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Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
4101
Elwood & Goetz Wealth Advisory Group
Georgia
$3.67M -$115K -489 -3%
MWC
4102
MBM Wealth Consultants
Missouri
$3.67M +$53.5K +227 +2%
SCM
4103
Saxony Capital Management
Missouri
$3.66M +$44.5K +189 +1%
RA
4104
Riverstone Advisors
Texas
$3.66M +$34.9K +148 +1%
WIA
4105
Wetzel Investment Advisors
Indiana
$3.65M – – –
BCM
4106
Barden Capital Management
Texas
$3.65M +$156K +662 +5%
MWM
4107
MinichMacGregor Wealth Management
New York
$3.65M +$123K +523 +4%
CWA
4108
Cura Wealth Advisors
Illinois
$3.65M +$3.43M +14,573 New
BWG
4109
Boomfish Wealth Group
Georgia
$3.65M -$44.3K -188 -1%
MWM
4110
MorganRosel Wealth Management
Colorado
$3.65M +$1.97M +8,342 +134%
MCI
4111
MRP Capital Investments
Georgia
$3.64M -$44.1K -187 -1%
SAM
4112
Sherman Asset Management
California
$3.64M +$3.43M +14,542 New
EAM
4113
EdenTree Asset Management
United Kingdom
$3.64M – – –
MPW
4114
Magnolia Private Wealth
Pennsylvania
$3.64M +$3.42M +14,527 New
GFP
4115
Guardian Financial Partners
California
$3.64M +$244K +1,037 +8%
HFP
4116
Holistic Financial Partners
Indiana
$3.64M +$541K +2,296 +19%
FP
4117
Fiduciary Planning
Florida
$3.63M +$118K +499 +4%
SFPG
4118
Stonebridge Financial Planning Group
Florida
$3.63M +$32.3K +137 +1%
SHWM
4119
Smith & Howard Wealth Management
Georgia
$3.63M +$239K +1,013 +8%
MWM
4120
Maridea Wealth Management
New York
$3.62M +$3.41M +14,470 New
TCM
4121
TruNorth Capital Management
Michigan
$3.62M +$1.09M +4,621 +47%
LFS
4122
Leibman Financial Services
Nebraska
$3.61M -$1.87M -7,950 -36%
AIA
4123
Accelerate Investment Advisors
California
$3.61M +$553K +2,346 +19%
CCM
4124
Compass Capital Management
Minnesota
$3.61M – – –
MWM
4125
Mosley Wealth Management
California
$3.6M +$29.7K +126 +0.8%
163 164
165
166 167