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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2601
Latko Wealth Management
Illinois
$289K +$12.5K +120 +5%
SCP
2602
Sandhill Capital Partners
New York
$288K -$62.3K -600 -21%
APW
2603
Aventura Private Wealth
Florida
$288K +$40.7K +392 +20%
WSWA
2604
Warren Street Wealth Advisors
California
$288K -$39.3K -378 -14%
BCM
2605
Brookmont Capital Management
Texas
$287K +$10.5K +101 +5%
CIC
2606
Chilton Investment Company
Connecticut
$287K +$19.2K +185 +9%
SIC
2607
Samalin Investment Counsel
New York
$286K -$201K -1,938 -46%
FD
2608
Financial Designs
California
$286K +$240K +2,309 New
ACG
2609
Allen Capital Group
Nebraska
$286K -$30.4K -293 -11%
SIG
2610
Spinnaker Investment Group
California
$286K -$63.4K -610 -21%
DG
2611
DMC Group
Alabama
$286K +$28.4K +273 +13%
AIM
2612
Acropolis Investment Management
Missouri
$286K -$10.7K -103 -4%
TCM
2613
Towercrest Capital Management
Pennsylvania
$285K – – –
SPWM
2614
Schrum Private Wealth Management
Florida
$284K -$93.5K -900 -28%
AWMG
2615
Alliance Wealth Management Group
New Jersey
$284K – – –
RWA
2616
Redmont Wealth Advisors
Illinois
$283K +$237K +2,283 +228,300%
RTC
2617
Real Talk Capital
Tennessee
$283K +$831 +8 +0.4%
IAG
2618
Investment Advisory Group
Massachusetts
$283K -$12.2K -117 -5%
FCM
2619
Firestone Capital Management
Florida
$283K -$2.49K -24 -1%
SHFP
2620
Second Half Financial Partners
Florida
$283K -$5.71K -55 -2%
IIM
2621
Ironwood Investment Management
Massachusetts
$282K -$5.71K -55 -2%
CPA
2622
Cardiff Park Advisors
California
$282K – – –
TA
2623
TFG Advisers
Michigan
$282K -$9.04K -87 -4%
QFA
2624
Quantum Financial Advisors
California
$281K -$48.1K -463 -17%
SP
2625
Stonebrook Private
Michigan
$281K +$6.75K +65 +3%
103 104
105
106 107