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Name Holding Trade Value Shares
Change 		Change in
Stake
TR
4826
Tepp RIA
New Jersey
$225K +$244K +399 New
PF
4827
Penney Financial
Texas
$225K – – –
LWA
4828
Lifelong Wealth Advisors
Minnesota
$224K +$20.8K +34 +9%
AA
4829
Alpha Advisors
Virginia
$224K -$4.89K -8 -2%
LFIA
4830
Legacy Financial Independent Advisors
Kentucky
$224K -$2.9M -4,736 -92%
AFW
4831
Atlantic Family Wealth
Florida
$224K – – –
BS
4832
Brighton Securities
New York
$223K +$5.5K +9 +2%
RTC
4833
Riverview Trust Company
Washington
$223K – – –
OA
4834
Oxbow Advisors
Texas
$223K +$242K +396 New
JF
4835
Joule Financial
Kentucky
$222K -$8.56K -14 -3%
JE
4836
JMAC Enterprises
Pennsylvania
$222K – – –
KGP
4837
Keystone Global Partners
Colorado
$222K – – –
SHIM
4838
Stone House Investment Management
Pennsylvania
$221K +$24.5K +40 +11%
PWA
4839
Providence Wealth Advisors
Illinois
$221K +$3.06K +5 +1%
HI
4840
Human Investing
Oregon
$219K -$33.6K -55 -12%
EWM
4841
Elmwood Wealth Management
California
$219K -$94.8K -155 -28%
SWM
4842
Stockman Wealth Management
Montana
$219K +$12.2K +20 +5%
PFA
4843
Presper Financial Architects
Ohio
$219K -$66K -108 -22%
MIM
4844
Meridiem Investment Management
United Kingdom
$218K – – –
DC
4845
Destiny Capital
Colorado
$218K +$236K +386 New
FC
4846
Fulcrum Capital
Washington
$217K – – –
IIM
4847
Illumine Investment Management
Washington
$217K – – –
NL
4848
NDWM LLC
California
$217K +$19K +31 +9%
WCM
4849
Wealthcare Capital Management
Virginia
$216K -$5.5K -9 -2%
VMMC
4850
V.M. Manning & Co
South Carolina
$216K +$234K +383 New
192 193
194
195 196