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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
3101
LifeGoal Wealth Advisors
New York
$250K +$211K +1,870 New
RDFA
3102
Ritter Daniher Financial Advisory
Ohio
$249K – – –
MWM
3103
Maltin Wealth Management
New Jersey
$249K +$210K +1,860 New
SC
3104
Summa Corp
Texas
$249K +$210K +1,860 New
SCA
3105
Stonebridge Capital Advisors
Minnesota
$248K +$209K +1,850 New
CA
3106
Corrado Advisors
New Jersey
$248K +$209K +1,850 New
BW
3107
BostonPremier Wealth
Massachusetts
$248K +$209K +1,850 New
FCIM
3108
Fairview Capital Investment Management
California
$248K +$209K +1,850 New
FYW
3109
Future You Wealth
New York
$248K +$209K +1,850 New
PIN
3110
Prudent Investors Network
California
$248K +$209K +1,850 New
TMWM
3111
Taylor & Morgan Wealth Management
Michigan
$248K +$209K +1,850 New
MCIA
3112
Mountain Capital Investment Advisors
Colorado
$247K +$216K +1,910 New
CAM
3113
Claret Asset Management
Quebec, Canada
$247K +$208K +1,840 New
AFAS
3114
Acorn Financial Advisory Services
Virginia
$246K +$208K +1,840 New
AWAP
3115
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$246K +$208K +1,840 New
IPW
3116
Intergy Private Wealth
Colorado
$246K +$208K +1,840 New
FFC
3117
Frederick Financial Consultants
Maryland
$245K +$207K +1,830 New
KL
3118
KWMG LLC
Kansas
$245K -$37.3K -330 -15%
AA
3119
ACT Advisors
North Carolina
$245K +$207K +1,830 New
M
3120
MATAURO
New York
$245K +$207K +1,830 New
MFS
3121
Miller Financial Services
Michigan
$245K +$207K +1,830 New
EIA
3122
Edgemoor Investment Advisors
Maryland
$245K +$206K +1,820 New
AWP
3123
Avid Wealth Partners
Texas
$244K +$206K +1,820 New
CCM
3124
Chaney Capital Management
Washington
$244K +$206K +1,820 New
GWS
3125
Greykasell Wealth Strategies
California
$242K +$76.9K +680 +60%
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