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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2401
Revisor Wealth Management
Ohio
$238K +$200K +1,148 New
LWM
2402
Ledge Wealth Management
Minnesota
$238K +$200K +1,146 New
WFA
2403
WMG Financial Advisors
Tennessee
$238K +$195K +1,115 New
FWTB
2404
First Western Trust Bank
Colorado
$237K +$200K +1,144 New
BFIM
2405
Beese Fulmer Investment Management
Ohio
$237K +$199K +1,142 New
PWA
2406
Providence Wealth Advisors
Illinois
$237K +$246K +1,413 New
GWSA
2407
Global Wealth Strategies & Associates
Colorado
$236K +$31.7K +182 +19%
WMA
2408
West Michigan Advisors
Michigan
$235K +$198K +1,134 New
LBC
2409
Lawrence B. Cohen
$235K -$3.23M -18,510 -94%
MWM
2410
Meritas Wealth Management
California
$234K +$197K +1,128 New
BWM
2411
Baystate Wealth Management
Massachusetts
$234K – – –
HP
2412
HT Partners
Connecticut
$234K +$196K +1,126 New
PC
2413
Pecaut & Co
Iowa
$233K +$196K +1,125 New
KFS
2414
Kelly Financial Services
Massachusetts
$233K – – –
AL
2415
ACAS LLC
California
$233K +$196K +1,122 New
CIA
2416
Cladis Investment Advisory
Montana
$232K +$195K +1,120 New
NFP
2417
Narus Financial Partners
Utah
$232K +$195K +1,119 New
MAWA
2418
Moss Adams Wealth Advisors
Washington
$232K +$195K +1,117 New
HTHT
2419
Hemenway Trust Hemenway Trust
New Hampshire
$231K +$195K +1,115 New
MPCL
2420
My Personal CFO LLC
Washington
$231K +$13.3K +76 +7%
SM
2421
Sweeney & Michel
California
$231K +$182K +1,043 New
AFIA
2422
America First Investment Advisors
Nebraska
$230K – – –
AC
2423
AlphaCore Capital
California
$230K +$194K +1,110 New
CPW
2424
Catalyst Private Wealth
California
$230K +$194K +1,110 New
EWA
2425
EP Wealth Advisors
California
$230K -$6.75M -38,682 -98%
95 96
97
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