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Name Holding Trade Value Shares
Change 		Change in
Stake
GB
3176
Goepper Burkhardt
South Carolina
$226K +$191K +1,690 New
FPWM
3177
FSB Premier Wealth Management
Iowa
$226K +$191K +1,690 New
TWM
3178
Topsail Wealth Management
North Carolina
$226K +$191K +1,690 New
BCPWM
3179
Bradley & Co Private Wealth Management
Florida
$226K +$26K +230 +16%
PWM
3180
Provident Wealth Management
Tennessee
$225K +$190K +1,680 New
SDAM
3181
Shulman DeMeo Asset Management
New York
$225K +$190K +1,680 New
SA
3182
Stewardship Advisors
Pennsylvania
$225K +$190K +1,680 New
TWP
3183
Tempus Wealth Planning
California
$225K +$190K +1,680 New
FBT
3184
First Bankers Trust
Kentucky
$225K +$190K +1,680 New
SPA
3185
Shore Point Advisors
New Jersey
$225K +$190K +1,680 New
CWM
3186
Cahaba Wealth Management
Georgia
$224K -$56.5K -500 -23%
1NWS
3187
1 North Wealth Services
Maryland
$224K – – –
GFPC
3188
Global Financial Private Client
Florida
$224K +$41.8K +370 +28%
C1AG
3189
Client 1st Advisory Group
Florida
$224K +$189K +1,670 New
TCOTS
3190
Trust Company of the South
North Carolina
$224K +$189K +1,670 New
DP
3191
DDD Partners
Washington
$222K +$188K +1,660 New
GCA
3192
Genesee Capital Advisors
New York
$222K +$188K +1,660 New
AWM
3193
Arista Wealth Management
Nevada
$221K +$187K +1,650 New
RC
3194
Rahlfs Capital
Texas
$221K +$187K +1,650 New
SSW
3195
Smith Shellnut Wilson
Mississippi
$221K +$187K +1,650 New
WCM
3196
Wealthcare Capital Management
Virginia
$220K -$145K -1,280 -44%
CFG
3197
Copley Financial Group
California
$220K -$58.8K -520 -24%
MPCL
3198
My Personal CFO LLC
Washington
$220K +$185K +1,640 New
PIA
3199
Pinion Investment Advisors
Kansas
$218K +$184K +1,630 New
MC
3200
Middleton & Co
Massachusetts
$218K +$184K +1,630 New
126 127
128
129 130