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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3976
Raffa Wealth Management
District of Columbia
$220K +$25.1K +63 +14%
PWS
3977
Peloton Wealth Strategists
Indiana
$220K +$208K +524 New
TCA
3978
Trifecta Capital Advisors
Illinois
$220K +$8.35K +21 +4%
WIA
3979
Wetzel Investment Advisors
Indiana
$220K -$18.7K -47 -8%
FF
3980
Foronjy Financial
California
$219K +$207K +521 New
VV
3981
Verity & Verity
South Carolina
$219K +$207K +521 New
TPWM
3982
Twelve Points Wealth Management
Massachusetts
$219K +$207K +521 New
SWM
3983
Selective Wealth Management
Virginia
$219K +$229K +575 New
BEAM
3984
Baker Ellis Asset Management
Washington
$218K +$206K +519 New
BA
3985
BCM Advisors
Louisiana
$218K +$8.75K +22 +3%
HFA
3986
Hippocratic Financial Advisors
California
$217K +$205K +515 New
LFASL
3987
Lugano Financial Advisors SA (LFA)
Switzerland
$216K +$15.1K +38 +8%
CCT
3988
Capital City Trust
Florida
$216K +$204K +514 New
LAS
3989
LWM Advisory Services
Florida
$216K -$240K -603 -54%
C
3990
Covestor
United Kingdom
$215K -$79.5K -200 -28%
GCM
3991
Gables Capital Management
Florida
$215K +$46.9K +118 +30%
MAM
3992
McLaughlin Asset Management
Illinois
$215K +$203K +511 New
NAC
3993
NI Acquisitions Company
Pennsylvania
$215K +$203K +511 New
SHF
3994
Safe Harbor Fiduciary
Florida
$215K +$203K +511 New
AFW
3995
Avantra Family Wealth
Pennsylvania
$215K +$203K +511 New
WT
3996
Washington Trust
Rhode Island
$215K +$203K +510 New
ACM
3997
Absolute Capital Management
Pennsylvania
$214K +$202K +509 New
CIEC
3998
Crédit Industriel et Commercial
France
$214K +$20.7K +52 +11%
RHIG
3999
R.H. Investment Group
Arizona
$214K +$202K +509 New
UFA
4000
Uptown Financial Advisors
Texas
$214K +$202K +509 New
158 159
160
161 162