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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
4501
Able Wealth Management
New Jersey
$991K +$530K +3,043 +134%
RL
4502
Retireful LLC
Michigan
$991K -$44.8K -257 -5%
AIM
4503
Aspen Investment Management
Michigan
$991K +$85.6K +491 +10%
BFS
4504
Burkett Financial Services
South Carolina
$990K -$24.6K -141 -3%
TFP
4505
Traction Financial Partners
Wyoming
$988K -$6.45K -37 -0.7%
DDC
4506
DF Dent & Co
Maryland
$988K +$450K +2,580 +95%
LWA
4507
Lifelong Wealth Advisors
Minnesota
$986K +$11.3K +65 +1%
NWP
4508
NerdWallet Wealth Partners
New York
$982K +$918K +5,264 New
CC
4509
Capstone Capital
Nevada
$981K +$247K +1,418 +37%
FGG
4510
Financial Guidance Group
Florida
$980K – – –
FPTW
4511
Franklin, Parlapiano, Turner & Welch
Texas
$980K – – –
GA
4512
Greenspring Advisors
Maryland
$979K +$915K +5,247 New
HHMI
4513
Howard Hughes Medical Institute
Maryland
$978K -$7.84K -45 -0.9%
GGA
4514
Granite Group Advisors
Connecticut
$977K +$18K +103 +2%
CAC
4515
Core Alternative Capital
Georgia
$975K -$32.6K -187 -3%
PM
4516
Penbrook Management
New York
$975K – – –
SWTS
4517
Stonehaven Wealth & Tax Solutions
Wisconsin
$972K -$109K -623 -11%
BF
4518
Brooklyn FI
New York
$972K -$523 -3 -0.1%
CCM
4519
Colorado Capital Management
Colorado
$968K -$17.4K -100 -2%
AWP
4520
Axis Wealth Partners
Rhode Island
$967K +$161K +924 +22%
IP
4521
Integras Partners
Georgia
$965K – – –
PMSA
4522
Patrick M. Sweeney & Associates
Illinois
$960K +$174 +1 +0%
BAM
4523
Bayshore Asset Management
Florida
$959K +$120K +687 +15%
FS
4524
Financially Speaking
Colorado
$959K -$84.5K -485 -9%
MSWA
4525
Marshall & Sterling Wealth Advisors
New York
$958K -$10.3K -59 -1%
179 180
181
182 183