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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
2301
Integral Investment Advisors
California
$226K +$206K +3,300 New
WPA
2302
West Paces Advisors
Georgia
$225K – – –
RIS
2303
Retirement Income Solutions
Michigan
$225K +$208K +3,330 New
AA
2304
Addison Advisors
Vermont
$225K +$12.5K +200 +6%
MWM
2305
Melfa Wealth Management
Massachusetts
$224K – – –
RFA
2306
Rollins Financial Advisors
New York
$224K – – –
SC
2307
SouthState Corp
Florida
$223K +$16.9K +270 +9%
SHF
2308
Stage Harbor Financial
Massachusetts
$223K -$16.9K -270 -8%
SWM
2309
Sculati Wealth Management
Michigan
$223K -$3.75K -60 -2%
BFS
2310
Burkett Financial Services
South Carolina
$222K -$625 -10 -0.3%
AWM
2311
Accel Wealth Management
Iowa
$222K +$205K +3,290 New
BAM
2312
Brave Asset Management
New Jersey
$222K +$205K +3,290 New
LGG
2313
Luts & Greenleigh Group
Maryland
$222K +$205K +3,290 New
MFA
2314
Morling Financial Advisors
California
$222K +$205K +3,290 New
MPCG
2315
Matrix Private Capital Group
New York
$221K +$204K +3,270 New
PFG
2316
Prosperity Financial Group
California
$221K +$204K +3,270 New
FCA
2317
FinTrust Capital Advisors
South Carolina
$220K -$625K -10,010 -75%
DBG
2318
De Burlo Group
Massachusetts
$220K +$204K +3,260 New
PWM
2319
Palumbo Wealth Management
New York
$220K +$204K +3,260 New
SFS
2320
Stiles Financial Services
Minnesota
$219K +$203K +3,250 New
CFGA
2321
Cambridge Financial Group (Arizona)
Arizona
$219K +$202K +3,240 New
GGI
2322
GPM Growth Investors
Michigan
$219K +$202K +3,240 New
TCWM
2323
Total Clarity Wealth Management
Illinois
$218K -$9.99K -160 -5%
IFPG
2324
Intrepid Financial Planning Group
Indiana
$218K +$202K +3,230 New
BONST
2325
Bank of Nova Scotia Trust
Ontario, Canada
$217K +$201K +3,220 New
91 92
93
94 95