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Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
2276
Key Client Fiduciary Advisors
New Jersey
$626K +$453K +4,481 New
CL
2277
CPWA LLC
Oregon
$625K – – –
TS
2278
TradeWell Securities
Indiana
$625K +$452K +4,474 New
BWA
2279
Blodgett Wealth Advisors
California
$625K -$78.4K -775 -15%
MWA
2280
Motive Wealth Advisors
Michigan
$624K +$452K +4,467 New
KRW
2281
Kaufman Rossin Wealth
Florida
$623K -$896K -8,862 -62%
CWA
2282
Canvas Wealth Advisors
Kansas
$623K +$451K +4,461 New
LC
2283
Lawood & Co
Pennsylvania
$623K -$105K -1,040 -19%
DI
2284
DDFG Inc
California
$621K +$450K +4,450 New
QP
2285
Quilter Plc
United Kingdom
$621K +$450K +4,448 New
SAA
2286
Southeast Asset Advisors
Georgia
$621K -$84.4K -835 -16%
FCCM
2287
First City Capital Management
Georgia
$621K +$450K +4,446 New
KBFS
2288
Kohmann Bosshard Financial Services
Ohio
$621K -$23.7K -234 -5%
LGG
2289
Luts & Greenleigh Group
Maryland
$620K +$449K +4,442 New
CWWM
2290
Clear Wave Wealth Management
New Jersey
$619K +$449K +4,436 New
NWA
2291
New World Advisors
Massachusetts
$617K +$447K +4,422 New
RIM
2292
RW Investment Management
Idaho
$617K +$447K +4,421 New
AOWM
2293
Alpha Omega Wealth Management
Virginia
$617K -$3.41M -33,755 -88%
WMA
2294
William Mack & Associates
Michigan
$616K +$446K +4,412 New
FWM
2295
Forteris Wealth Management
New York
$614K +$445K +4,400 New
MCA
2296
Magnolia Capital Advisors
Mississippi
$613K +$444K +4,389 New
FL
2297
FreeGulliver LLC
Louisiana
$612K -$27K -267 -6%
GSWM
2298
Golden State Wealth Management
California
$612K +$104K +1,024 +30%
GKIM
2299
GW&K Investment Management
Massachusetts
$612K +$28.3K +280 +7%
BF
2300
Blankinship & Foster
California
$612K +$443K +4,383 New
90 91
92
93 94