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Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
2701
Signature Estate & Investment Advisors
California
$439K +$33.7K +114 +9%
TSWM
2702
Tyler-Stone Wealth Management
Ohio
$439K +$418K +1,414 New
CCA
2703
Conservest Capital Advisors
Pennsylvania
$439K +$1.18K +4 +0.3%
CWA
2704
CJM Wealth Advisers
Virginia
$438K – – –
LFA
2705
Laraway Financial Advisors
Minnesota
$438K – – –
SWIM
2706
Smallwood Wealth Investment Management
New Jersey
$438K – – –
T
2707
TOBAM
France
$438K -$49K -166 -11%
KBFS
2708
Kohmann Bosshard Financial Services
Ohio
$438K +$135K +458 +48%
WWG
2709
West Wealth Group
California
$437K +$3.54K +12 +0.9%
LIG
2710
Lokken Investment Group
Delaware
$435K -$2.95K -10 -0.7%
AFA
2711
AllGen Financial Advisors
Florida
$435K – – –
KIM
2712
Karpus Investment Management
New York
$435K -$118K -400 -22%
CFA
2713
Cahill Financial Advisors
Minnesota
$434K -$580K -1,963 -58%
WAOI
2714
Wealth Advisors of Iowa
Iowa
$434K +$58.8K +199 +17%
SFWA
2715
Summit Financial Wealth Advisors
Louisiana
$434K – – –
IFS
2716
Ifrah Financial Services
Arkansas
$433K -$3.84K -13 -0.9%
NJBEST
2717
New Jersey Better Educational Savings Trust
New Jersey
$433K – – –
KWA
2718
KCS Wealth Advisory
California
$432K – – –
SFS
2719
Summit Financial Strategies
Ohio
$430K +$92.8K +314 +29%
HFS
2720
Heritage Financial Services
Massachusetts
$429K -$47K -159 -10%
GWM
2721
Gitterman Wealth Management
New Jersey
$429K +$27.8K +94 +7%
ACA
2722
Anchor Capital Advisors
Massachusetts
$428K -$1.48K -5 -0.4%
CCM
2723
Compass Capital Management
Minnesota
$427K – – –
HCM
2724
Hengehold Capital Management
Ohio
$426K +$295 +1 +0.1%
NCM
2725
Northwest Capital Management
Oregon
$426K – – –
107 108
109
110 111