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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3926
Bravera Wealth
North Dakota
$342K +$333K +976 New
SHF
3927
Stage Harbor Financial
Massachusetts
$342K -$12.3K -36 -4%
PAM
3928
Pegasus Asset Management
New York
$341K -$36.8K -108 -10%
ST
3929
Sageworth Trust
Pennsylvania
$340K -$2.95M -8,657 -90%
BBWA
3930
Bell & Brown Wealth Advisors
California
$340K +$6.81K +20 +2%
BWM
3931
Birchcreek Wealth Management
Ohio
$340K -$8.86K -26 -3%
KFS
3932
Kelly Financial Services
Massachusetts
$340K -$2.04K -6 -0.6%
TF
3933
Tenzing Financial
Virginia
$340K +$330K +968 New
KA
3934
Kercheville Advisors
Texas
$339K – – –
CW
3935
Cedarwood Wealth
Colorado
$339K +$352K +1,033 New
MA
3936
MKT Advisors
California
$338K -$4.09K -12 -1%
HC
3937
Headland Capital
South Carolina
$338K – – –
HWA
3938
Hilltop Wealth Advisors
North Carolina
$338K -$5.79K -17 -2%
MWM
3939
Melfa Wealth Management
Massachusetts
$338K +$5.79K +17 +2%
SC
3940
Summa Corp
Texas
$338K – – –
WWMP
3941
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$337K +$328K +962 New
FSA
3942
Franklin Street Advisors
North Carolina
$337K +$4.09K +12 +1%
WJA
3943
Willis Johnson & Associates
Texas
$336K +$9.2K +27 +3%
PAM
3944
Prodigy Asset Management
Nebraska
$336K – – –
HWMG
3945
Hurlow Wealth Management Group
Indiana
$336K -$341 -1 -0.1%
MPW
3946
Magnolia Private Wealth
Pennsylvania
$336K +$341 +1 +0.1%
WC
3947
Wynn Capital
Georgia
$336K -$13.3K -39 -4%
DG
3948
DMC Group
Alabama
$336K -$51.1K -150 -14%
P
3949
Palladiem
Pennsylvania
$335K +$323K +947 New
EWM
3950
Endowment Wealth Management
Wisconsin
$335K -$6.47K -19 -2%
156 157
158
159 160