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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
4626
Magnolia Wealth Management
Alabama
$236K +$209K +820 New
LL
4627
LPWM LLC
Minnesota
$235K +$208K +816 New
DAL
4628
Delta Accumulation LLC
California
$234K +$510 +2 +0.2%
PA
4629
Prism Advisors
California
$234K +$207K +810 New
CA
4630
Crane Advisory
California
$233K -$65.8K -258 -24%
NHFG
4631
New Harbor Financial Group
Massachusetts
$232K – – –
EA
4632
Ergawealth Advisors
Illinois
$231K +$204K +801 New
LWAM
4633
Legacy Wealth Asset Management
Minnesota
$231K +$204K +801 New
BWM
4634
Biltmore Wealth Management
Arizona
$230K +$204K +799 New
CWAF
4635
Core Wealth Advisors (Florida)
Florida
$229K +$35.2K +138 +21%
SC
4636
Skylands Capital
Wisconsin
$228K – – –
AC
4637
AIFG Consultants
New York
$225K +$199K +780 New
TF
4638
Threadgill Financial
Texas
$224K +$199K +779 New
PWM
4639
Pacific Wealth Management
California
$224K +$198K +776 New
HAFS
4640
Hapanowicz & Associates Financial Services
Pennsylvania
$224K +$198K +776 New
BCM
4641
Beddow Capital Management
Wyoming
$223K +$198K +775 New
JAIC
4642
Josh Arnold Investment Consultant
Minnesota
$221K +$196K +767 New
MFS
4643
McNamara Financial Services
Massachusetts
$220K +$195K +763 New
SAM
4644
Stone Asset Management
Texas
$218K -$178K -698 -48%
CCM
4645
Cutler Capital Management
Massachusetts
$214K +$18.4K +72 +11%
PHAM
4646
Portland Hill Asset Management
United Kingdom
$213K – – –
GFG
4647
GR Financial Group
Arizona
$213K +$188K +737 New
PPWM
4648
PFG Private Wealth Management
Florida
$212K +$3.83K +15 +2%
GIM
4649
Greylin Investment Management
Virginia
$210K +$186K +729 New
AA
4650
Axiom Advisory
California
$210K -$60.7K -238 -25%
184 185
186
187 188