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Name Holding Trade Value Shares
Change 		Change in
Stake
TLP
1951
Trinity Legacy Partners
Texas
$329K -$3.95K -26 -1%
KWM
1952
Keebeck Wealth Management
Illinois
$328K -$7.14K -47 -2%
GCIA
1953
Gabelli & Co Investment Advisers
New York
$328K – – –
RFP
1954
Roth Financial Partners
Texas
$328K – – –
VCM
1955
Vision Capital Management
Oregon
$328K +$30.4K +200 +11%
KFP
1956
Keener Financial Planning
Texas
$328K – – –
WB
1957
Webster Bank
Connecticut
$328K +$90.7K +597 +43%
PCMC
1958
Private Capital Management (Colorado)
Colorado
$328K +$100K +658 +49%
MHR
1959
Matthew Hamilton Rosenberg
$327K +$11.4K +75 +4%
SMA
1960
Seven Mile Advisory
New Jersey
$324K -$67.6K -445 -18%
CFO
1961
Collective Family Office
Pennsylvania
$324K -$22.9K -151 -7%
CPL
1962
CAP Partners LLC
Tennessee
$323K +$4.25K +28 +1%
GWM
1963
GoalFusion Wealth Management
Texas
$323K – – –
PAM
1964
Paradigm Asset Management
New York
$323K – – –
WAS
1965
WESPAC Advisors SoCal
California
$321K +$57.4K +378 +24%
SIA
1966
Strategic Investment Advisors
Michigan
$321K +$12.3K +81 +4%
NEWAS
1967
N.E.W. Advisory Services
Wisconsin
$321K – – –
KFI
1968
Key Financial Inc
Pennsylvania
$321K +$2.28K +15 +0.8%
LWM
1969
LongView Wealth Management
Georgia
$321K +$8.36K +55 +3%
DCM
1970
Dudley Capital Management
Virginia
$320K +$64.6K +425 +28%
AFA
1971
American Financial Advisors
Georgia
$319K +$47.4K +312 +19%
PDL
1972
Portfolio Design Labs
California
$319K -$2.23M -14,659 -88%
SWIG
1973
Strategic Wealth Investment Group
Kentucky
$319K +$73.4K +483 +32%
CWS
1974
Confluence Wealth Services
Pennsylvania
$318K -$206K -1,356 -41%
HA
1975
Herold Advisors
New York
$317K +$49.4K +325 +20%
77 78
79
80 81