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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
3501
Ledgewood Wealth Advisors
New Hampshire
$208K +$198K +542 New
BWP
3502
Bernardo Wealth Planning
Pennsylvania
$208K +$198K +541 New
CAM
3503
Creekmur Asset Management
Illinois
$207K +$31.8K +87 +19%
SWM
3504
Seaside Wealth Management
California
$207K +$197K +539 New
CCM
3505
Consolidated Capital Management
California
$206K +$196K +537 New
MF
3506
Meridian Financial
Massachusetts
$205K +$195K +535 New
JEST
3507
JTC Employer Solutions Trustee
Jersey
$205K – – –
WIP
3508
WealthCare Investment Partners
Rhode Island
$205K +$195K +534 New
OLVIG
3509
Oliver Lagore Vanvalin Investment Group
Michigan
$205K – – –
NCM
3510
Neumann Capital Management
California
$205K +$195K +534 New
BTWM
3511
Brass Tax Wealth Management
Ohio
$204K +$194K +532 New
WFS
3512
Walker Financial Services
Kentucky
$203K -$108K -296 -36%
AA
3513
AlphaQ Advisors
Florida
$203K +$193K +529 New
AA
3514
Acorns Advisers
California
$203K +$194K +530 New
LRIA
3515
Leonard Rickey Investment Advisors
Washington
$203K +$193K +529 New
AWA
3516
Alaska Wealth Advisors
Alaska
$203K +$193K +528 New
MAG
3517
Mokosak Advisory Group
Iowa
$202K +$193K +527 New
VR
3518
Valued Retirements
Texas
$202K +$193K +527 New
HWP
3519
Heritage Wealth Partners
Ohio
$201K – – –
PTB
3520
Pioneer Trust Bank
Oregon
$200K +$191K +522 New
ASFA
3521
All Season Financial Advisors
Colorado
$200K +$191K +522 New
SFO
3522
Standard Family Office
South Dakota
$199K +$189K +518 New
DWS
3523
Dynamic Wealth Strategies
California
$198K +$365 +1 +0.2%
PG
3524
Proffitt & Goodson
Tennessee
$198K +$22.3K +61 +13%
HB
3525
Horizon Bancorp
Indiana
$196K +$8.77K +24 +5%
139 140
141
142 143