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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2651
Insight Advisors
Pennsylvania
$205K -$9.76K -197 -5%
RWM
2652
RKL Wealth Management
Pennsylvania
$205K +$205K +4,136 New
NJBEST
2653
New Jersey Better Educational Savings Trust
New Jersey
$204K – – –
MSFP
2654
Mark Sheptoff Financial Planning
Connecticut
$204K +$29.7K +600 +17%
MIA
2655
MainStreet Investment Advisors
Illinois
$203K – – –
SAM
2656
Secure Asset Management
Michigan
$203K +$203K +4,095 New
RRA
2657
Round Rock Advisors
Connecticut
$203K +$203K +4,096 New
PL
2658
Parthenon LLC
Kentucky
$202K – – –
RG
2659
Renaissance Group
Kentucky
$201K – – –
EWP
2660
Engrave Wealth Partners
Texas
$201K +$7.04K +142 +4%
ACM
2661
Advance Capital Management
Michigan
$201K +$201K +4,050 New
SC
2662
Sierra Capital
Florida
$200K -$123K -2,486 -38%
FIM
2663
Fernwood Investment Management
Massachusetts
$200K – – –
NCM
2664
Neumann Capital Management
California
$200K – – –
NEAM
2665
New England Asset Management
Connecticut
$200K – – –
WIA
2666
Wealthstreet Investment Advisors
Texas
$198K – – –
WIM
2667
Westside Investment Management
California
$196K +$26.7K +538 +3%
HS
2668
Horan Securities
United States
$188K +$50 +1 +0%
PP
2669
PFS Partners
New Jersey
$184K – – –
TCWA
2670
Ten Capital Wealth Advisors
Washington
$183K -$10.1K -204 -5%
LF
2671
Lee Financial
Texas
$182K +$57.6K +1,162 +46%
JMF
2672
Johnson Midwest Financial
Iowa
$180K +$13.4K +270 +8%
MWC
2673
MBM Wealth Consultants
Missouri
$179K -$28.5K -575 -14%
SCA
2674
Sandy Cove Advisors
Massachusetts
$173K +$23.7K +478 +16%
T
2675
TCWP
Ohio
$173K +$174K +3,510 New
105 106
107
108 109