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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2351
Liberty Wealth Management
California
$398K -$2.36K -51 -0.6%
BLWM
2352
Bucket List Wealth Management
Florida
$398K -$17.4K -375 -5%
MJRIC
2353
Mogy Joel R Investment Counsel
California
$397K – – –
BCP
2354
Blue Chip Partners
Michigan
$396K -$38.3K -827 -9%
MWM
2355
Marion Wealth Management
Pennsylvania
$396K – – –
FFWA
2356
FRG Family Wealth Advisors
Washington
$396K -$76.1K -1,642 -17%
MW
2357
Marble Wealth
Alabama
$396K -$1.41M -30,397 -79%
CF
2358
Claris Financial
Virginia
$395K -$50.7K -1,095 -12%
SI
2359
Stirlingshire Investments
New York
$394K +$463 +10 +0.1%
MPCG
2360
Matrix Private Capital Group
New York
$393K – – –
ICP
2361
Impact Capital Partners
Colorado
$392K +$18.3K +395 +5%
MLL
2362
Moody Lynn & Lieberson
Massachusetts
$392K +$12.2K +264 +3%
OC
2363
Oakworth Capital
Alabama
$392K +$37.9K +817 +12%
FA
2364
Fermata Advisors
California
$392K +$116K +2,500 +47%
BBI
2365
Baxter Bros Inc
Connecticut
$391K -$2.13K -46 -0.6%
FG
2366
Foster Group
Iowa
$391K +$23K +497 +7%
OA
2367
Oasis Advisors
Iowa
$391K +$361K +7,785 New
LIA
2368
Limestone Investment Advisors
New York
$391K +$361K +7,780 New
TWM
2369
TRB Wealth Management
Texas
$389K +$359K +7,752 New
KFAS
2370
Keating Financial Advisory Services
Kansas
$387K -$221K -4,769 -38%
EWM
2371
Elevatus Welath Management
New York
$387K -$23K -497 -6%
BAM
2372
Byrne Asset Management
New Jersey
$387K -$16.9K -364 -5%
SWK
2373
Stephen W. Kidder
$387K – – –
HBFP
2374
Henderson Brothers Financial Partners
Pennsylvania
$385K +$356K +7,672 New
TVPW
2375
Third View Private Wealth
Connecticut
$385K -$6.58K -142 -2%
93 94
95
96 97