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Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
3501
Harvest Investment Services
Illinois
$483K +$32.8K +94 +7%
SGWM
3502
Sterling Group Wealth Management
California
$483K -$4.53K -13 -0.9%
RFO
3503
RiverGlades Family Offices
Florida
$483K +$474K +1,360 New
FP
3504
Financial Perspectives
Minnesota
$480K – – –
AWS
3505
Arkfeld Wealth Strategies
Nebraska
$480K +$34.9K +100 +8%
FBFS
3506
First Business Financial Services
Wisconsin
$480K – – –
CA
3507
CSM Advisors
Pennsylvania
$480K +$8.71K +25 +2%
RA
3508
Rise Advisors
New York
$479K +$14.3K +41 +3%
SWM
3509
StoneCrest Wealth Management
Arizona
$478K -$10.1K -29 -2%
MWM
3510
MBE Wealth Management
Wisconsin
$478K +$20.6K +59 +5%
CWAF
3511
Core Wealth Advisors (Florida)
Florida
$477K +$189K +541 +67%
OCPWS
3512
One Charles Private Wealth Services
Massachusetts
$477K +$47.4K +136 +11%
WCP
3513
Wealthcare Capital Partners
Pennsylvania
$476K +$16K +46 +4%
KFA
3514
Krane Funds Advisors
New York
$476K -$139K -399 -23%
HIG
3515
Heritage Investment Group
Florida
$476K – – –
SGI
3516
Summit Global Investments
Utah
$474K +$234K +671 +101%
FC
3517
Financial Council
Maryland
$473K – – –
MJP
3518
Michael J. Puzo
$472K -$315K -905 -40%
GC
3519
Gibson Capital
Pennsylvania
$472K -$102K -292 -18%
AWM
3520
Aberdeen Wealth Management
Illinois
$471K – – –
FWP
3521
Fiduciary Wealth Partners
Massachusetts
$470K +$377K +1,081 +445%
NWM
3522
Nova Wealth Management
Florida
$470K -$100K -287 -18%
CCP
3523
Carmel Capital Partners
California
$469K +$127K +364 +38%
SCG
3524
Sonata Capital Group
Washington
$469K +$25.8K +74 +6%
LWM
3525
LJI Wealth Management
Indiana
$466K -$34.9K -100 -7%
139 140
141
142 143