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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2676
Kowal Investment Group
Wisconsin
$307K +$45.7K +100 +19%
AFAS
2677
Acorn Financial Advisory Services
Virginia
$306K -$22.9K -50 -7%
WI
2678
Wintrust Investments
Illinois
$306K +$26.1K +57 +10%
SCA
2679
Sandy Cove Advisors
Massachusetts
$306K +$1.83K +4 +0.6%
MSFP
2680
Mark Sheptoff Financial Planning
Connecticut
$306K -$68.6K -150 -19%
WWMSC
2681
Wagner Wealth Management (South Carolina)
South Carolina
$306K -$3.2K -7 -1%
HCM
2682
Highview Capital Management
Illinois
$305K -$27.9K -61 -9%
RDWM
2683
Red Door Wealth Management
Tennessee
$305K -$2.29K -5 -0.8%
CWM
2684
Chicago Wealth Management
Illinois
$304K – – –
WIC
2685
WealthBridge Investment Counsel
Alberta, Canada
$304K – – –
FDS
2686
Freedom Day Solutions
Texas
$304K – – –
W
2687
Wealthquest
Ohio
$303K +$52.6K +115 +22%
CWA
2688
Carolina Wealth Advisors
South Carolina
$302K – – –
GJIA
2689
Glass Jacobson Investment Advisors
Maryland
$301K – – –
BTIM
2690
BancFirst Trust & Investment Management
Oklahoma
$300K – – –
GSIAS
2691
Garden State Investment Advisory Services
New Jersey
$300K -$9.6K -21 -3%
VWM
2692
Vigilare Wealth Management
Arizona
$299K -$465K -1,017 -62%
GCM
2693
Goldstream Capital Management
Hong Kong
$299K -$45.7K -100 -14%
MWM
2694
Mosley Wealth Management
California
$297K -$14.6K -32 -5%
OWA
2695
Opal Wealth Advisors
New York
$296K -$124K -271 -31%
KPWG
2696
KFA Private Wealth Group
Virginia
$295K +$4.11K +9 +1%
LRIA
2697
Leonard Rickey Investment Advisors
Washington
$295K -$30.2K -66 -10%
TVWM
2698
Tower View Wealth Management
Wisconsin
$294K +$1.37K +3 +0.5%
DWM
2699
Darwin Wealth Management
Florida
$294K -$32K -70 -10%
EPA
2700
Element Pointe Advisors
Florida
$293K -$29.7K -65 -10%
106 107
108
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