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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1801
Diligent Investors
California
$230K +$201K +1,325 New
LWM
1802
Laidlaw Wealth Management
New York
$230K +$201K +1,325 New
AIM
1803
Alhambra Investment Management
Florida
$229K +$200K +1,320 New
WPWM
1804
Western Pacific Wealth Management
Illinois
$229K – – –
SFC
1805
SYM Financial Corp
Indiana
$229K +$199K +1,315 New
CCG
1806
Chatham Capital Group
Georgia
$228K +$199K +1,313 New
AWM
1807
Aberdeen Wealth Management
Illinois
$228K +$199K +1,312 New
LL
1808
LWMG LLC
Minnesota
$228K +$199K +1,311 New
HPM
1809
Hoxton Planning & Management
West Virginia
$227K +$198K +1,306 New
RWA
1810
Redhawk Wealth Advisors
Minnesota
$226K +$197K +1,301 New
BWA
1811
Blodgett Wealth Advisors
California
$226K +$197K +1,300 New
FCB
1812
First County Bank
Connecticut
$226K +$197K +1,300 New
PPWP
1813
Premier Path Wealth Partners
New Jersey
$225K -$1.22M -8,039 -86%
TPA
1814
Trivium Point Advisory
Connecticut
$225K +$196K +1,294 New
MFS
1815
Mirabella Financial Services
United Kingdom
$224K -$981K -6,465 -83%
PP
1816
Patron Partners
Texas
$224K +$196K +1,290 New
SSWM
1817
Smith Salley Wealth Management
North Carolina
$224K +$196K +1,289 New
TH
1818
TCTC Holdings
Texas
$223K +$152K +1,000 +351%
MCWA
1819
Meadow Creek Wealth Advisors
Georgia
$223K +$195K +1,283 New
DWA
1820
Dougherty Wealth Advisers
Minnesota
$223K – – –
BFA
1821
Beacon Financial Advisory
Ohio
$222K +$194K +1,277 New
UAS
1822
United Asset Strategies
New York
$222K +$194K +1,277 New
GGI
1823
Godsey & Gibb Inc
Virginia
$222K +$193K +1,275 New
BC
1824
Burney Company
Virginia
$221K -$60.7K -400 -24%
CWP
1825
Core Wealth Partners
California
$220K +$192K +1,266 New