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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
3476
LifeGoal Wealth Advisors
New York
$273K +$279K +1,830 New
CPC
3477
Cookson Peirce & Co
Pennsylvania
$273K +$24.4K +160 +10%
GWM
3478
Goldenstone Wealth Management
California
$273K +$273K +1,793 New
VFP
3479
Verus Financial Partners
Virginia
$273K -$1.68K -11 -0.7%
RFS
3480
RM Financial Services
Maine
$272K +$272K +1,784 New
AIA
3481
AIMZ Investment Advisors
California
$272K – – –
BONST
3482
Bank of Nova Scotia Trust
Ontario, Canada
$272K +$272K +1,783 New
KWM
3483
Keebeck Wealth Management
Illinois
$272K +$272K +1,783 New
MFP
3484
Meramec Financial Planners
Missouri
$271K +$228K +1,497 New
RWMG
3485
Redwood Wealth Management Group
New Jersey
$271K +$16.8K +110 +7%
FP
3486
Financial Perspectives
Minnesota
$270K +$762 +5 +0.3%
WA
3487
WPG Advisers
Maryland
$270K -$2.13K -14 -0.8%
ELM
3488
Elite Life Management
Florida
$269K +$16K +105 +8%
VFPW
3489
Vantage Financial Partners (Wisconsin)
Wisconsin
$269K -$14K -92 -5%
WFA
3490
WJ Financial Advisors
Connecticut
$269K – – –
MAM
3491
Marotta Asset Management
Virginia
$269K -$7.31K -48 -3%
WMA
3492
William Mack & Associates
Michigan
$268K +$457 +3 +0.2%
BFG
3493
Bouchey Financial Group
New York
$268K -$316K -2,073 -54%
KFA
3494
Krane Funds Advisors
New York
$267K +$267K +1,755 New
F4L
3495
Fortune 45 LLC
Louisiana
$267K -$32.3K -212 -11%
DCM
3496
Delta Capital Management
New Jersey
$267K – – –
BPWM
3497
BCS Private Wealth Management
New Jersey
$267K – – –
IIM
3498
Invariant Investment Management
Pennsylvania
$267K +$250K +1,644 New
DWM
3499
Denver Wealth Management
Colorado
$266K -$18.7K -123 -7%
TNAM
3500
Terra Nova Asset Management
New York
$265K – – –
138 139
140
141 142