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Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
4851
MB, Levis & Associates
Pennsylvania
$253K – – –
NJBEST
4852
New Jersey Better Educational Savings Trust
New Jersey
$253K – – –
CWAF
4853
Core Wealth Advisors (Florida)
Florida
$252K +$50.8K +76 +25%
CWM
4854
Copia Wealth Management
Oregon
$251K +$6.68K +10 +3%
WAN
4855
Wealth Advisors Northwest
Oregon
$251K +$18K +27 +8%
XFP
4856
Xena Financial Planning
Oregon
$251K +$254K +381 New
HDIM
4857
Hanson & Doremus Investment Management
Vermont
$251K -$19.4K -29 -7%
KFS
4858
Kelly Financial Services
Massachusetts
$251K -$3.34K -5 -1%
MSWM
4859
Mowery & Schoenfeld Wealth Management
Illinois
$251K +$48.7K +73 +24%
CF
4860
Carlson Financial
Oregon
$251K +$254K +380 New
TFG
4861
Tilson Financial Group
New Jersey
$251K -$30.7K -46 -11%
RC
4862
Resolute Capital
South Carolina
$251K +$254K +380 New
CG
4863
Corundum Group
Colorado
$250K -$21.4K -32 -8%
CAM
4864
Capital Asset Management
Colorado
$250K +$252K +378 New
SCA
4865
Sulzberger Capital Advisors
Florida
$247K -$19.4K -29 -7%
BLWM
4866
Bucket List Wealth Management
Florida
$246K +$249K +373 New
SFG
4867
Shum Financial Group
California
$246K -$1.34K -2 -0.5%
ICMM
4868
Integrated Capital Management (Michigan)
Michigan
$246K -$27.4K -41 -10%
PWA
4869
Providence Wealth Advisors
Illinois
$246K +$3.34K +5 +1%
VEA
4870
Virtus ETF Advisers
New York
$246K -$250K -375 -50%
ICM
4871
Innovator Capital Management
Illinois
$246K -$15.4K -23 -6%
KL
4872
Keenan LLC
Massachusetts
$245K +$248K +371 New
CS
4873
Crescent Sterling
Louisiana
$245K +$248K +371 New
TFG
4874
Tull Financial Group
Virginia
$245K -$4.01K -6 -2%
MW
4875
Merited Wealth
Florida
$245K +$248K +371 New
193 194
195
196 197