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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1901
Heritage Wealth Advisors
Virginia
$257K – – –
IFPL
1902
Investments & Financial Planning LLC
Kentucky
$257K – – –
TW
1903
Traveka Wealth
California
$257K +$9.92K +44 +4%
CDWM
1904
Campbell Deegan Wealth Management
Virginia
$257K -$12.4K -55 -4%
EL
1905
EWA LLC
Pennsylvania
$255K +$19.8K +88 +8%
JC
1906
JB Capital
Connecticut
$255K +$902 +4 +0.3%
ACGA
1907
Atlanta Consulting Group Advisors
Georgia
$255K – – –
SVCP
1908
Silicon Valley Capital Partners
California
$254K -$45.1K -200 -15%
IWA
1909
IVC Wealth Advisors
Pennsylvania
$254K +$4.06K +18 +2%
CPWA
1910
Cerro Pacific Wealth Advisors
California
$253K -$71K -315 -21%
BWFA
1911
Baltimore-Washington Financial Advisors
Maryland
$253K +$14.4K +64 +6%
AI
1912
Accredited Investors
Minnesota
$252K -$29.3K -130 -10%
RI
1913
Rinkey Investments
California
$251K -$1.35K -6 -0.5%
TWM
1914
Tolleson Wealth Management
Texas
$251K +$14.4K +64 +6%
AWM
1915
Avaii Wealth Management
Wisconsin
$251K +$262K +1,164 New
BB
1916
Bell Bank
North Dakota
$251K +$22.5K +100 +9%
MW
1917
Members Wealth
Pennsylvania
$251K +$263K +1,165 New
GFA
1918
Gallagher Fiduciary Advisors
Illinois
$251K +$2.48K +11 +1%
SJGA
1919
Stephen J. Garry & Associates
New York
$251K – – –
RZH
1920
Relyea Zuckerberg Hanson
Connecticut
$251K -$18.5K -82 -7%
WDC
1921
Woodward Diversified Capital
California
$250K -$27.1K -120 -9%
CFG
1922
Compton Financial Group
Maryland
$250K – – –
OWM
1923
OneAscent Wealth Management
Alabama
$250K +$4.51K +20 +2%
LTI
1924
Laffer Tengler Investments
Tennessee
$250K +$261K +1,158 New
MWM
1925
MOKAN Wealth Management
Kansas
$250K – – –
75 76
77
78 79