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Name Holding Trade Value Shares
Change 		Change in
Stake
NPAN
2726
Northeast Planning Associates NH
New Hampshire
$211K +$194K +4,660 New
TIA
2727
Trust Investment Advisors
Indiana
$211K +$194K +4,657 New
PHIC
2728
Pine Haven Investment Counsel
Massachusetts
$211K -$15.3K -368 -7%
LFP
2729
Lakeshore Financial Planning
Michigan
$210K +$193K +4,635 New
PIA
2730
Powell Investment Advisors
Florida
$210K +$193K +4,627 New
LOIP
2731
Live Oak Investment Partners
Texas
$209K +$192K +4,610 New
CWM
2732
Calamos Wealth Management
Illinois
$209K +$192K +4,606 New
WCF
2733
West Coast Financial
California
$209K +$192K +4,601 New
MFT
2734
Moisand Fitzgerald Tamayo
Florida
$209K – – –
JWS
2735
Juncture Wealth Strategies
Arizona
$209K +$191K +4,600 New
WWA
2736
Wingate Wealth Advisors
Massachusetts
$206K +$1.08K +26 +0.6%
CWM
2737
Connecticut Wealth Management
Connecticut
$206K +$189K +4,544 New
SCA
2738
Sandy Cove Advisors
Massachusetts
$206K +$189K +4,544 New
OWA
2739
One Wealth Advisors
California
$206K +$189K +4,539 New
CCM
2740
Crew Capital Management
Ohio
$206K +$189K +4,538 New
SRWM
2741
Shira Ridge Wealth Management
California
$206K +$189K +4,532 New
GWA
2742
Gratus Wealth Advisors
Virginia
$205K +$189K +4,529 New
TCOTS
2743
Trust Company of the South
North Carolina
$205K +$188K +4,526 New
YDMI
2744
Y.D. More Investments
Israel
$205K +$6.7K +161 +4%
GHA
2745
Granite Harbor Advisors
Texas
$205K +$188K +4,517 New
WC
2746
Westhampton Capital
North Carolina
$205K +$188K +4,515 New
SWTS
2747
Stonehaven Wealth & Tax Solutions
Wisconsin
$204K +$188K +4,507 New
SWIM
2748
Smallwood Wealth Investment Management
New Jersey
$204K -$32.7K -786 -15%
HFA
2749
High Falls Advisors
New York
$204K +$187K +4,496 New
PJWM
2750
Philip James Wealth Mangement
Georgia
$204K +$187K +4,493 New
108 109
110
111 112