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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2776
Level Wealth Management
North Carolina
$416K -$10.5K -19 -3%
CGFA
2777
Colton Groome Financial Advisors
North Carolina
$416K +$410K +741 New
GA
2778
Goldstein Advisors
Wisconsin
$415K -$442K -799 -52%
RA
2779
Riverstone Advisors
Texas
$415K +$408K +738 New
CCA
2780
Covey Capital Advisors
Georgia
$413K – – –
SAF
2781
Smith Anglin Financial
Texas
$412K -$174K -314 -30%
APW
2782
Acima Private Wealth
Virginia
$412K -$27.7K -50 -6%
BCM
2783
Bienville Capital Management
New York
$412K – – –
FGC
2784
Financial Gravity Companies
Texas
$412K +$406K +734 New
LRIA
2785
Leonard Rickey Investment Advisors
Washington
$410K +$8.29K +15 +2%
HW
2786
HORAN Wealth
Ohio
$410K +$403K +729 New
MWC
2787
MBM Wealth Consultants
Missouri
$409K – – –
KF
2788
KKM Financial
Illinois
$408K – – –
LA
2789
Lakeside Advisors
Washington
$407K – – –
EWM
2790
Elevatus Welath Management
New York
$407K +$7.19K +13 +2%
VNA
2791
Valley National Advisers
Pennsylvania
$406K +$52.5K +95 +15%
W
2792
Wealthquest
Ohio
$405K +$37.1K +67 +10%
GA
2793
GSG Advisors
New Jersey
$405K +$18.8K +34 +5%
TA
2794
Tactive Advisors
Florida
$405K +$398K +720 New
M1FG
2795
Mach-1 Financial Group
Arkansas
$404K +$398K +719 New
XWM
2796
Xcel Wealth Management
Florida
$404K +$3.87K +7 +1%
GSWM
2797
Golden State Wealth Management
California
$404K -$243K -439 -38%
SI
2798
Stonekeep Investments
New Mexico
$403K – – –
NRG
2799
Nemes Rush Group
Michigan
$401K +$63K +114 +19%
NSB
2800
Norway Savings Bank
Maine
$401K -$77.4K -140 -16%
110 111
112
113 114