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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2101
Focused Wealth Management
New York
$235K -$84.2K -900 -27%
MCM
2102
Manchester Capital Management
Vermont
$235K -$165K -1,763 -42%
CG
2103
Corundum Group
Colorado
$234K -$32.9K -352 -13%
CWM
2104
Connecticut Wealth Management
Connecticut
$234K -$6.36K -68 -3%
USWIA
2105
UP Strategic Wealth Investment Advisors
Pennsylvania
$234K -$4.86K -52 -2%
AT
2106
American Trust
Kentucky
$233K -$9.35K -100 -4%
BCG
2107
Breakwater Capital Group
New Jersey
$233K – – –
JTWM
2108
Jackson Thornton Wealth Management
Alabama
$233K +$220K +2,349 New
LWM
2109
Lodestone Wealth Management
Washington
$233K +$13.3K +142 +6%
HCWM
2110
Hidden Cove Wealth Management
Washington
$232K +$5.42K +58 +3%
HWM
2111
Hemington Wealth Management
Virginia
$232K +$7.2K +77 +3%
EL
2112
EWA LLC
Pennsylvania
$232K +$221K +2,366 New
WA
2113
Waddell & Associates
Tennessee
$232K +$221K +2,365 New
SGK
2114
Steigerwald Gordon & Koch
Virginia
$231K +$220K +2,353 New
NEWAS
2115
N.E.W. Advisory Services
Wisconsin
$230K +$11K +118 +5%
SSW
2116
Stone Summit Wealth
Florida
$230K – – –
HGA
2117
Hobbs Group Advisors
South Carolina
$229K +$219K +2,338 New
PWM
2118
Palumbo Wealth Management
New York
$229K +$23K +246 +9%
AWS
2119
Arkfeld Wealth Strategies
Nebraska
$229K +$18.7K +200 +9%
SP
2120
Stonebrook Private
Michigan
$229K +$11.9K +127 +6%
GWP
2121
Gateway Wealth Partners
Wisconsin
$229K +$1.31K +14 +0.6%
MHC
2122
May Hill Capital
Massachusetts
$228K +$4.49K +48 +2%
TWM
2123
Thrive Wealth Management
Pennsylvania
$228K +$3.83K +41 +2%
KSWA
2124
Kathleen S. Wright Associates
Pennsylvania
$226K – – –
KOC
2125
Koss-Olinger Consulting
Florida
$226K – – –
83 84
85
86 87