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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
3401
Armstrong Fleming & Moore
District of Columbia
$1.86M -$24.9K -149 -1%
PFA
3402
Professional Financial Advisors
Nebraska
$1.86M -$211K -1,267 -11%
SWM
3403
Shelton Wealth Management
Texas
$1.85M +$112K +668 +7%
CWA
3404
Capital Wealth Alliance
Arizona
$1.85M +$485K +2,904 +40%
IWA
3405
Inspirion Wealth Advisors
Illinois
$1.84M +$21.2K +127 +1%
LIA
3406
LS Investment Advisors
Michigan
$1.84M +$232K +1,390 +16%
MAM
3407
McLean Asset Management
Virginia
$1.84M +$2.34K +14 +0.1%
LFASL
3408
Lugano Financial Advisors SA (LFA)
Switzerland
$1.84M -$33.2K -199 -2%
CCMI
3409
Creative Capital Management Investments
California
$1.83M -$32.5K -195 -2%
VAG
3410
VisionPoint Advisory Group
Texas
$1.83M +$226K +1,353 +15%
MSFP
3411
Mark Sheptoff Financial Planning
Connecticut
$1.83M +$546K +3,270 +48%
MWP
3412
Meridian Wealth Partners
Pennsylvania
$1.83M +$192K +1,153 +13%
RPGK
3413
Retirement Planning Group (Kansas)
Kansas
$1.82M +$386K +2,311 +30%
CG
3414
Corundum Group
Colorado
$1.82M -$203K -1,216 -11%
BWM
3415
BlackDiamond Wealth Management
New York
$1.82M +$12.9K +77 +0.8%
HAIM
3416
Hunter Associates Investment Management
Pennsylvania
$1.82M +$33.4K +200 +2%
T
3417
Tidemark
California
$1.82M +$30K +180 +2%
HWP
3418
Heritage Wealth Partners
Ohio
$1.82M – – –
FA
3419
Financial Advisors
Massachusetts
$1.82M +$2.17K +13 +0.1%
WA
3420
WealthTrust Axiom
Pennsylvania
$1.82M +$9.85K +59 +0.6%
MCWA
3421
Meadow Creek Wealth Advisors
Georgia
$1.82M +$182K +1,092 +12%
TPW
3422
Tiller Private Wealth
Pennsylvania
$1.81M -$85.1K -510 -5%
MPCL
3423
My Personal CFO LLC
Washington
$1.81M +$840K +5,034 +100%
LGA
3424
Lebenthal Global Advisors
New York
$1.81M +$20.4K +122 +1%
PAG
3425
Paladin Advisory Group
Iowa
$1.81M – – –
135 136
137
138 139