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Name Holding Trade Value Shares
Change 		Change in
Stake
NLWP
3151
Next Level Wealth Planning
Idaho
$223K -$53.7K -440 -19%
RDFA
3152
Ritter Daniher Financial Advisory
Ohio
$223K – – –
SRWM
3153
Shira Ridge Wealth Management
California
$223K -$4.88K -40 -2%
MWM
3154
Maltin Wealth Management
New Jersey
$223K – – –
TMWM
3155
Taylor & Morgan Wealth Management
Michigan
$223K +$1.22K +10 +0.5%
GVCM
3156
Global View Capital Management
Wisconsin
$223K +$15.9K +130 +8%
EIP
3157
Ellis Investment Partners
Pennsylvania
$223K -$20.7K -170 -8%
EIA
3158
Edgemoor Investment Advisors
Maryland
$223K +$3.66K +30 +2%
FFC
3159
Frederick Financial Consultants
Maryland
$222K +$2.44K +20 +1%
HAIM
3160
Hunter Associates Investment Management
Pennsylvania
$222K -$67.1K -550 -23%
CA
3161
Corrado Advisors
New Jersey
$222K – – –
SWM
3162
Seed Wealth Management
Illinois
$222K -$409K -3,350 -64%
BW
3163
BostonPremier Wealth
Massachusetts
$222K – – –
PIN
3164
Prudent Investors Network
California
$222K – – –
AWP
3165
Avid Wealth Partners
Texas
$222K +$3.66K +30 +2%
RF
3166
Roxbury Financial
New Jersey
$222K +$13.4K +110 +6%
AMBIA
3167
Allen Mooney & Barnes Investment Advisors
Georgia
$222K +$39.1K +320 +21%
NWP
3168
NerdWallet Wealth Partners
New York
$222K +$226K +1,850 New
CCM
3169
Cloud Capital Management
Washington
$221K +$11K +90 +5%
GGS
3170
Galvin Gaustad & Stein
Arizona
$221K +$4.88K +40 +2%
AWAP
3171
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$221K – – –
KL
3172
KWMG LLC
Kansas
$219K – – –
CAM
3173
Claret Asset Management
Quebec, Canada
$219K -$2.44K -20 -1%
JAFL
3174
Jay A. Fishman Ltd
Michigan
$218K +$9.76K +80 +5%
GIC
3175
GFI Investment Counsel
Ontario, Canada
$218K +$222K +1,820 New
125 126
127
128 129