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Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
2151
Patrick M. Sweeney & Associates
Illinois
$379K +$23.3K +578 +7%
PWA
2152
Provenance Wealth Advisors
Florida
$379K -$17.5K -434 -5%
LWM
2153
LongView Wealth Management
Georgia
$377K -$725 -18 -0.2%
PAA
2154
Peregrine Asset Advisers
Oregon
$377K -$11.4K -283 -3%
BFO
2155
Biltmore Family Office
North Carolina
$375K – – –
CT
2156
Coastline Trust
Rhode Island
$375K – – –
PWM
2157
Paulson Wealth Management
Illinois
$375K +$2.14K +53 +0.6%
ATFA
2158
All Terrain Financial Advisors
Minnesota
$375K +$564 +14 +0.2%
PGWM
2159
Pitti Group Wealth Management
New York
$375K +$1.57K +39 +0.4%
BWA
2160
Blodgett Wealth Advisors
California
$375K -$10.8K -268 -3%
CHP
2161
Cable Hill Partners
Oregon
$375K -$65.8K -1,632 -15%
MMM
2162
Mendel Money Management
Illinois
$375K -$57.8K -1,435 -14%
RZH
2163
Relyea Zuckerberg Hanson
Connecticut
$374K +$39.3K +974 +12%
SWP
2164
Significant Wealth Partners
Illinois
$373K +$92.9K +2,304 +34%
EBT
2165
Enterprise Bank & Trust
Massachusetts
$371K -$26.1K -647 -7%
QIM
2166
Quest Investment Management
Oregon
$371K – – –
NAMNJ
2167
NorthStar Asset Management (New Jersey)
New Jersey
$371K -$15.2K -376 -4%
SFG
2168
Socha Financial Group
New York
$371K -$38.3K -950 -10%
CA
2169
Crewe Advisors
Utah
$370K +$59.3K +1,472 +20%
EW
2170
Element Wealth
Mississippi
$370K +$96.4K +2,393 +36%
MWA
2171
Meridian Wealth Advisors
Texas
$370K +$34.7K +861 +11%
CMI
2172
Clare Market Investments
Texas
$370K -$312K -7,729 -46%
HFS
2173
Heritage Financial Services
Massachusetts
$369K +$156K +3,867 +76%
LGWM
2174
Litman Gregory Wealth Management
California
$369K -$33.6K -834 -9%
S
2175
Sachetta
Massachusetts
$369K +$3.71K +92 +1%
85 86
87
88 89