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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2076
Tactive Advisors
Florida
$236K -$129K -2,812 -34%
CCG
2077
Chatham Capital Group
Georgia
$235K +$245K +5,336 New
WAM
2078
Walker Asset Management
Missouri
$235K +$244K +5,333 New
RWP
2079
Revolve Wealth Partners
New Jersey
$235K +$244K +5,328 New
AA
2080
Aire Advisors
California
$235K -$110K -2,396 -31%
MSF
2081
Mustard Seed Financial
Arkansas
$234K +$243K +5,310 New
MEG
2082
Millstone Evans Group
Colorado
$234K – – –
RFP
2083
Root Financial Partners
California
$234K -$1.15K -25 -0.5%
BFG
2084
Bouchey Financial Group
New York
$233K +$173K +3,778 New
SAA
2085
Southeast Asset Advisors
Georgia
$233K +$242K +5,283 New
SIS
2086
Sound Income Strategies
Florida
$233K -$10.9K -238 -5%
VFG
2087
Victory Financial Group
Texas
$233K +$242K +5,279 New
RA
2088
Rubicon Advisors
California
$232K +$241K +5,267 New
KFI
2089
Key Financial Inc
Pennsylvania
$232K +$4.58K +100 +2%
GFL
2090
Granite FO LLC
New Hampshire
$232K – – –
MCWS
2091
McKinley Carter Wealth Services
West Virginia
$232K +$241K +5,262 New
JC
2092
JB Capital
Connecticut
$232K +$241K +5,249 New
BWA
2093
Blodgett Wealth Advisors
California
$232K +$241K +5,248 New
SAM
2094
Stembrook Asset Management
New Jersey
$231K +$240K +5,239 New
S
2095
Steadtrust
Texas
$231K +$240K +5,239 New
LWM
2096
Lyell Wealth Management
California
$231K +$240K +5,230 New
SWM
2097
Steinberganna Wealth Management
New York
$231K +$240K +5,228 New
GLLW
2098
Graves Light Lenhart Wealth
Virginia
$230K +$239K +5,211 New
PDL
2099
Portfolio Design Labs
California
$230K +$239K +5,210 New
KWS
2100
Keystone Wealth Services
California
$230K +$239K +5,209 New
82 83
84
85 86