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Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
2501
1900 Wealth Management
Texas
$325K +$62.9K +209 +25%
NECFA
2502
New England Capital Financial Advisors
Connecticut
$324K +$84.3K +280 +36%
BWFA
2503
Baltimore-Washington Financial Advisors
Maryland
$324K -$41K -136 -11%
GWM
2504
Gibbs Wealth Management
Georgia
$324K -$10.8K -36 -3%
1CP
2505
1015 Capital Partners
Pennsylvania
$323K +$316K +1,050 New
NEWAS
2506
N.E.W. Advisory Services
Wisconsin
$323K -$31.6K -105 -9%
LSA
2507
Lansing Street Advisors
Pennsylvania
$322K -$587K -1,950 -65%
ODFS
2508
O'Donnell Financial Services
California
$322K +$301 +1 +0.1%
GIM
2509
Goelzer Investment Management
Indiana
$321K +$53K +176 +20%
AIA
2510
Accelerate Investment Advisors
California
$321K +$3.01K +10 +1%
RWM
2511
Reston Wealth Management
Virginia
$321K +$63.5K +211 +25%
CWMGO
2512
Capstone Wealth Management Group (Oregon)
Oregon
$321K +$301 +1 +0.1%
RRWA
2513
Rainey & Randall Wealth Advisors
Florida
$320K – – –
GAG
2514
GM Advisory Group
New York
$320K +$301 +1 +0.1%
BIA
2515
Barry Investment Advisors
Massachusetts
$320K -$903 -3 -0.3%
RCM
2516
RNC Capital Management
California
$320K – – –
PFM
2517
Phillips Financial Management
Indiana
$320K -$13.6K -45 -4%
HIA
2518
Harvest Investment Advisors
Florida
$319K – – –
CFG
2519
CKW Financial Group
Hawaii
$319K -$10.8K -36 -3%
XT
2520
XTX Topco
Cayman Islands
$318K -$503K -1,670 -62%
TAM
2521
Titleist Asset Management
Texas
$318K +$38.2K +127 +14%
AFM
2522
Abbot Financial Management
Massachusetts
$317K – – –
PWA
2523
Physician Wealth Advisors
Utah
$316K +$3.01K +10 +1%
AWA
2524
Amplius Wealth Advisors
Pennsylvania
$316K +$14.8K +49 +5%
PA
2525
Planning Alternatives
Michigan
$316K +$23.8K +79 +8%
99 100
101
102 103