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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2751
Level Financial Advisors
New York
$317K – – –
DBRC
2752
D.B. Root & Company
Pennsylvania
$315K +$14.4K +46 +6%
NWM
2753
Nolet Wealth Management
Texas
$314K -$36K -115 -12%
ATWA
2754
Arbor Trust Wealth Advisors
Michigan
$314K +$263K +840 New
CAS
2755
CTC Alternative Strategies
Illinois
$314K +$263K +840 New
SFS
2756
Summit Financial Strategies
Ohio
$313K – – –
AIA
2757
Arbor Investment Advisors
North Carolina
$313K +$34.8K +111 +15%
PWM
2758
Penobscot Wealth Management
Maine
$313K – – –
PFA
2759
Providence Financial Advisors
Kansas
$312K +$313 +1 +0.1%
LWM
2760
Latko Wealth Management
Illinois
$311K +$261K +833 New
TF
2761
Tenzing Financial
Virginia
$311K +$939 +3 +0.4%
AWM
2762
Avaii Wealth Management
Wisconsin
$311K +$260K +831 New
ACC
2763
Acorn Creek Capital
Colorado
$310K +$11.6K +37 +5%
BIA
2764
Bell Investment Advisors
California
$310K +$21.6K +69 +9%
GC
2765
Guidance Capital
Kentucky
$310K +$281K +896 New
SIG
2766
Sky Investment Group
Connecticut
$309K -$3.44K -11 -1%
VAM
2767
Virtue Asset Management
Illinois
$308K +$258K +824 New
KPWG
2768
KFA Private Wealth Group
Virginia
$307K -$49.8K -159 -16%
YWM
2769
Yoder Wealth Management
California
$307K +$17.2K +55 +7%
SFC
2770
Strategic Financial Concepts
Texas
$307K -$42K -134 -14%
LCS
2771
Levin Capital Strategies
New York
$306K – – –
RWM
2772
Rench Wealth Management
Texas
$306K +$313 +1 +0.1%
FA
2773
Financial Avengers
California
$305K +$313 +1 +0.1%
IP
2774
Isthmus Partners
Wisconsin
$305K – – –
KWM
2775
KRM Wealth Management
Nevada
$305K +$313 +1 +0.1%
109 110
111
112 113