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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
4826
Ravenstone Capital Management
$229K -$128K -200 -33%
MWA
4827
Miller Wealth Advisors
Colorado
$229K – – –
DIP
4828
Davis Investment Partners
North Carolina
$228K +$36.5K +57 +17%
PF
4829
Penney Financial
Texas
$228K +$9.61K +15 +4%
MPW
4830
MA Private Wealth
California
$228K +$255K +398 New
BWA
4831
Boulder Wealth Advisors
Colorado
$227K -$16.7K -26 -6%
AFW
4832
Atlantic Family Wealth
Florida
$227K +$34K +53 +15%
RTC
4833
Riverview Trust Company
Washington
$227K -$120K -188 -32%
MPCL
4834
My Personal CFO LLC
Washington
$225K -$642K -1,001 -72%
KGP
4835
Keystone Global Partners
Colorado
$225K – – –
JE
4836
JMAC Enterprises
Pennsylvania
$225K +$28.8K +45 +13%
FFWA
4837
FRG Family Wealth Advisors
Washington
$225K +$253K +394 New
AWA
4838
AmeriServ Wealth Advisors
Pennsylvania
$225K -$26.3K -41 -9%
WCM
4839
Wealthcare Capital Management
Virginia
$225K – – –
HWA
4840
Heritage Wealth Architects
Minnesota
$225K -$30.8K -48 -12%
KFS
4841
Kelly Financial Services
Massachusetts
$224K +$7.05K +11 +3%
LAS
4842
Lloyd Advisory Services
Georgia
$224K +$92.3K +144 +58%
KFG
4843
Kingdom Financial Group
Arizona
$224K +$162K +253 +183%
TFG
4844
Tilson Financial Group
New Jersey
$224K +$7.05K +11 +3%
TCFP
4845
Treasure Coast Financial Planning
Florida
$223K -$13.5K -21 -5%
ASG
4846
Ariston Services Group
California
$223K – – –
HFS
4847
Horizon Financial Services
North Carolina
$223K +$115K +180 +86%
RC
4848
Resolute Capital
South Carolina
$222K +$5.77K +9 +2%
MFG
4849
Mosaic Financial Group
Illinois
$222K -$379K -592 -60%
MIM
4850
Meridiem Investment Management
United Kingdom
$222K – – –
192 193
194
195 196