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Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
2801
Pettyjohn Wood & White
Virginia
$218K – – –
JWS
2802
Juncture Wealth Strategies
Arizona
$218K +$229K +1,074 New
RWM
2803
Rialto Wealth Management
New York
$218K +$2.13K +10 +0.9%
LGW
2804
Leslie Global Wealth
Illinois
$217K +$11.7K +55 +5%
AT
2805
Avalon Trust
New Mexico
$217K -$3.84K -18 -2%
SW
2806
StrongBox Wealth
Missouri
$217K – – –
PCP
2807
Panoramic Capital Partners
Oregon
$216K -$15.4K -72 -6%
CNWM
2808
Clay Northam Wealth Management
California
$216K +$14.7K +69 +7%
RL
2809
Retireful LLC
Michigan
$215K -$860K -4,028 -79%
CD
2810
Chapin Davis
Maryland
$215K – – –
PCM
2811
Pennsylvania Capital Management
Pennsylvania
$214K +$21.4K +100 +10%
RA
2812
Rise Advisors
New York
$214K – – –
BAM
2813
BCV Asset Management
$214K +$225K +1,053 New
RAM
2814
Redmond Asset Management
Virginia
$214K – – –
BRWM
2815
Blue Rock Wealth Management
North Carolina
$214K +$10.7K +50 +5%
MSRI
2816
Michael S. Ryan Inc
New York
$213K +$12K +56 +6%
TWPM
2817
Total Wealth Planning & Management
Florida
$213K -$145K -677 -39%
ST
2818
Spinnaker Trust
Maine
$213K – – –
RCM
2819
Requisite Capital Management
Texas
$213K -$23.5K -110 -10%
LF
2820
Lantz Financial
Illinois
$213K +$223K +1,046 New
VPF
2821
Vantage Point Financial
Illinois
$213K -$20.1K -94 -8%
DBFM
2822
Dickmeyer Boyce Financial Management
Indiana
$212K +$223K +1,043 New
KWA
2823
Kellett Wealth Advisors
Ohio
$212K +$222K +1,042 New
YWS
2824
Yarger Wealth Strategies
Ohio
$212K +$1.28K +6 +0.6%
BBPWM
2825
Blue Bell Private Wealth Management
Pennsylvania
$211K +$3.84K +18 +2%
111 112
113
114 115