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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
3026
Semmax Financial Advisors
North Carolina
$344K -$301 -1 -0.1%
CC
3027
Copperleaf Capital
North Carolina
$344K – – –
MCM
3028
Monument Capital Management
Virginia
$344K +$75K +249 +30%
WWM
3029
WJ Wealth Management
Arizona
$343K +$325K +1,080 New
FFO
3030
Fortitude Family Office
Arizona
$343K +$193K +641 +146%
CA
3031
CGN Advisors
Kansas
$342K +$71.7K +238 +28%
SWP
3032
Significant Wealth Partners
Illinois
$342K +$324K +1,077 New
FCM
3033
Firestone Capital Management
Florida
$341K +$324K +1,074 New
CIAS
3034
CBIZ Investment Advisory Services
Ohio
$341K +$15.1K +50 +5%
AGP
3035
Aspire Growth Partners
Florida
$341K -$11.8K -39 -4%
KPWG
3036
KFA Private Wealth Group
Virginia
$341K -$30.4K -101 -9%
LJAC
3037
L.J. Altfest & Co
New York
$340K -$152K -506 -32%
SHF
3038
Stage Harbor Financial
Massachusetts
$340K -$14.5K -48 -4%
PWM
3039
Provident Wealth Management
Tennessee
$340K -$19.9K -66 -6%
AC
3040
AWM Capital
Arizona
$340K -$904 -3 -0.3%
AWAP
3041
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$340K +$47K +156 +17%
HFM
3042
Hartford Financial Management
Connecticut
$339K -$4.22K -14 -1%
RW
3043
Rede Wealth
Virginia
$339K -$186K -616 -37%
MWA
3044
Medallion Wealth Advisors
Connecticut
$339K +$8.13K +27 +2%
UWM
3045
USAdvisors Wealth Management
Minnesota
$338K -$64.5K -214 -17%
JHCP
3046
Jackson Hole Capital Partners
Oklahoma
$337K +$26.8K +89 +9%
MCM
3047
Morton Capital Management
California
$337K -$78K -259 -20%
SPAS
3048
Spectrum Planning & Advisory Services
California
$337K +$12.1K +40 +4%
KSWWM
3049
Keyes Stange & Wooten Wealth Management
Florida
$337K +$319K +1,060 New
BHWM
3050
Bay Harbor Wealth Management
Maryland
$336K +$16.6K +55 +5%
120 121
122
123 124