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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2276
Pallas Capital Advisors
Massachusetts
$295K -$41.5K -1,173 -13%
NFA
2277
Northwest Financial Advisors
Virginia
$295K +$277K +7,832 New
BAM
2278
Byrne Asset Management
New Jersey
$295K -$18.1K -512 -6%
RWP
2279
Revolve Wealth Partners
New Jersey
$295K -$2.19K -62 -0.8%
BWG
2280
Beta Wealth Group
California
$295K -$2.77M -78,242 -91%
WAG
2281
Wiser Advisor Group
Arizona
$295K +$276K +7,812 New
MPCG
2282
Matrix Private Capital Group
New York
$294K +$276K +7,807 New
IWM
2283
Integris Wealth Management
California
$294K +$276K +7,800 New
OCM
2284
Orion Capital Management
California
$294K -$35.4K -1,000 -11%
EFA
2285
Evernest Financial Advisors
Indiana
$294K +$276K +7,791 New
MWC
2286
MBM Wealth Consultants
Missouri
$293K +$6.79K +192 +3%
FDDB
2287
Fidelity D&D Bancorp
Pennsylvania
$293K -$59.2K -1,672 -18%
JC
2288
Jentner Corp
Ohio
$293K +$849 +24 +0.3%
RTC
2289
Riverview Trust Company
Washington
$293K -$27.4K -774 -9%
EW
2290
Element Wealth
Mississippi
$292K +$274K +7,756 New
MWM
2291
Merriman Wealth Management
Washington
$292K +$9.13K +258 +3%
BG
2292
Benedetti & Gucer
Georgia
$291K +$12.9K +366 +5%
ECM
2293
Exchange Capital Management
Michigan
$290K +$39.6K +1,118 +17%
SWM
2294
SFG Wealth Management
Maryland
$290K +$106 +3 +0%
EA
2295
Eudaimonia Advisors
Tennessee
$290K -$101K -2,860 -27%
GG
2296
Gleason Group
Kentucky
$290K -$86.9K -2,456 -24%
CPA
2297
Clear Point Advisors
New York
$290K +$272K +7,679 New
SEIA
2298
Signature Estate & Investment Advisors
California
$289K +$271K +7,646 New
LCM
2299
Leisure Capital Management
California
$289K -$1.19M -33,558 -81%
FI
2300
Finivi Inc
Massachusetts
$289K +$271K +7,653 New
90 91
92
93 94