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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
5601
Merited Wealth
Florida
$308K +$307K +1,651 New
WHCFA
5602
William Howard & Co Financial Advisors
Tennessee
$308K – – –
AAG
5603
Avalon Advisory Group
Pennsylvania
$304K -$791K -4,250 -72%
TCTWM
5604
Three Cord True Wealth Management
Pennsylvania
$303K +$302K +1,625 New
EA
5605
Evergreen Advisors
Tennessee
$303K +$302K +1,622 New
TPF
5606
Tribridge Partners Financial
Maryland
$302K – – –
LS
5607
LCW Services
Virginia
$302K +$301K +1,618 New
BP
5608
BCK Partners
New York
$301K +$3.16K +17 +1%
SDAM
5609
Shulman DeMeo Asset Management
New York
$301K +$23.3K +125 +8%
WWA
5610
Wingate Wealth Advisors
Massachusetts
$300K -$28.7K -154 -9%
SC
5611
Schiavi & Co
Delaware
$300K – – –
PWM
5612
Platform Wealth Management
Utah
$300K +$299K +1,607 New
SHJ
5613
Sharkey, Howes & Javer
Colorado
$299K – – –
GWM
5614
Graybill Wealth Management
Illinois
$299K +$15.8K +85 +6%
YAIA
5615
Yanni & Associates Investment Advisors
Pennsylvania
$299K +$298K +1,603 New
RFA
5616
RTD Financial Advisors
Pennsylvania
$298K -$89.3K -480 -23%
SEM
5617
Strategic Equity Management
Arizona
$298K -$67.6K -363 -19%
JGUA
5618
John G. Ullman & Associates
New York
$298K +$297K +1,596 New
LFWA
5619
LBJ Family Wealth Advisors
Texas
$297K – – –
IWM
5620
Inlight Wealth Management
Georgia
$297K -$13K -70 -4%
JAA
5621
Joel Adams & Associates
North Carolina
$297K – – –
HA
5622
Hegarty Advisors
New York
$296K +$296K +1,588 New
PS
5623
Portfolio Strategies
New York
$295K -$5.03K -27 -2%
SCM
5624
Sheridan Capital Management
California
$294K +$14.9K +80 +5%
HWM
5625
HFG Wealth Management
Texas
$294K -$1.3K -7 -0.4%
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225
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