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Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
2201
Morris Financial Concepts
South Carolina
$207K +$170K +795 New
SA
2202
Scarborough Advisors
Maryland
$207K +$170K +795 New
CAM
2203
Close Asset Management
United Kingdom
$207K – – –
GGS
2204
Galvin Gaustad & Stein
Arizona
$207K +$170K +794 New
CPC
2205
Congress Park Capital
New York
$207K +$170K +793 New
WF
2206
Whelan Financial
California
$207K +$170K +793 New
EWS
2207
Evergreen Wealth Solutions
Pennsylvania
$206K -$68.7K -321 -29%
WPW
2208
Watershed Private Wealth
Illinois
$206K +$169K +789 New
OCPWS
2209
One Charles Private Wealth Services
Massachusetts
$205K +$169K +788 New
CRI
2210
Colonial River Investments
Virginia
$205K -$67.6K -316 -29%
NCM
2211
Next Capital Management
New York
$205K +$168K +785 New
NRC
2212
New Republic Capital
North Carolina
$204K +$168K +784 New
IP
2213
Isthmus Partners
Wisconsin
$204K +$167K +783 New
TWM
2214
Thrive Wealth Management
Pennsylvania
$204K +$167K +783 New
FFG
2215
Frisch Financial Group
New York
$204K +$167K +783 New
JPLA
2216
Joseph P. Lucia & Associates
New York
$204K +$167K +782 New
LPAM
2217
Lodestar Private Asset Management
California
$204K +$167K +782 New
RDWM
2218
Red Door Wealth Management
Tennessee
$203K +$167K +780 New
IW
2219
Imprint Wealth
South Carolina
$203K +$170K +793 New
FEG
2220
Financial Enhancement Group
Indiana
$203K +$214K +1,000 New
SWC
2221
Spectrum Wealth Counsel
Indiana
$203K +$167K +779 New
SLWA
2222
San Luis Wealth Advisors
California
$203K +$167K +780 New
AG
2223
Ascent Group
Virginia
$203K +$207K +968 New
EWM
2224
Elevatus Welath Management
New York
$203K +$166K +777 New
RMC
2225
Resources Management Corp
Connecticut
$202K – – –
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