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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMT
3776
Legacy Wealth Management (Tennessee)
Tennessee
$299K +$5.11K +17 +2%
EM
3777
ELCO Management
New York
$298K – – –
CCM
3778
Carlson Capital Management
Minnesota
$297K +$29.8K +99 +12%
CA
3779
CapWealth Advisors
Tennessee
$297K +$5.71K +19 +2%
WJA
3780
Willis Johnson & Associates
Texas
$297K -$141K -469 -33%
EWP
3781
Elevation Wealth Partners
California
$297K +$9.02K +30 +3%
RRA
3782
Round Rock Advisors
Connecticut
$296K +$53.8K +179 +24%
OC
3783
Optima Capital
Oregon
$296K +$281K +936 New
PWM
3784
Power Wealth Management
Georgia
$296K +$22.6K +75 +9%
HGWM
3785
Horst & Graben Wealth Management
Oregon
$296K -$25.3K -84 -8%
KCP
3786
Kera Capital Partners
California
$295K +$281K +935 New
AF
3787
Affiance Financial
Minnesota
$294K -$6.92K -23 -2%
NA
3788
Nottingham Advisors
New York
$293K – – –
GVCM
3789
Global View Capital Management
Wisconsin
$292K +$280K +930 New
GSC
3790
Ground Swell Capital
South Carolina
$292K +$278K +923 New
HWM
3791
Hobbs Wealth Management
Indiana
$291K +$277K +921 New
TW
3792
Towerpoint Wealth
California
$290K -$25.3K -84 -8%
HWM
3793
Horizon Wealth Management
Illinois
$290K +$4.21K +14 +2%
PWP
3794
Pursue Wealth Partners
California
$290K – – –
SWRP
3795
Summit Wealth & Retirement Planning
California
$290K – – –
BWM
3796
BKM Wealth Management
Wisconsin
$290K +$276K +918 New
JWWM
3797
Johnson & White Wealth Management
Pennsylvania
$290K – – –
AA
3798
Acorns Advisers
California
$290K +$15.3K +51 +6%
ACM
3799
Ardent Capital Management
Ohio
$290K – – –
IAG
3800
Investment Advisory Group
Massachusetts
$289K +$5.41K +18 +2%
150 151
152
153 154