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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2076
Kelly Financial Services
Massachusetts
$25K +$1.95K +23 +8%
AWM
2077
Avondale Wealth Management
Texas
$25K – – –
LB
2078
Legacy Bridge
Iowa
$25K – – –
MWA
2079
Moser Wealth Advisors
Washington
$25K – – –
ZC
2080
Zeit Capital
Colorado
$25K – – –
MSFP
2081
Mark Sheptoff Financial Planning
Connecticut
$24K -$42.5K -500 -64%
TFM
2082
TFC Financial Management
Massachusetts
$24K -$11.6K -136 -32%
AI
2083
AdvisorShares Investments
Maryland
$24K – – –
TSW
2084
Thompson Siegel & Walmsley
Virginia
$24K – – –
MFA
2085
McClarren Financial Advisors
Pennsylvania
$24K +$24.3K +286 New
GA
2086
GoalVest Advisory
New York
$23K -$23.4K -275 -51%
FWM
2087
Focused Wealth Management
New York
$23K +$85 +1 +0.4%
BC
2088
Burleson & Co
California
$22K +$85 +1 +0.4%
APW
2089
Acima Private Wealth
Virginia
$22K – – –
RWM
2090
Raffa Wealth Management
District of Columbia
$21.1K – – –
CH
2091
Canton Hathaway
Rhode Island
$21K -$212K -2,500 -91%
CWA
2092
Carolina Wealth Advisors
South Carolina
$21K – – –
CCA
2093
Column Capital Advisors
Indiana
$21K – – –
GAG
2094
Goodman Advisory Group
Massachusetts
$21K – – –
PCA
2095
Providence Capital Advisors
North Carolina
$20K -$4.55M -53,600 -100%
EL
2096
EMFO LLC
Florida
$20K – – –
JGIA
2097
Jackson Grant Investment Advisers
Connecticut
$20K – – –
TCM
2098
TD Capital Management
Tennessee
$20K +$20.3K +239 New
FSWA
2099
Financial Synergies Wealth Advisors
Texas
$19.4K +$340 +4 +2%
AFS
2100
Annapolis Financial Services
Maryland
$19K +$16.6K +195 +750%
82 83
84
85 86