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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2101
Cabot Wealth Management
Massachusetts
$237K +$194K +909 New
PFG
2102
Prosperity Financial Group
California
$237K +$194K +908 New
GWA
2103
GGM Wealth Advisors
Maryland
$237K +$21.4K +100 +10%
MPPLM
2104
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$236K +$194K +905 New
ACM
2105
AlphaStar Capital Management
North Carolina
$235K +$193K +903 New
CC
2106
Constitution Capital
Connecticut
$235K -$85.5K -400 -31%
AIM
2107
Avity Investment Management
Connecticut
$235K +$192K +900 New
CTFG
2108
Capstone Triton Financial Group
Oklahoma
$235K +$192K +900 New
M1FG
2109
Mach-1 Financial Group
Arkansas
$235K +$192K +900 New
LL
2110
LWMG LLC
Minnesota
$234K +$192K +899 New
RCM
2111
Rain Capital Management
Oregon
$234K +$192K +899 New
YWM
2112
Yoder Wealth Management
California
$234K +$192K +899 New
SFG
2113
Sather Financial Group
Texas
$234K +$192K +898 New
CAL
2114
Capital Advisors Ltd
Ohio
$234K – – –
TCM
2115
Telos Capital Management
California
$233K +$191K +892 New
SCM
2116
Stordahl Capital Management
Colorado
$232K +$191K +891 New
ACMA
2117
Arbor Capital Management (Alaska)
Alaska
$232K +$203K +950 New
DIP
2118
DT Investment Partners
Pennsylvania
$232K -$10.7K -50 -4%
MWA
2119
Midland Wealth Advisors
Illinois
$231K +$190K +888 New
LF
2120
LifeSteps Financial
California
$231K +$189K +886 New
IRAG
2121
Investment Research & Advisory Group
Georgia
$231K – – –
PWMG
2122
Prestige Wealth Management Group
New Jersey
$230K -$4.71K -22 -2%
FSCM
2123
Front Street Capital Management
Montana
$230K -$642 -3 -0.3%
CIC
2124
Crawford Investment Counsel
Georgia
$230K +$188K +881 New
NWM
2125
Northwest Wealth Management
Iowa
$230K +$188K +881 New
83 84
85
86 87