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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2701
Paulson Wealth Management
Illinois
$212K +$162K +811 New
GIP
2702
Granite Investment Partners
California
$212K +$162K +810 New
PFA
2703
Pettinga Financial Advisors
Indiana
$212K +$162K +809 New
CFP
2704
Curran Financial Partners
South Carolina
$211K +$161K +806 New
LWM
2705
Ledge Wealth Management
Minnesota
$211K -$68.2K -341 -30%
GCM
2706
Genus Capital Management
British Columbia, Canada
$211K +$161K +805 New
JA
2707
JVL Associates
Michigan
$211K +$161K +805 New
T
2708
TrueFG
Texas
$211K +$161K +805 New
FNBOSM
2709
First National Bank of South Miami
Florida
$210K +$111K +554 +222%
DAC
2710
Dividend Assets Capital
South Carolina
$210K – – –
IRC
2711
Investors Research Corp
Georgia
$210K +$8.4K +42 +6%
PFA
2712
Plotkin Financial Advisors
Maryland
$210K +$160K +801 New
PG
2713
Prostatis Group
Maryland
$209K +$160K +800 New
VF
2714
VitalStone Financial
Texas
$209K +$164K +821 +397%
FWS
2715
FinDec Wealth Services
California
$209K +$160K +798 New
PI
2716
Pachira Investments
California
$209K +$160K +798 New
FPIS
2717
Financial Planning & Information Services
Wisconsin
$208K -$235K -1,176 -60%
GFG
2718
GR Financial Group
Arizona
$208K +$159K +796 New
AWM
2719
Accel Wealth Management
Iowa
$208K +$20K +100 +14%
FBC
2720
Fairfield, Bush & Co
Connecticut
$208K +$159K +794 New
YWM
2721
Yoder Wealth Management
California
$208K +$159K +793 New
CHP
2722
Cable Hill Partners
Oregon
$207K +$158K +791 New
LL
2723
LPWM LLC
Minnesota
$207K +$148K +740 New
DA
2724
Drake & Associates
Wisconsin
$207K +$158K +791 New
FWM
2725
FFT Wealth Management
Pennsylvania
$207K +$158K +791 New
107 108
109
110 111