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Name Holding Trade Value Shares
Change 		Change in
Stake
PIC
2551
Platt Investment Counsel
Florida
$727K – – –
DF
2552
Dunhill Financial
United Kingdom
$726K +$76.3K +237 +15%
BW
2553
BostonPremier Wealth
Massachusetts
$725K +$578K +1,795 New
KWA
2554
Kellett Wealth Advisors
Ohio
$724K +$114K +355 +25%
FFA
2555
Founders Financial Alliance
North Carolina
$724K +$55K +171 +11%
RC
2556
Rovin Capital
Arizona
$723K +$112K +348 +24%
SCM
2557
Stonehearth Capital Management
Massachusetts
$722K +$575K +1,788 New
ML
2558
Mayport LLC
Massachusetts
$720K +$23.2K +72 +4%
TWM
2559
TSA Wealth Management
Texas
$720K -$12.9K -40 -2%
RWM
2560
Revisor Wealth Management
Ohio
$719K -$266K -826 -31%
LWM
2561
Lodestone Wealth Management
Washington
$719K -$20.6K -64 -3%
MAWCM
2562
Mine & Arao Wealth Creation & Management
California
$718K -$288K -895 -33%
S4W
2563
Solutions 4 Wealth
Texas
$718K -$105K -326 -15%
CD
2564
Chapin Davis
Maryland
$717K – – –
GSIS
2565
Global Strategic Investment Solutions
Arizona
$717K -$3.22K -10 -0.6%
FUBT
2566
First United Bank & Trust
Maryland
$717K – – –
PCG
2567
PFC Capital Group
California
$717K +$1.61K +5 +0.3%
BMC
2568
Benin Management Corp
Connecticut
$714K – – –
DA
2569
Dash Acquisitions
California
$713K +$53.4K +166 +10%
WI
2570
Westbourne Investments
Virginia
$713K +$568K +1,765 New
IAP
2571
Indie Asset Partners
Indiana
$712K +$40.5K +126 +8%
CA
2572
Cornerstone Advisory
Maryland
$712K +$141K +437 +28%
FWM
2573
Fortress Wealth Management
California
$712K +$129K +401 +29%
RI
2574
Ridgewood Investments
New Jersey
$710K -$65.6K -204 -10%
JWM
2575
Jacksonville Wealth Management
Florida
$710K +$565K +1,757 New
101 102
103
104 105