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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2701
Corrigan Financial
Rhode Island
$204K +$198K +1,739 New
HCMG
2702
Howard Capital Management Group
California
$204K +$197K +1,735 New
AWA
2703
Alta Wealth Advisors
Massachusetts
$204K +$198K +1,739 New
GWAG
2704
Garrett Wealth Advisory Group
Texas
$204K +$198K +1,741 New
CCM
2705
Check Capital Management
California
$203K -$56.8K -500 -22%
BA
2706
BCM Advisors
Louisiana
$203K +$175K +1,543 New
AWA
2707
Acorn Wealth Advisors
Michigan
$203K +$196K +1,726 New
MRWM
2708
ML&R Wealth Management
Texas
$203K +$196K +1,726 New
LWP
2709
Legacy Wealth Planning
Nevada
$203K +$196K +1,727 New
WH
2710
Willner & Heller
California
$203K +$227K +1,996 New
BMCM
2711
Burns Matteson Capital Management
New York
$202K +$196K +1,725 New
MWAM
2712
Manhattan West Asset Management
California
$202K +$195K +1,718 New
KCM
2713
Kendall Capital Management
Maryland
$202K +$195K +1,719 New
SFS
2714
Summit Financial Strategies
Ohio
$202K +$196K +1,725 New
EFL
2715
ERn Financial LLC
Wisconsin
$200K +$194K +1,707 New
IRC
2716
Investors Research Corp
Georgia
$198K – – –
LFG
2717
Leverty Financial Group
Wisconsin
$196K +$190K +1,677 New
BAM
2718
Bellevue Asset Management
Washington
$195K +$568 +5 +0.3%
JWM
2719
Janiczek Wealth Management
Colorado
$193K +$46.9K +413 +34%
RDIA
2720
RE Dickinson Investment Advisors
Iowa
$192K +$186K +1,636 New
MCM
2721
MV Capital Management
Maryland
$187K +$22.6K +199 +14%
MWA
2722
Miller Wealth Advisors
Colorado
$186K +$180K +1,586 New
FWM
2723
Focused Wealth Management
New York
$185K +$909 +8 +0.5%
MAWCM
2724
Mine & Arao Wealth Creation & Management
California
$184K -$16.9K -149 -9%
CIM
2725
Contravisory Investment Management
Massachusetts
$184K – – –
107 108
109
110 111