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Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
2676
KFA Private Wealth Group
Virginia
$242K – – –
PIP
2677
Peachtree Investment Partners
Florida
$241K -$29.1K -272 -10%
PBF
2678
Petix & Botte Financial
California
$241K +$17.6K +164 +7%
WDL
2679
Well Done LLC
Michigan
$240K +$2.89K +27 +1%
LD
2680
Lipe & Dalton
New York
$240K +$17.2K +161 +7%
DP
2681
Denver PWM
Colorado
$239K -$12.4K -116 -5%
ACP
2682
Arcus Capital Partners
Georgia
$239K – – –
APW
2683
Aurora Private Wealth
New Jersey
$239K +$321 +3 +0.1%
RIG
2684
Renaissance Investment Group
Massachusetts
$238K -$9.1K -85 -4%
GAM
2685
Gould Asset Management
California
$238K – – –
PWC
2686
PYA Waltman Capital
Tennessee
$238K – – –
MHWM
2687
Montz Harcus Wealth Management
Louisiana
$238K +$5.03K +47 +2%
SAM
2688
Synergy Asset Management
Washington
$237K -$685K -6,399 -72%
HC
2689
HNP Capital
New York
$237K -$42.2K -394 -14%
KIM
2690
Karpus Investment Management
New York
$237K – – –
HWMG
2691
Hurlow Wealth Management Group
Indiana
$236K -$29K -271 -10%
RWA
2692
Redmont Wealth Advisors
Illinois
$236K – – –
MFG
2693
Monte Financial Group
Connecticut
$235K -$684K -6,388 -72%
BA
2694
Ballast Advisors
Minnesota
$235K – – –
GCIG
2695
Grand Central Investment Group
Florida
$235K – – –
TCWM
2696
Total Clarity Wealth Management
Illinois
$235K +$8.56K +80 +3%
RDFA
2697
Ritter Daniher Financial Advisory
Ohio
$235K +$9.63K +90 +4%
WA
2698
Waddell & Associates
Tennessee
$234K -$82.1K -767 -24%
UL
2699
Unionview LLC
Washington
$234K -$6.85K -64 -3%
AL
2700
ADE LLC
Maryland
$234K – – –
106 107
108
109 110