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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2676
GSG Advisors
New Jersey
$217K -$9.25K -228 -4%
PFA
2677
Plotkin Financial Advisors
Maryland
$216K – – –
CWM
2678
CarsonAllaria Wealth Management
Illinois
$216K -$9.01K -222 -4%
SFP
2679
Shepherd Financial Partners
Massachusetts
$216K +$81 +2 +0%
HCP
2680
Holt Capital Partners
Texas
$216K – – –
EFL
2681
ERn Financial LLC
Wisconsin
$216K +$5.35K +132 +3%
AA
2682
Acorns Advisers
California
$216K +$215K +5,307 New
CCW
2683
Coastline Complete Wealth
South Carolina
$216K +$215K +5,303 New
FA
2684
Fermata Advisors
California
$216K +$9.94K +245 +5%
HWA
2685
HHM Wealth Advisors
Tennessee
$216K -$10.1K -250 -5%
CNWM
2686
Clay Northam Wealth Management
California
$215K – – –
S
2687
SharpePoint
Arizona
$215K +$215K +5,289 New
LWM
2688
LeConte Wealth Management
Tennessee
$215K -$25.8K -637 -11%
HGWM
2689
Horst & Graben Wealth Management
Oregon
$215K -$9.09K -224 -4%
PWM
2690
Peak Wealth Management
New Hampshire
$214K +$213K +5,260 New
GWA
2691
Genesis Wealth Advisors
Massachusetts
$214K – – –
MAS
2692
MPWM Advisory Solutions
Georgia
$214K +$21.3K +525 +11%
AA
2693
Aufman Associates
Pennsylvania
$213K – – –
CFG
2694
CKW Financial Group
Hawaii
$213K -$1.01K -25 -0.5%
CSI
2695
Clark & Stuart Inc
Maine
$213K – – –
AWM
2696
Aberdeen Wealth Management
Illinois
$213K -$2.43K -60 -1%
EWM
2697
Evermay Wealth Management
Virginia
$212K +$19.1K +470 +10%
MWM
2698
Melfa Wealth Management
Massachusetts
$212K +$212K +5,216 New
AIA
2699
AIMZ Investment Advisors
California
$212K – – –
JAM
2700
Jupiter Asset Management
United Kingdom
$211K -$27.8M -685,326 -99%
106 107
108
109 110