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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3151
Advisory Advocates
Michigan
$455K +$484K +1,321 New
RCWM
3152
Royal Capital Wealth Management
Indiana
$455K +$1.1K +3 +0.2%
CFG
3153
Certior Financial Group
Pennsylvania
$454K +$39.9K +109 +9%
FFA
3154
Fi3 Financial Advisors
Indiana
$454K -$77.7K -212 -14%
WIM
3155
Warwick Investment Management
Texas
$454K -$44.7K -122 -8%
FWM
3156
Finer Wealth Management
Massachusetts
$454K +$1.47K +4 +0.3%
CWM
3157
Cranbrook Wealth Management
Michigan
$452K +$37K +101 +8%
KWM
3158
Kaydan Wealth Management
Michigan
$452K – – –
RIM
3159
Redwood Investment Management
Arizona
$452K -$83.1K -227 -15%
WA
3160
Waterford Advisors
New York
$452K +$1.83K +5 +0.4%
RFW
3161
Redwood Family Wealth
Texas
$452K +$481K +1,312 New
TA
3162
Tectonic Advisors
Texas
$451K – – –
BFA
3163
Brown Financial Advisory
Alabama
$451K +$27.5K +75 +6%
EWM
3164
Elevation Wealth Management
Minnesota
$451K +$480K +1,310 New
TPWA
3165
TRUE Private Wealth Advisors
Oregon
$450K -$28.6K -78 -6%
BMM
3166
Berkshire Money Management
Massachusetts
$450K +$479K +1,307 New
WF
3167
WealthPoint Financial
North Carolina
$450K +$479K +1,307 New
CIS
3168
Connors Investor Services
Pennsylvania
$449K – – –
PA
3169
Planning Alternatives
Michigan
$449K -$36.6K -100 -7%
SWM
3170
Sterling Wealth Management
Illinois
$449K -$366 -1 -0.1%
SFS
3171
Summit Financial Strategies
Ohio
$449K -$6.23K -17 -1%
OFP
3172
OFC Financial Planning
New Jersey
$448K – – –
VIP
3173
Value Investment Professionals
New York
$448K +$477K +1,303 New
AWA
3174
Adapt Wealth Advisors
Georgia
$448K -$366 -1 -0.1%
AFS
3175
Access Financial Services
Minnesota
$448K +$6.59K +18 +1%
125 126
127
128 129