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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1926
Medallion Wealth Advisors
Connecticut
$280K -$25.2K -550 -8%
HSWM
1927
Hubbell Strickland Wealth Management
Louisiana
$279K -$87.1K -1,901 -23%
MCCP
1928
Mission Creek Capital Partners
California
$279K +$398K +8,683 New
AWM
1929
Arista Wealth Management
Nevada
$279K -$457K -9,961 -61%
LSIA
1930
LaSalle St. Investment Advisors
Illinois
$279K -$9.26K -202 -3%
GFPC
1931
Global Financial Private Client
Florida
$279K +$9.3K +203 +3%
AIM
1932
Anatole Investment Management
Hong Kong
$279K +$289K +6,312 New
APW
1933
Acima Private Wealth
Virginia
$278K – – –
IIC
1934
Integrated Investment Consultants
Michigan
$278K +$37.4K +817 +15%
KAS
1935
KPP Advisory Services
Kentucky
$277K -$22.3K -487 -7%
PWA
1936
Peterson Wealth Advisors
Utah
$275K -$44.6K -972 -13%
HTHT
1937
Hemenway Trust Hemenway Trust
New Hampshire
$274K -$19K -415 -6%
GEA
1938
Glen Eagle Advisors
New Jersey
$274K – – –
CVA
1939
Central Valley Advisors
California
$274K +$284K +6,197 New
AMPWP
1940
Alvarez & Marsal Private Wealth Partners
Florida
$274K +$284K +6,198 New
AI
1941
Accredited Investors
Minnesota
$273K -$258K -5,628 -48%
CWM
1942
Chesapeake Wealth Management
Virginia
$273K +$8.34K +182 +3%
FGWP
1943
Founders Grove Wealth Partners
Virginia
$272K +$8.07K +176 +3%
ACGA
1944
Atlanta Consulting Group Advisors
Georgia
$272K +$3.53K +77 +1%
LP
1945
LGL Partners
Pennsylvania
$272K – – –
TW
1946
TritonPoint Wealth
Maryland
$271K +$282K +6,149 New
ASG
1947
Ariston Services Group
California
$271K -$341K -7,438 Closed
JE
1948
JMAC Enterprises
Pennsylvania
$271K – – –
CFC
1949
Coyle Financial Counsel
Illinois
$271K +$17.8K +389 +7%
PG
1950
Prostatis Group
Maryland
$270K -$20.2K -441 -7%
76 77
78
79 80