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Name Holding Trade Value Shares
Change 		Change in
Stake
LL
2801
LWMG LLC
Minnesota
$352K +$343K +1,964 New
MCM
2802
MV Capital Management
Maryland
$352K +$10.3K +59 +3%
SFCL
2803
Strengthening Families & Communities LLC
Massachusetts
$352K +$15.5K +89 +5%
WAM
2804
WealthTrust Asset Management
Florida
$352K +$21.1K +121 +7%
AWS
2805
Aspen Wealth Strategies
Colorado
$351K +$342K +1,957 New
TLFA
2806
True Link Financial Advisors
California
$351K -$27.9K -160 -8%
VBWMG
2807
Von Berge Wealth Management Group
California
$351K – – –
EA
2808
Ellsworth Advisors
Ohio
$349K +$344K +1,971 New
FWP
2809
Falcon Wealth Planning
California
$349K -$4.89K -28 -1%
KCM
2810
Kendall Capital Management
Maryland
$349K +$23.7K +136 +8%
BIA
2811
Bigelow Investment Advisors
Maine
$349K +$339K +1,944 New
SFA
2812
Source Financial Advisors
New York
$347K +$51.7K +296 +18%
MRWM
2813
ML&R Wealth Management
Texas
$347K +$3.32K +19 +1%
SBF
2814
Sara-Bay Financial
Florida
$347K – – –
CJFS
2815
Coulter & Justus Financial Services
Tennessee
$345K +$26.7K +153 +9%
AWS
2816
Arkfeld Wealth Strategies
Nebraska
$345K – – –
BFAG
2817
Blackston Financial Advisory Group
Florida
$345K – – –
RTC
2818
Riverview Trust Company
Washington
$345K +$16.4K +94 +5%
TCB
2819
Texas Capital Bancshares
Texas
$345K -$51.7K -296 -13%
DCBT
2820
Dakota Community Bank & Trust
North Dakota
$344K -$1.75K -10 -0.5%
MA
2821
Mezzasalma Advisors
New Jersey
$344K – – –
LOIP
2822
Live Oak Investment Partners
Texas
$343K – – –
AO
2823
Advisor OS
Illinois
$343K +$333K +1,909 New
CFG
2824
Carr Financial Group
Massachusetts
$342K +$332K +1,905 New
AWM
2825
AllSquare Wealth Management
New York
$341K – – –
111 112
113
114 115