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Name Holding Trade Value Shares
Change 		Change in
Stake
WH
2951
Willner & Heller
California
$240K -$26.9K -403 -11%
CC
2952
Cadinha & Co
Hawaii
$240K -$501K -7,509 -69%
MWP
2953
Meridian Wealth Partners
Pennsylvania
$240K -$61.4K -919 -22%
LAS
2954
Lloyd Advisory Services
Georgia
$239K +$223K +3,341 New
JWM
2955
Jessup Wealth Management
Ohio
$239K +$223K +3,335 New
IPA
2956
Investment Planning Advisors
Georgia
$238K +$6.61K +99 +3%
SGI
2957
Swan Global Investments
Colorado
$238K +$222K +3,324 New
JEST
2958
JTC Employer Solutions Trustee
Jersey
$238K – – –
MCAI
2959
Members Capital Advisors Inc
Wisconsin
$238K – – –
NC
2960
North Capital
Utah
$238K +$222K +3,319 New
B
2961
Birchbrook
Maine
$237K – – –
NCG
2962
Newport Capital Group
New Jersey
$237K +$1.4K +21 +0.6%
AC
2963
Attessa Capital
Arizona
$236K +$220K +3,300 New
BWG
2964
Berry Wealth Group
Texas
$236K +$220K +3,299 New
TPW
2965
Transatlantique Private Wealth
New York
$236K -$60.2K -902 -22%
EGA
2966
E&G Advisors
Texas
$235K -$20K -300 -8%
HWM
2967
Hobbs Wealth Management
Indiana
$235K -$13K -195 -6%
GFG
2968
Grantvest Financial Group
New Jersey
$235K – – –
CF
2969
Convergence Financial
Missouri
$235K +$219K +3,278 New
NFA
2970
Northwest Financial Advisors
Virginia
$235K -$16.8K -251 -7%
IRAG
2971
Investment Research & Advisory Group
Georgia
$235K +$28.5K +427 +15%
HCA
2972
Heck Capital Advisors
Wisconsin
$234K -$261K -3,907 -54%
SCM
2973
Saxony Capital Management
Missouri
$233K +$217K +3,254 New
SPP
2974
Single Point Partners
Massachusetts
$233K +$218K +3,260 New
MWM
2975
MinichMacGregor Wealth Management
New York
$233K -$44.7K -670 -17%
117 118
119
120 121