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Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
2701
Tower View Wealth Management
Wisconsin
$280K +$10.5K +23 +4%
RDWM
2702
Red Door Wealth Management
Tennessee
$279K – – –
W
2703
Wealthquest
Ohio
$279K +$1.37K +3 +0.5%
WIC
2704
WealthBridge Investment Counsel
Alberta, Canada
$279K – – –
CWM
2705
Chicago Wealth Management
Illinois
$279K – – –
FDS
2706
Freedom Day Solutions
Texas
$278K – – –
MAG
2707
Mayfair Advisory Group
Alabama
$278K -$36.9K -81 -11%
OTL
2708
Oak Thistle LLC
New York
$277K +$287K +629 New
CWA
2709
Carolina Wealth Advisors
South Carolina
$277K – – –
GSIAS
2710
Garden State Investment Advisory Services
New Jersey
$276K – – –
MCA
2711
MSH Capital Advisors
Arizona
$275K -$47.4K -104 -14%
GJIA
2712
Glass Jacobson Investment Advisors
Maryland
$275K – – –
SCA
2713
Sandy Cove Advisors
Massachusetts
$275K -$5.47K -12 -2%
OWA
2714
Opal Wealth Advisors
New York
$274K +$3.64K +8 +1%
RFP
2715
Root Financial Partners
California
$274K +$283K +622 New
SF
2716
Safeguard Financial
Wisconsin
$274K +$73.8K +162 +35%
VWM
2717
Vigilare Wealth Management
Arizona
$274K – – –
EA
2718
Emerald Advisors
Washington
$273K +$17.3K +38 +7%
FFS
2719
Founders Financial Securities
Maryland
$272K +$20K +44 +8%
AT
2720
Arlington Trust
Alabama
$272K -$470K -1,031 -63%
HCP
2721
Hexagon Capital Partners
Arkansas
$272K +$10.9K +24 +4%
DWM
2722
Denver Wealth Management
Colorado
$271K -$36.4K -80 -12%
KCPG
2723
Kavar Capital Partners Group
Kansas
$270K +$49.2K +108 +21%
LGW
2724
Leslie Global Wealth
Illinois
$270K +$279K +613 New
AFG
2725
Allegheny Financial Group
Pennsylvania
$270K +$81.5K +179 +41%
107 108
109
110 111