$438K +$1.5K +5 +0.4%
WA
3490
Wealthstream Advisors
New York
$437K +$52K +173 +14%
ELM
3491
Elite Life Management
Florida
$437K -$902 -3 -0.2%
TVAMP
3492
Tennessee Valley Asset Management Partners
Tennessee
$437K -$37.6K -125 -8%
III
3493
Independent Investors Inc
New York
$436K – – –
GCM
3494
Goldstream Capital Management
Hong Kong
$436K -$769K -2,556 -65%
PCA
3495
Peddock Capital Advisors
Massachusetts
$436K – – –
BMM
3496
Berkshire Money Management
Massachusetts
$435K +$414K +1,377 New
SWM
3497
StoneCrest Wealth Management
Arizona
$435K – – –
SGWM
3498
Sterling Group Wealth Management
California
$434K – – –
AA
3499
Armis Advisers
Georgia
$434K +$413K +1,373 New
CHA
3500
Cooper/Haims Advisors
New York
$434K -$24.1K -80 -6%
138 139
140
141 142