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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2701
Avid Wealth Partners
Texas
$486K +$30.1K +100 +7%
WCP
2702
Wealthcare Capital Partners
Pennsylvania
$485K +$85K +282 +23%
FLFS
2703
Family Legacy Financial Solutions
North Carolina
$484K +$459K +1,524 New
SWA
2704
SOA Wealth Advisors
New York
$483K -$869K -2,886 -27%
ACIM
2705
Azimuth Capital Investment Management
Michigan
$482K +$3.01K +10 +0.7%
SWM
2706
SK Wealth Management
Rhode Island
$481K -$57.2K -190 -10%
SHFA
2707
Sherrill & Hutchins Financial Advisory
Georgia
$481K -$603 -2 -0.1%
AWG
2708
Altus Wealth Group
Colorado
$481K -$51.2K -170 -10%
HIC
2709
Holderness Investments Company
North Carolina
$479K -$11.4K -38 -2%
LWA
2710
Lifelong Wealth Advisors
Minnesota
$479K +$19.3K +64 +4%
TWPM
2711
Total Wealth Planning & Management
Florida
$477K +$62.4K +207 +16%
DWM
2712
Daner Wealth Management
Georgia
$477K +$422K +1,400 New
GCM
2713
GKV Capital Management
California
$476K – – –
PIC
2714
Platt Investment Counsel
Florida
$476K – – –
LCC
2715
Lincoln Capital Corp
Rhode Island
$476K +$6.33K +21 +1%
FLC
2716
Fifth Lane Capital
Texas
$476K +$452K +1,500 New
WFA
2717
WMG Financial Advisors
Tennessee
$476K -$60K -199 -12%
MPW
2718
MA Private Wealth
California
$476K +$452K +1,499 New
BA
2719
Birinyi Associates
Connecticut
$476K – – –
AIFS
2720
A&I Financial Services
Colorado
$474K – – –
AFG
2721
ABLE Financial Group
Arizona
$474K +$47K +156 +12%
FC
2722
Farringdon Capital
United Kingdom
$474K +$450K +1,492 New
BF
2723
Brogan Financial
Tennessee
$473K -$73.5K -244 -14%
KWA
2724
Kellett Wealth Advisors
Ohio
$472K -$88.3K -293 -16%
MIA
2725
MMBG Investment Advisors
Florida
$472K – – –
107 108
109
110 111