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Name Holding Trade Value Shares
Change 		Change in
Stake
FLFS
5276
Family Legacy Financial Solutions
North Carolina
$316K +$285K +1,439 New
VWA
5277
Valued Wealth Advisors
Utah
$314K -$11.5K -58 -4%
RA
5278
Rodgers & Associates
Pennsylvania
$314K -$51.5K -260 -15%
GFA
5279
Gladwyn Financial Advisors
Virginia
$314K +$283K +1,430 New
AA
5280
Alpha Advisors
Virginia
$314K -$3.76K -19 -1%
AA
5281
Aufman Associates
Pennsylvania
$313K -$2.57K -13 -0.9%
KGP
5282
Keystone Global Partners
Colorado
$312K – – –
MA
5283
MAS Advisors
Florida
$311K -$198 -1 -0.1%
KCAM
5284
Kagan Cocozza Asset Management
New Jersey
$311K – – –
PCM
5285
Polymer Capital Management
New York
$311K +$280K +1,416 New
BI
5286
Beckerman Institutional
New Jersey
$310K +$5.74K +29 +2%
PRI
5287
Prepared Retirement Institute
Pennsylvania
$310K – – –
NA
5288
Note Advisors
New York
$309K +$594 +3 +0.2%
BT
5289
Brandywine Trust
Delaware
$307K – – –
BWA
5290
Brave Warrior Advisors
New York
$307K – – –
DMC
5291
Drexel Morgan & Co
Pennsylvania
$307K – – –
BA
5292
BCM Advisors
Louisiana
$307K – – –
RTC
5293
Riverview Trust Company
Washington
$305K -$1.43M -7,206 -84%
EIA
5294
Eldridge Investment Advisors
New Hampshire
$304K +$50.5K +255 +23%
LIWM
5295
Long Island Wealth Management
New York
$304K +$54.6K +276 +25%
MWM
5296
MorganRosel Wealth Management
Colorado
$304K – – –
OBWP
5297
O'Brien Wealth Partners
Massachusetts
$303K +$10.9K +55 +4%
SCA
5298
Sippican Capital Advisors
Massachusetts
$303K – – –
HIA
5299
Harvest Investment Advisors
Florida
$303K +$273K +1,380 New
PS
5300
Planned Solutions
California
$302K +$272K +1,377 New
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212
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