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Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
2501
Paces Ferry Wealth Advisors
Georgia
$312K +$103K +1,824 +51%
WLIM
2502
White Lighthouse Investment Management
Massachusetts
$311K -$5.42K -96 -2%
FMN
2503
Financial Management Network
California
$311K +$3.89K +69 +1%
APW
2504
Acima Private Wealth
Virginia
$310K – – –
SL
2505
Savior LLC
Massachusetts
$308K -$37.1K -657 -11%
LWMG
2506
Levy Wealth Management Group
Pennsylvania
$308K -$8.97K -159 -3%
NA
2507
Nottingham Advisors
New York
$306K -$8.8K -156 -3%
ACM
2508
AUA Capital Management
Pennsylvania
$306K – – –
AMM
2509
American Money Management
California
$306K +$11.3K +201 +4%
PL
2510
Parthenon LLC
Kentucky
$305K -$50.8K -900 -15%
BCA
2511
Biltmore Capital Advisors
New Jersey
$305K +$4.01K +71 +1%
LIM
2512
Lathrop Investment Management
Arkansas
$305K +$5.64K +100 +2%
MAA
2513
Mraz Amerine & Associates
California
$302K – – –
CWA
2514
Clearview Wealth Advisors
Oregon
$301K +$451 +8 +0.2%
CL
2515
CIM LLC
New York
$301K +$2.43K +43 +0.9%
CISOA
2516
Capital Investment Services of America
Wisconsin
$301K +$7.73K +137 +3%
CPC
2517
Congress Park Capital
New York
$301K +$292K +5,170 New
SSA
2518
South Street Advisors
New York
$300K – – –
HWA
2519
HHM Wealth Advisors
Tennessee
$300K +$7.9K +140 +3%
SC
2520
Steph & Co
Wisconsin
$300K +$112K +1,986 +63%
AWM
2521
Atticus Wealth Management
Florida
$299K -$169K -2,990 -37%
SA
2522
Stewardship Advisors
Pennsylvania
$299K -$19.8K -351 -6%
NFG
2523
Northeast Financial Group
Pennsylvania
$298K +$58.1K +1,030 +25%
UWM
2524
USAdvisors Wealth Management
Minnesota
$298K -$104K -1,848 -27%
RF
2525
Rollins Financial
Georgia
$297K +$62.4K +1,106 +28%
99 100
101
102 103