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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2726
River Wealth Advisors
Pennsylvania
$253K -$16.2K -349 -6%
WLPWM
2727
Walled Lake Planning & Wealth Management
Illinois
$253K +$234K +5,046 New
HIF
2728
Hill Island Financial
Michigan
$253K +$234K +5,040 New
EIG
2729
Ellenbecker Investment Group
Wisconsin
$253K +$233K +5,036 New
SWIM
2730
Smallwood Wealth Investment Management
New Jersey
$252K – – –
MWM
2731
Melfa Wealth Management
Massachusetts
$252K -$9.41K -203 -4%
HWM
2732
HRC Wealth Management
Idaho
$252K +$602 +13 +0.3%
FPW
2733
Fairvoy Private Wealth
Alabama
$251K -$4.82K -104 -2%
SHFP
2734
Second Half Financial Partners
Florida
$251K – – –
LCM
2735
Leisure Capital Management
California
$251K – – –
SPP
2736
Single Point Partners
Massachusetts
$251K +$649 +14 +0.3%
SIC
2737
Sage Investment Counsel
Tennessee
$251K – – –
IFU
2738
iSAM Funds (UK)
United Kingdom
$251K +$232K +5,000 New
TC
2739
Torno Capital
Massachusetts
$251K +$232K +5,000 New
HWM
2740
HFR Wealth Management
New York
$251K – – –
AMPWP
2741
Alvarez & Marsal Private Wealth Partners
Florida
$250K +$231K +4,987 New
IAS
2742
Investment Advisory Services
Texas
$250K +$1.39K +30 +0.6%
EL
2743
EWA LLC
Pennsylvania
$250K +$231K +4,981 New
KPWG
2744
KFA Private Wealth Group
Virginia
$250K – – –
CCM
2745
Crew Capital Management
Ohio
$250K – – –
FEM
2746
Fulcrum Equity Management
Texas
$250K -$1.34K -29 -0.6%
WJA
2747
Willis Johnson & Associates
Texas
$250K -$1.07K -23 -0.5%
CBOR
2748
Community Bank of Raymore
Missouri
$249K – – –
MCIA
2749
Mountain Capital Investment Advisors
Colorado
$249K +$245K +5,290 New
BFA
2750
Beaumont Financial Advisors
Massachusetts
$249K +$230K +4,962 New
108 109
110
111 112