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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
3026
Blue Bell Private Wealth Management
Pennsylvania
$303K +$278K +730 New
GIA
3027
Goodwin Investment Advisory
Georgia
$302K +$2.28K +6 +0.8%
MC
3028
Mathes Company
New York
$301K -$28.6K -75 -9%
NS
3029
Newman & Schimel
Illinois
$301K – – –
FPOC
3030
Financial Planners of Cleveland
Ohio
$301K +$296K +778 New
1CP
3031
17 Capital Partners
Arizona
$300K -$49.5K -130 -15%
TFGT
3032
TS Financial Group (TSFG)
Illinois
$300K -$381 -1 -0.1%
AIM
3033
AHL Investment Management
Florida
$300K +$275K +722 New
EP
3034
Equius Partners
California
$300K +$275K +722 New
TPW
3035
Tiller Private Wealth
Pennsylvania
$299K +$381 +1 +0.1%
LFA
3036
Level Financial Advisors
New York
$299K +$274K +721 New
AWMG
3037
Alliance Wealth Management Group
New Jersey
$298K – – –
DU
3038
Delphia (USA)
Ontario, Canada
$298K +$273K +717 New
IIA
3039
Integral Investment Advisors
California
$298K +$274K +719 New
KWA
3040
Kellett Wealth Advisors
Ohio
$296K +$271K +712 New
MSCM
3041
McElhenny Sheffield Capital Management
Texas
$295K -$36.2K -95 -12%
AF
3042
Apexium Financial
Texas
$295K – – –
BCM
3043
Bourgeon Capital Management
Connecticut
$295K – – –
DI
3044
Disciplined Investments
Oklahoma
$294K +$7.23K +19 +3%
ATFA
3045
All Terrain Financial Advisors
Minnesota
$293K -$2.02M -5,306 -88%
EIA
3046
Eldridge Investment Advisors
New Hampshire
$293K – – –
AWS
3047
AJ Wealth Strategies
New York
$292K -$12.9K -34 -5%
TLCM
3048
Twin Lakes Capital Management
California
$292K – – –
CG
3049
Clarus Group
Texas
$291K -$3.43K -9 -1%
BWCS
3050
Beirne Wealth Consulting Services
Connecticut
$291K – – –
120 121
122
123 124