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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
3051
Kellett Wealth Advisors
Ohio
$222K +$10.1K +29 +4%
JWM
3052
Janiczek Wealth Management
Colorado
$222K +$21.9K +63 +9%
IA
3053
Inspire Advisors
Idaho
$222K +$43.4K +125 +20%
WWP
3054
Waypoint Wealth Partners
California
$221K -$94.7K -273 -27%
FEG
3055
Financial Enhancement Group
Indiana
$221K -$10.4K -30 -4%
MPW
3056
MA Private Wealth
California
$221K +$1.04K +3 +0.4%
BBPWM
3057
Blue Bell Private Wealth Management
Pennsylvania
$221K +$3.12K +9 +1%
LRIA
3058
Leonard Rickey Investment Advisors
Washington
$219K -$70.8K -204 -22%
WCWM
3059
Willow Creek Wealth Management
California
$219K -$1.73K -5 -0.7%
NS
3060
Newman & Schimel
Illinois
$219K +$1.39K +4 +0.6%
EL
3061
EMFO LLC
Florida
$219K +$22.9K +66 +10%
CFSG
3062
Clark Financial Services Group
Missouri
$219K +$50.6K +146 +25%
AWA
3063
Aletheian Wealth Advisors
Washington
$219K +$51.3K +148 +25%
CCA
3064
Column Capital Advisors
Indiana
$219K +$65.2K +188 +35%
CA
3065
Cortland Associates
Missouri
$217K -$10.1K -29 -4%
1CP
3066
17 Capital Partners
Arizona
$217K – – –
MC
3067
Mathes Company
New York
$217K – – –
AIM
3068
AHL Investment Management
Florida
$216K – – –
FG
3069
Foster Group
Iowa
$216K +$26.4K +76 +12%
AWMG
3070
Alliance Wealth Management Group
New Jersey
$215K – – –
LI
3071
Lafayette Investments
Maryland
$215K +$17.3K +50 +7%
ACM
3072
Ashford Capital Management
Delaware
$214K -$70.1K -202 -22%
BCM
3073
Bourgeon Capital Management
Connecticut
$214K +$1.73K +5 +0.7%
BA
3074
Ballew Advisors
Mississippi
$213K -$888K -2,561 -79%
MA
3075
Maxele Advisors
Missouri
$213K -$7.63K -22 -3%
121 122
123
124 125