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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
2226
Richardson Financial Services
Massachusetts
$119K +$118K +1,099 New
MAWCM
2227
Mine & Arao Wealth Creation & Management
California
$118K – – –
ECM
2228
Elgethun Capital Management
South Dakota
$118K – – –
PP
2229
Pacifica Partners
Canada
$117K – – –
PPWM
2230
PFG Private Wealth Management
Florida
$117K +$88.3K +822 +326%
MWA
2231
Miller Wealth Advisors
Colorado
$116K +$322 +3 +0.3%
KA
2232
Kozak & Associates
Colorado
$116K -$397K -3,690 -76%
EWP
2233
Elevation Wealth Partners
California
$115K +$61.8K +575 +92%
SCM
2234
Silvant Capital Management
Georgia
$114K – – –
JWA
2235
JFS Wealth Advisors
Pennsylvania
$111K +$28.7K +267 +35%
KFI
2236
Key Financial Inc
Pennsylvania
$111K – – –
CWC
2237
Carolinas Wealth Consulting
North Carolina
$109K – – –
CB
2238
Centennial Bank
Arkansas
$109K – – –
PWA
2239
Provenance Wealth Advisors
Florida
$108K +$17K +158 +19%
NFSG
2240
Newbridge Financial Services Group
Florida
$106K -$4.41K -41 -4%
BGAI
2241
Bruce G. Allen Investments
Colorado
$106K +$105K +973 New
HDIM
2242
Hanson & Doremus Investment Management
Vermont
$103K +$645 +6 +0.6%
TCM
2243
Tradewinds Capital Management
Washington
$103K +$322 +3 +0.3%
DAM
2244
Delta Asset Management
Tennessee
$102K +$430 +4 +0.4%
FBC
2245
Fairfield, Bush & Co
Connecticut
$98.9K +$97.9K +911 New
SIS
2246
Strategic Investment Solutions
Illinois
$98K -$849K -7,904 -90%
JSAM
2247
J. Safra Asset Management
New York
$95.9K +$10.9K +101 +13%
FP
2248
Financial Perspectives
Minnesota
$95.8K +$430 +4 +0.5%
AWM
2249
Abound Wealth Management
Tennessee
$94.9K +$8.7K +81 +10%
TIM
2250
Tortoise Investment Management
New York
$93.8K +$20K +186 +27%
88 89
90
91 92