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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
3026
AssuredPartners Investment Advisors
Florida
$293K -$833K -1,507 -74%
WCG
3027
Weaver Consulting Group
California
$292K +$7.74K +14 +3%
LWA
3028
Lifelong Wealth Advisors
Minnesota
$292K +$14.9K +27 +5%
DPW
3029
DiNuzzo Private Wealth
Pennsylvania
$292K -$553 -1 -0.2%
HCWM
3030
Hidden Cove Wealth Management
Washington
$291K +$16K +29 +6%
MLA
3031
MB, Levis & Associates
Pennsylvania
$291K – – –
MCIA
3032
Mountain Capital Investment Advisors
Colorado
$290K +$57.5K +104 +25%
1M
3033
1248 Management
Missouri
$289K – – –
TCM
3034
Tufton Capital Management
Maryland
$289K – – –
GAMC
3035
Garner Asset Management Corp
Texas
$289K -$13.8K -25 -5%
MIC
3036
Meridian Investment Counsel
California
$288K +$11.1K +20 +4%
RFA
3037
Register Financial Advisors
Georgia
$288K +$283K +512 New
MWM
3038
MGB Wealth Management
Texas
$288K – – –
PWM
3039
Provident Wealth Management
Tennessee
$286K – – –
VBA
3040
von Borstel & Associates
Oregon
$286K +$3.32K +6 +1%
PS
3041
Portfolio Strategies
New York
$285K – – –
TFA
3042
Tranquilli Financial Advisor
New Jersey
$285K -$52.5K -95 -16%
WE
3043
Wealth Effects
Massachusetts
$285K – – –
B
3044
Barings
North Carolina
$285K -$3.87K -7 -1%
HIF
3045
Hill Island Financial
Michigan
$285K +$280K +507 New
FA
3046
Fermata Advisors
California
$284K -$682K -1,233 -71%
AIA
3047
Accelerate Investment Advisors
California
$284K +$17.1K +31 +7%
CW
3048
Channel Wealth
California
$284K +$2.77K +5 +1%
MWP
3049
Madison Wealth Partners
Wisconsin
$284K -$92.9K -168 -25%
GC
3050
GFG Capital
Florida
$283K -$327K -591 -54%
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122
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