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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1876
Aspetuck Financial Management
Connecticut
$324K +$50.1K +225 +18%
WP
1877
WealthShield Partners
North Carolina
$323K -$492K -2,213 -60%
MFG
1878
Monte Financial Group
Connecticut
$323K +$89K +400 +37%
SWP
1879
Strategic Wealth Partners
Ohio
$322K -$36.3K -163 -10%
PAM
1880
Palisade Asset Management
Minnesota
$320K – – –
MO
1881
McMillan Office
Michigan
$320K – – –
SSWM
1882
Smith Salley Wealth Management
North Carolina
$319K +$34.7K +156 +12%
GFP
1883
Gryphon Financial Partners
Ohio
$318K +$71K +319 +28%
WSA
1884
Wealth Science Advisors
Georgia
$318K +$319K +1,434 +4,218%
IRP
1885
Investment Research Partners
Pennsylvania
$317K +$326K +1,464 New
CNWM
1886
Clay Northam Wealth Management
California
$316K – – –
MSFS
1887
Main Street Financial Solutions
Pennsylvania
$316K +$43.8K +197 +16%
SIAP
1888
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K – – –
CFG
1889
Capital Financial Group
Colorado
$316K +$3.34K +15 +1%
MWAM
1890
Manhattan West Asset Management
California
$316K – – –
SIM
1891
SSI Investment Management
California
$316K – – –
RDWM
1892
Red Door Wealth Management
Tennessee
$315K -$206K -927 -39%
RWP
1893
Revolve Wealth Partners
New Jersey
$315K +$31.6K +142 +11%
4WM
1894
44 Wealth Management
Oregon
$315K -$6.01K -27 -2%
GLLW
1895
Graves Light Lenhart Wealth
Virginia
$314K +$12.9K +58 +4%
AIP
1896
Avail Investment Partners
Pennsylvania
$314K +$322K +1,449 New
HFS
1897
Howard Financial Services
Texas
$313K +$42K +189 +15%
PAI
1898
Pittenger & Anderson Inc
Nebraska
$313K +$48.1K +216 +18%
KFA
1899
Kapstone Financial Advisors
Ohio
$313K – – –
SWIM
1900
Smallwood Wealth Investment Management
New Jersey
$313K +$23.4K +105 +8%
74 75
76
77 78