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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
3101
Affinia Financial Group
Massachusetts
$205K +$200K +1,195 New
LAM
3102
Lifestyle Asset Management
Texas
$205K +$210K +1,254 New
WH
3103
Whitcomb & Hess
Ohio
$205K – – –
CSIA
3104
Carl Stuart Investment Advisor
Texas
$205K – – –
GSAM
3105
Grant Street Asset Management
Pennsylvania
$204K -$25.1K -150 -11%
D
3106
Dentgroup
Louisiana
$204K – – –
KPWG
3107
KFA Private Wealth Group
Virginia
$203K +$12.1K +72 +6%
LFA
3108
Laraway Financial Advisors
Minnesota
$202K +$208K +1,241 New
FWM
3109
FMB Wealth Management
California
$202K -$43.6K -260 -17%
IFA
3110
Interactive Financial Advisors
Illinois
$202K – – –
NC
3111
NBW Capital
Massachusetts
$201K +$16.3K +97 +9%
ETS
3112
ESL Trust Services
New York
$201K – – –
GWM
3113
GoalFusion Wealth Management
Texas
$201K – – –
GJCM
3114
Grand Jean Capital Management
California
$201K +$16.8K +100 +9%
HIF
3115
Hill Island Financial
Michigan
$200K -$11.4K -68 -5%
VC
3116
Vestor Capital
Illinois
$199K -$17.9K -107 -8%
EWP
3117
Elevation Wealth Partners
California
$192K +$197K +1,178 New
BCP
3118
Blue Chip Partners
Michigan
$190K +$2.01K +12 +1%
RFG
3119
RFP Financial Group
Georgia
$188K -$1.12M -6,676 -85%
APC
3120
Aspire Private Capital
North Carolina
$186K -$35.4K -211 -16%
CBC
3121
Coombe, Bender & Co
New York
$184K +$54.8K +327 +41%
GCM
3122
Goldstream Capital Management
Hong Kong
$183K +$188K +1,120 New
RWM
3123
Raffa Wealth Management
District of Columbia
$179K +$94.1K +561 +104%
TCM
3124
TD Capital Management
Tennessee
$176K +$33.5K +200 +23%
M1FG
3125
Mach-1 Financial Group
Arkansas
$174K -$1.74M -10,349 -33%
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