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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3151
Centerpoint Advisors
Massachusetts
$224K +$63.5K +520 +39%
NLWP
3152
Next Level Wealth Planning
Idaho
$223K -$53.7K -440 -19%
RDFA
3153
Ritter Daniher Financial Advisory
Ohio
$223K – – –
SRWM
3154
Shira Ridge Wealth Management
California
$223K -$4.88K -40 -2%
MWM
3155
Maltin Wealth Management
New Jersey
$223K – – –
TMWM
3156
Taylor & Morgan Wealth Management
Michigan
$223K +$1.22K +10 +0.5%
GVCM
3157
Global View Capital Management
Wisconsin
$223K +$15.9K +130 +8%
EIP
3158
Ellis Investment Partners
Pennsylvania
$223K -$20.7K -170 -8%
EIA
3159
Edgemoor Investment Advisors
Maryland
$223K +$3.66K +30 +2%
FFC
3160
Frederick Financial Consultants
Maryland
$222K +$2.44K +20 +1%
HAIM
3161
Hunter Associates Investment Management
Pennsylvania
$222K -$67.1K -550 -23%
CA
3162
Corrado Advisors
New Jersey
$222K – – –
SWM
3163
Seed Wealth Management
Illinois
$222K -$409K -3,350 -64%
BW
3164
BostonPremier Wealth
Massachusetts
$222K – – –
PIN
3165
Prudent Investors Network
California
$222K – – –
AWP
3166
Avid Wealth Partners
Texas
$222K +$3.66K +30 +2%
RF
3167
Roxbury Financial
New Jersey
$222K +$13.4K +110 +6%
AMBIA
3168
Allen Mooney & Barnes Investment Advisors
Georgia
$222K +$39.1K +320 +21%
NWP
3169
NerdWallet Wealth Partners
New York
$222K +$226K +1,850 New
CCM
3170
Cloud Capital Management
Washington
$221K +$11K +90 +5%
GGS
3171
Galvin Gaustad & Stein
Arizona
$221K +$4.88K +40 +2%
AWAP
3172
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$221K – – –
KL
3173
KWMG LLC
Kansas
$219K – – –
CAM
3174
Claret Asset Management
Quebec, Canada
$219K -$2.44K -20 -1%
JAFL
3175
Jay A. Fishman Ltd
Michigan
$218K +$9.76K +80 +5%
125 126
127
128 129