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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2551
Burt Wealth Advisors
Maryland
$332K – – –
ER
2552
Enlightenment Research
Florida
$331K -$1.36M -25,700 -80%
TW
2553
Towerpoint Wealth
California
$331K -$60.3K -1,139 -15%
CHP
2554
Cable Hill Partners
Oregon
$331K +$140K +2,640 +68%
WCM
2555
Wedge Capital Management
North Carolina
$330K -$13.7M -258,503 -98%
DCM
2556
Dimension Capital Management
Florida
$330K -$62.5K -1,180 -15%
CIAS
2557
CBIZ Investment Advisory Services
Ohio
$330K +$55.5K +1,047 +19%
DG
2558
DMC Group
Alabama
$329K -$84.2K -1,589 -20%
CFG
2559
Cooper Financial Group
California
$329K +$33.3K +628 +11%
FZCM
2560
Flynn Zito Capital Management
New York
$328K -$26.6K -502 -7%
SWIM
2561
Smallwood Wealth Investment Management
New Jersey
$327K +$13.9K +262 +4%
PGWM
2562
Parisi Gray Wealth Management
New Jersey
$326K +$1.8K +34 +0.5%
EM
2563
ELCO Management
New York
$323K -$2.81K -53 -0.8%
LFA
2564
Landmark Financial Advisors
Kentucky
$323K +$38.1K +720 +13%
CCM
2565
Crabel Capital Management
California
$323K +$336K +6,347 New
AP
2566
Atwood & Palmer
Missouri
$322K – – –
CFG
2567
Carter Financial Group
Illinois
$322K +$335K +6,318 New
HWMG
2568
Hurlow Wealth Management Group
Indiana
$321K -$24.9K -471 -7%
CWP
2569
Curated Wealth Partners
California
$321K – – –
GA
2570
GFS Advisors
Texas
$321K – – –
KC
2571
Kenfarb & Co
Kentucky
$321K – – –
MAC
2572
Mason & Associates (California)
California
$321K +$334K +6,299 New
CNB
2573
Camden National Bank
Maine
$320K -$82.3K -1,553 -20%
HFS
2574
Heritage Financial Services
Massachusetts
$320K +$7.95K +150 +2%
AWM
2575
Aprio Wealth Management
Georgia
$319K +$121K +2,289 +58%
101 102
103
104 105