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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
4451
Ares Financial Consulting
California
$420K +$425K +636 New
MWA
4452
MFA Wealth Advisors
Pennsylvania
$420K -$12.7K -19 -3%
AWM
4453
Able Wealth Management
New Jersey
$418K +$77.5K +116 +22%
AGM
4454
Alpine Global Management
New York
$417K +$45.4K +68 +12%
KL
4455
KWMG LLC
Kansas
$415K +$64.1K +96 +18%
CFA
4456
Cahill Financial Advisors
Minnesota
$415K -$11.4K -17 -3%
PWMG
4457
Private Wealth Management Group
New Jersey
$415K -$12K -18 -3%
CP
4458
Castleview Partners
Texas
$415K +$68.8K +103 +20%
CWL
4459
Causey Wealth LLC
Colorado
$415K +$419K +628 New
PFO
4460
Pioneer Family Office
Florida
$415K +$419K +628 New
RF
4461
Roxbury Financial
New Jersey
$414K +$668 +1 +0.2%
ACM
4462
Andina Capital Management
Utah
$413K -$77.5K -116 -16%
POIA
4463
Pin Oak Investment Advisors
Texas
$413K +$21.4K +32 +5%
WF
4464
Warner Financial
Maryland
$413K +$417K +625 New
GLLW
4465
Graves Light Lenhart Wealth
Virginia
$411K +$15.4K +23 +4%
SWA
4466
Strata Wealth Advisors
Texas
$410K +$30.7K +46 +8%
SA
4467
SRH Advisors
Kansas
$409K +$20.7K +31 +5%
SNBOSCI
4468
Security National Bank of Sioux City Iowa
Iowa
$409K – – –
BFAG
4469
Blackston Financial Advisory Group
Florida
$409K -$2K -3 -0.5%
WMWM
4470
Whitaker-Myers Wealth Managers
Ohio
$409K -$1.91M -2,854 -82%
DP
4471
Denver PWM
Colorado
$408K – – –
PIFP
4472
Partners in Financial Planning
Virginia
$407K – – –
SWA
4473
ShankerValleau Wealth Advisors
Illinois
$407K – – –
HPWM
4474
High Point Wealth Management
New Jersey
$407K +$412K +617 New
MJP
4475
Michael J. Puzo
$406K +$194K +290 +89%
177 178
179
180 181