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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1901
44 Wealth Management
Oregon
$720K -$209K -4,501 -24%
BIAS
1902
Beacon Investment Advisory Services
New Jersey
$720K -$35K -756 -5%
MWM
1903
Mascoma Wealth Management
New Hampshire
$720K +$62.5K +1,349 +10%
DAM
1904
Directional Asset Management
Illinois
$720K -$47.5K -1,025 -7%
FWA
1905
FSM Wealth Advisors
Ohio
$718K +$26K +560 +4%
BOH
1906
Bank of Hawaii
Hawaii
$716K -$393K -8,469 -37%
CCM
1907
CFO Capital Management
Connecticut
$715K +$61K +1,316 +10%
SOAM
1908
SBI Okasan Asset Management
Japan
$714K – – –
HA
1909
Huntleigh Advisors
Missouri
$712K +$134K +2,885 +26%
CPWA
1910
Cerro Pacific Wealth Advisors
California
$712K -$92.5K -1,996 -12%
AG
1911
AmeriFlex Group
Nevada
$711K -$100K -2,158 -13%
NFA
1912
Northern Financial Advisors
Michigan
$711K +$338K +7,289 +106%
VWM
1913
Venturi Wealth Management
Texas
$707K -$674K -14,549 -51%
IP
1914
Indivisible Partners
Florida
$707K +$144K +3,109 +28%
TWP
1915
Triad Wealth Partners
Kansas
$703K +$70K +1,510 +12%
KSB
1916
Kennebec Savings Bank
Maine
$702K +$85.9K +1,853 +15%
CCP
1917
Cane Capital Partners
Louisiana
$701K -$243K -5,247 -27%
WC
1918
Wolfstich Capital
Massachusetts
$700K +$645K +13,917 New
FPL
1919
Fortress Private Ledger
North Carolina
$700K -$8.67K -187 -1%
HWM
1920
Horizon Wealth Management
Illinois
$700K +$4.17K +90 +0.7%
CWM
1921
Chesapeake Wealth Management
Virginia
$699K -$18.5K -400 -3%
FFA
1922
Fragasso Financial Advisors
Pennsylvania
$699K -$84.6K -1,826 -11%
MPWS
1923
McCarter Private Wealth Services
Massachusetts
$698K +$94.2K +2,032 +17%
EHWM
1924
Eads & Heald Wealth Management
Georgia
$696K +$34.1K +735 +6%
GFG
1925
Goldstone Financial Group
Illinois
$694K -$168K -3,615 -21%
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77
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