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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1901
Falcon Wealth Planning
California
$233K -$13.5K -190 -6%
TAM
1902
Townsend Asset Management
North Carolina
$233K +$210K +2,946 New
SL
1903
Salomon & Ludwin
Virginia
$233K – – –
HA
1904
Harfst & Associates
Wyoming
$233K – – –
WMA
1905
West Michigan Advisors
Michigan
$232K +$5.12K +72 +3%
TIA
1906
Tiemann Investment Advisors
California
$230K +$8.19K +115 +4%
CFD
1907
Creative Financial Designs
Indiana
$230K +$13.9K +196 +7%
LF
1908
Lantz Financial
Illinois
$230K +$207K +2,912 New
SSW
1909
Stone Summit Wealth
Florida
$229K – – –
TC
1910
Truvestments Capital
Florida
$228K -$8.54K -120 -4%
GIA
1911
Guyasuta Investment Advisors
Pennsylvania
$228K -$105K -1,475 -34%
CB
1912
Centennial Bank
Arkansas
$228K -$42.8K -601 -17%
MW
1913
MBL Wealth
North Carolina
$227K +$205K +2,876 New
AFG
1914
Allegheny Financial Group
Pennsylvania
$227K +$205K +2,874 New
SCM
1915
Saxony Capital Management
Missouri
$227K +$204K +2,873 New
TA
1916
TFG Advisers
Michigan
$227K -$15.9K -223 -7%
AWM
1917
Aberdeen Wealth Management
Illinois
$227K -$5.2K -73 -2%
WA1
1918
Wimmer Associates 1
California
$226K -$13.2K -185 -6%
SWA
1919
SOA Wealth Advisors
New York
$226K +$9.47K +133 +5%
AG
1920
Ascent Group
Virginia
$225K +$208K +2,917 New
TWD
1921
True Wealth Design
Ohio
$225K +$3.77K +53 +2%
TWM
1922
Trueblood Wealth Management
Ohio
$225K +$203K +2,852 New
CNWM
1923
Clay Northam Wealth Management
California
$225K +$202K +2,845 New
SQA
1924
Simon Quick Advisors
New Jersey
$225K +$202K +2,843 New
AWA
1925
Amplius Wealth Advisors
Pennsylvania
$224K +$202K +2,843 New
75 76
77
78 79