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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3451
Level Financial Advisors
New York
$300K – – –
PCM
3452
Permanent Capital Management
Illinois
$300K +$234K +674 New
IWP
3453
Innova Wealth Partners
Pennsylvania
$299K -$26K -75 -10%
KCM
3454
Kanawha Capital Management
Virginia
$299K +$233K +673 New
WFG
3455
Wills Financial Group
Virginia
$298K +$347 +1 +0.1%
MP
3456
Moment Partners
California
$298K +$12.1K +35 +6%
BHA
3457
Beech Hill Advisors
New York
$298K +$232K +670 New
RWM
3458
Refined Wealth Management
Utah
$297K – – –
TAM
3459
TCP Asset Management
Ohio
$297K +$232K +668 New
LSL
3460
Legacy Solutions LLC
Pennsylvania
$296K -$1.39K -4 -0.6%
TWM
3461
Topsail Wealth Management
North Carolina
$296K +$5.55K +16 +2%
WAM
3462
Worth Asset Management
Texas
$296K -$1.05M -3,023 -82%
BF
3463
Brogan Financial
Tennessee
$296K -$285K -823 -55%
PTCG
3464
Pring Turner Capital Group
California
$296K +$5.2K +15 +2%
EB
3465
Exchange Bank
California
$296K +$231K +665 New
FWP
3466
Fiduciary Wealth Partners
Massachusetts
$295K +$230K +664 New
ABLA
3467
Alan B. Lancz & Associates
Ohio
$295K -$34.7K -100 -13%
FM
3468
Foster & Motley
Ohio
$294K +$229K +660 New
SWM
3469
Schwallier Wealth Management
Michigan
$294K +$3.81K +11 +2%
TFG
3470
Taylor Financial Group
Virginia
$294K -$31.2K -90 -12%
WCM
3471
WealthTrak Capital Management
Virginia
$294K +$18.7K +54 +9%
PBF
3472
Petix & Botte Financial
California
$294K – – –
CIC
3473
Crawford Investment Counsel
Georgia
$293K +$6.94K +20 +3%
RP
3474
Riverwater Partners
Wisconsin
$293K +$10.1K +29 +5%
TFP
3475
Triune Financial Partners
Kansas
$292K – – –
137 138
139
140 141