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Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
2276
Northwest Financial Advisors
Virginia
$295K +$277K +7,832 New
BAM
2277
Byrne Asset Management
New Jersey
$295K -$18.1K -512 -6%
RWP
2278
Revolve Wealth Partners
New Jersey
$295K -$2.19K -62 -0.8%
BWG
2279
Beta Wealth Group
California
$295K -$2.77M -78,242 -91%
WAG
2280
Wiser Advisor Group
Arizona
$295K +$276K +7,812 New
MPCG
2281
Matrix Private Capital Group
New York
$294K +$276K +7,807 New
IWM
2282
Integris Wealth Management
California
$294K +$276K +7,800 New
OCM
2283
Orion Capital Management
California
$294K -$35.4K -1,000 -11%
EFA
2284
Evernest Financial Advisors
Indiana
$294K +$276K +7,791 New
MWC
2285
MBM Wealth Consultants
Missouri
$293K +$6.79K +192 +3%
FDDB
2286
Fidelity D&D Bancorp
Pennsylvania
$293K -$59.2K -1,672 -18%
JC
2287
Jentner Corp
Ohio
$293K +$849 +24 +0.3%
RTC
2288
Riverview Trust Company
Washington
$293K -$27.4K -774 -9%
EW
2289
Element Wealth
Mississippi
$292K +$274K +7,756 New
MWM
2290
Merriman Wealth Management
Washington
$292K +$9.13K +258 +3%
BG
2291
Benedetti & Gucer
Georgia
$291K +$12.9K +366 +5%
ECM
2292
Exchange Capital Management
Michigan
$290K +$39.6K +1,118 +17%
SWM
2293
SFG Wealth Management
Maryland
$290K +$106 +3 +0%
EA
2294
Eudaimonia Advisors
Tennessee
$290K -$101K -2,860 -27%
GG
2295
Gleason Group
Kentucky
$290K -$86.9K -2,456 -24%
CPA
2296
Clear Point Advisors
New York
$290K +$272K +7,679 New
SEIA
2297
Signature Estate & Investment Advisors
California
$289K +$271K +7,646 New
LCM
2298
Leisure Capital Management
California
$289K -$1.19M -33,558 -81%
FI
2299
Finivi Inc
Massachusetts
$289K +$271K +7,653 New
MPM
2300
Meritage Portfolio Management
Kansas
$287K +$270K +7,617 New
90 91
92
93 94