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Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
3051
Pennington Partners & Co
Maryland
$331K +$122K +1,561 +58%
CGFA
3052
Colton Groome Financial Advisors
North Carolina
$331K – – –
SSCA
3053
South Shore Capital Advisors
Massachusetts
$331K – – –
LD
3054
Lipe & Dalton
New York
$330K -$17.6K -225 -5%
BDF
3055
Black Diamond Financial
Maryland
$330K +$18.4K +235 +6%
B
3056
BetterWealth
California
$330K +$548 +7 +0.2%
CSA
3057
Cottage Street Advisors
Massachusetts
$330K -$1.57K -20 -0.5%
NWA
3058
New World Advisors
Massachusetts
$329K +$50.6K +646 +18%
SAFS
3059
S&A Financial Services
Kansas
$328K +$331K +4,231 New
JJBC
3060
James J. Burns & Company
New York
$328K – – –
PWP
3061
Phillips Wealth Planners
Mississippi
$328K -$9.63K -123 -4%
MLA
3062
MB, Levis & Associates
Pennsylvania
$327K +$939 +12 +0.3%
FFL
3063
Financial Freedom LLC
Ohio
$327K +$861 +11 +0.3%
LF
3064
Lighthouse Financial
Florida
$327K -$5.09K -65 -2%
SC
3065
Schubert & Co
Texas
$327K +$11.5K +147 +4%
LWA
3066
Ledgewood Wealth Advisors
New Hampshire
$326K – – –
RC
3067
Rahlfs Capital
Texas
$326K – – –
PCM
3068
Park Capital Management
Wisconsin
$326K +$329K +4,199 New
MAG
3069
MRA Advisory Group
New Jersey
$326K -$1.02K -13 -0.3%
CA
3070
Clune & Associates
Illinois
$326K – – –
CC
3071
Clearwave Capital
California
$325K +$36.1K +461 +12%
SFWC
3072
Strategic Family Wealth Counselors
New Jersey
$325K – – –
MFP
3073
Meramec Financial Planners
Missouri
$325K – – –
CIM
3074
Capital Investment Management
Missouri
$325K +$8.38K +107 +3%
CSB
3075
City State Bank
Iowa
$324K -$14.6K -187 -4%
121 122
123
124 125