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Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
2326
Lucia Wealth Services
California
$234K +$57.1K +1,302 +35%
FWM
2327
Fairhaven Wealth Management
Illinois
$234K +$220K +5,007 New
PA
2328
Planning Alternatives
Michigan
$234K +$220K +5,008 New
MFP
2329
Meridian Financial Partners
Virginia
$234K +$222K +5,066 New
ACA
2330
Ackerman Capital Advisors
Texas
$233K +$219K +5,000 New
WAM
2331
Wakefield Asset Management
Colorado
$233K +$219K +5,000 New
MS
2332
Madden Securities
Texas
$233K +$219K +5,004 New
ACM
2333
AUA Capital Management
Pennsylvania
$232K -$124K -2,839 -36%
IWA
2334
Intercontinental Wealth Advisors
Texas
$232K +$218K +4,980 New
AWM
2335
Alterna Wealth Management
Texas
$231K +$217K +4,950 New
AWM
2336
Apollon Wealth Management
South Carolina
$231K +$218K +4,963 New
HFM
2337
Harvest Fund Management
China
$230K -$450K -10,269 -67%
AWM
2338
Aprio Wealth Management
Georgia
$229K +$215K +4,912 New
CCC
2339
Chelsea Counsel Company
California
$228K +$214K +4,878 New
DIM
2340
Delta Investment Management
California
$227K +$214K +4,887 New
LWP
2341
Legacy Wealth Planning
Nevada
$226K +$213K +4,854 New
CW
2342
CreativeOne Wealth
Kansas
$225K -$57.1K -1,303 -21%
BG
2343
Bollard Group
Massachusetts
$225K +$211K +4,821 New
UTC
2344
Unified Trust Company
Kentucky
$224K +$211K +4,822 New
LAS
2345
Lloyd Advisory Services
Georgia
$223K +$25.5K +582 +14%
RHP
2346
Royal Harbor Partners
Texas
$223K +$209K +4,775 New
FWM
2347
Filbrandt Wealth Management
Wisconsin
$222K +$92.4K +2,108 +80%
MCM
2348
Marathon Capital Management
Maryland
$222K +$209K +4,755 New
TAM
2349
Taurus Asset Management
New York
$222K +$209K +4,761 New
TFGT
2350
TS Financial Group (TSFG)
Illinois
$220K +$658 +15 +0.3%
92 93
94
95 96