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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1376
Wealth Management Associates
New Jersey
$256K +$233K +1,722 New
BCMLT
1377
Beacon Capital Management LLC (Tennessee)
Tennessee
$255K -$187K -1,377 -44%
EWA
1378
Evolution Wealth Advisors
Florida
$253K +$231K +1,703 New
PAG
1379
Private Advisory Group
Washington
$253K +$231K +1,703 New
LIM
1380
Loudon Investment Management
New Hampshire
$253K +$230K +1,700 New
WC
1381
Waterloo Capital
Texas
$252K -$19.4K -143 -8%
MW
1382
Maia Wealth
Colorado
$251K -$137K -1,011 -39%
RDWM
1383
Red Door Wealth Management
Tennessee
$250K +$228K +1,682 New
FFA
1384
Founders Financial Alliance
North Carolina
$250K +$228K +1,681 New
MWP
1385
Momentum Wealth Planning
Florida
$250K -$285K -2,104 -56%
FFC
1386
Frederick Financial Consultants
Maryland
$248K +$226K +1,670 New
BBWA
1387
Bell & Brown Wealth Advisors
California
$247K +$226K +1,665 New
BWCS
1388
Beirne Wealth Consulting Services
Connecticut
$246K +$225K +1,656 New
XF
1389
XML Financial
Maryland
$246K +$224K +1,655 New
BWP
1390
Balboa Wealth Partners
Arizona
$246K +$224K +1,652 New
KG
1391
Kieckhefer Group
Wisconsin
$245K +$224K +1,650 New
ISL
1392
Ingalls & Snyder LLC
New York
$245K +$224K +1,650 New
SPWG
1393
Syntegra Private Wealth Group
Missouri
$244K +$223K +1,644 New
OHWP
1394
Oak Harbor Wealth Partners
North Carolina
$243K +$222K +1,636 New
RTC
1395
Real Talk Capital
Tennessee
$243K +$222K +1,636 New
HWA
1396
HCR Wealth Advisors
California
$243K -$27.1K -200 -11%
CC
1397
Chicago Capital
Illinois
$243K -$60.1K -443 -21%
EFS
1398
Essex Financial Services
Connecticut
$242K -$539K -3,979 -71%
KGC
1399
Kennon-Green & Company
Ohio
$241K +$220K +1,624 New
NW
1400
Naviter Wealth
Arkansas
$241K +$220K +1,624 New
54 55
56
57 58