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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1826
Peak Financial Management
Massachusetts
$260K +$188K +1,104 New
AWG
1827
Altus Wealth Group
Colorado
$260K +$189K +1,107 New
WG
1828
Winton Group
United Kingdom
$260K +$189K +1,107 New
KWM
1829
Keebeck Wealth Management
Illinois
$259K +$188K +1,101 New
SIAG
1830
Safeguard Investment Advisory Group
California
$259K +$188K +1,104 New
ST
1831
Smithfield Trust
Pennsylvania
$258K – – –
KTC
1832
Kistler-Tiffany Companies
Pennsylvania
$258K +$64.5K +378 +53%
VC
1833
Veracity Capital
Georgia
$258K +$88.1K +516 +89%
HA
1834
HYA Advisors
Missouri
$258K +$187K +1,095 New
PPW
1835
Parcion Private Wealth
Washington
$258K +$187K +1,095 New
FMBTD
1836
First Midwest Bank Trust Division
Illinois
$258K +$187K +1,098 New
PAI
1837
Pittenger & Anderson Inc
Nebraska
$257K +$32.8K +192 +21%
MWA
1838
Meridian Wealth Advisors
Texas
$255K -$486K -2,847 -72%
BWA
1839
Beam Wealth Advisors
Louisiana
$255K -$481K -2,817 -72%
5L
1840
55I LLC
Massachusetts
$255K +$185K +1,083 New
EE
1841
EWG Elevate
California
$255K +$185K +1,086 New
FRA
1842
Front Row Advisors
California
$254K – – –
MLFP
1843
MPS Loria Financial Planners
Illinois
$254K +$15.4K +90 +9%
RPCA
1844
Running Point Capital Advisors
California
$254K +$184K +1,080 New
CHA
1845
Carmichael Hill & Associates
Maryland
$252K +$18.4K +108 +11%
AWM
1846
Aevitas Wealth Management
Massachusetts
$252K +$183K +1,074 New
TCM
1847
Tradewinds Capital Management
Washington
$251K +$30.7K +180 +20%
EFL
1848
ERn Financial LLC
Wisconsin
$251K +$182K +1,065 New
KOMWMG
1849
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$251K +$182K +1,065 New
MFWM
1850
Motley Fool Wealth Management
Virginia
$251K +$182K +1,065 New
72 73
74
75 76