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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
3526
LifePro Asset Management
California
$259K +$254K +941 New
BWA
3527
BlueSky Wealth Advisors
North Carolina
$258K -$20.5K -76 -7%
SIM
3528
Seaview Investment Managers
Florida
$258K +$254K +940 New
WC
3529
Wynn Capital
Georgia
$258K – – –
TAM
3530
TCP Asset Management
Ohio
$257K +$253K +936 New
KFS
3531
Keynote Financial Services
Connecticut
$257K +$23K +85 +10%
PWA
3532
Phoenix Wealth Advisors
North Carolina
$256K -$54.1K -200 -18%
EMAM
3533
Encompass More Asset Management
California
$256K +$252K +931 New
EPWM
3534
Essex Private Wealth Management
Massachusetts
$256K – – –
LWMT
3535
Legacy Wealth Management (Tennessee)
Tennessee
$255K +$251K +929 New
NA
3536
Nottingham Advisors
New York
$255K -$433K -1,600 -63%
SPI
3537
Sutton Place Investors
New York
$255K +$30K +111 +14%
MP
3538
McDonald Partners
Ohio
$254K – – –
CA
3539
CapWealth Advisors
Tennessee
$254K +$249K +922 New
BA
3540
Bellwether Advisors
Nebraska
$253K -$8.11K -30 -3%
HFS
3541
Howard Financial Services
Texas
$253K +$5.41K +20 +2%
JWWM
3542
Johnson & White Wealth Management
Pennsylvania
$253K +$1.62K +6 +0.7%
LSA
3543
L & S Advisors
California
$253K -$3.95M -14,597 -94%
PWP
3544
Pursue Wealth Partners
California
$252K -$320K -1,183 -56%
SWRP
3545
Summit Wealth & Retirement Planning
California
$252K +$1.62K +6 +0.7%
ACM
3546
Ardent Capital Management
Ohio
$252K – – –
BBWA
3547
Bell & Brown Wealth Advisors
California
$251K -$40.6K -150 -14%
APM
3548
Advanced Portfolio Management
New York
$251K -$214K -791 -46%
GB
3549
Goepper Burkhardt
South Carolina
$251K -$3.24K -12 -1%
EWP
3550
Elevation Wealth Partners
California
$250K – – –
140 141
142
143 144