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Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
2901
Alan B. Lancz & Associates
Ohio
$1.81M +$263K +1,700 +18%
EWS
2902
Evergreen Wealth Solutions
Pennsylvania
$1.8M +$9.27K +60 +0.5%
LFA
2903
Laraway Financial Advisors
Minnesota
$1.8M +$30.9K +200 +2%
WGCA
2904
Wolf Group Capital Advisors
Virginia
$1.8M -$1.79M -11,560 -51%
DW
2905
Domani Wealth
Pennsylvania
$1.8M -$30.9K -200 -2%
KIG
2906
Kowal Investment Group
Wisconsin
$1.8M +$111K +720 +7%
KCM
2907
Kanawha Capital Management
Virginia
$1.8M +$562K +3,640 +49%
AI
2908
AXS Investments
New York
$1.79M -$24.7K -160 -1%
WMA
2909
Wealth Management Associates
New Jersey
$1.79M -$102K -660 -6%
DDPIC
2910
Deroy & Devereaux Private Investment Counsel
Michigan
$1.78M -$86.5K -560 -5%
BWA
2911
Burt Wealth Advisors
Maryland
$1.78M +$1.69M +10,940 New
CWM
2912
Concentrum Wealth Management
California
$1.78M -$1.67M -10,840 -50%
PCI
2913
Planning Center Inc
Illinois
$1.78M -$6.18K -40 -0.4%
TPW
2914
Tiller Private Wealth
Pennsylvania
$1.77M +$24.7K +160 +1%
C
2915
Covestor
United Kingdom
$1.77M +$652K +4,220 +91%
CGH
2916
CMG Global Holdings
Texas
$1.77M +$751K +4,860 +81%
RW
2917
REDW Wealth
New Mexico
$1.77M -$43.3K -280 -3%
WFA
2918
Wellspring Financial Advisors
Ohio
$1.77M +$86.5K +560 +5%
SL
2919
Stevard LLC
Illinois
$1.77M +$405K +2,620 +32%
CHA
2920
Cooper/Haims Advisors
New York
$1.77M +$105K +680 +7%
GF
2921
Gries Financial
Ohio
$1.77M +$108K +700 +7%
SIA
2922
SeaBridge Investment Advisors
New Jersey
$1.77M +$235K +1,520 +16%
KIC
2923
Kensington Investment Counsel
California
$1.77M +$337K +2,180 +25%
VAFP
2924
Vahanian & Associates Financial Planning
New York
$1.76M -$2.14M -13,860 -56%
FW
2925
FirstPurpose Wealth
Utah
$1.76M +$121K +780 +8%
115 116
117
118 119