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Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
4476
Voisard Asset Management Group
Michigan
$2.89M +$214K +823 +8%
MAM
4477
MMA Asset Management
Pennsylvania
$2.88M +$207K +797 +8%
AWM
4478
Alterna Wealth Management
Texas
$2.88M +$23.4K +90 +0.8%
PWA
4479
Portus Wealth Advisors
North Carolina
$2.87M -$235K -902 -7%
TF
4480
Threadgill Financial
Texas
$2.87M -$26.8K -103 -0.9%
TC
4481
TAGStone Capital
North Carolina
$2.87M +$893K +3,431 +44%
W
4482
WorthPointe
California
$2.86M -$144K -554 -5%
KOC
4483
Koss-Olinger Consulting
Florida
$2.86M -$2.59M -9,966 -47%
TGY2IT
4484
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$2.86M +$2.93M +11,274 New
NWMG
4485
Nicholson Wealth Management Group
South Carolina
$2.86M +$86.4K +332 +3%
SFPG
4486
Stonebridge Financial Planning Group
Florida
$2.86M -$46.1K -177 -2%
CNBT
4487
Cornerstone National Bank & Trust
Illinois
$2.86M -$51.3K -197 -2%
HTWM
4488
Hartmann Taylor Wealth Management
Texas
$2.85M +$781 +3 +0%
LFWA
4489
LiftPoint Family Wealth Advisors
New Jersey
$2.84M +$105K +403 +4%
OFP
4490
OLIO Financial Planning
Virginia
$2.84M +$214K +821 +8%
CFP
4491
Cypress Financial Planning
New Jersey
$2.84M +$58.8K +226 +2%
PAM
4492
PVG Asset Management
Colorado
$2.84M +$1.68M +6,464 +208%
SGCM
4493
Sanchez Gaunt Capital Management
Nevada
$2.84M +$2.91M +11,177 New
BF
4494
Baring Financial
Washington
$2.84M +$291K +1,117 +11%
WF
4495
Womack Financial
Texas
$2.83M -$59.1K -227 -2%
SO
4496
Sierra Ocean
California
$2.83M -$219K -841 -7%
SC
4497
Steph & Co
Wisconsin
$2.83M +$9.37K +36 +0.3%
SIA
4498
Serenity Investment Advisors
Illinois
$2.83M +$128K +491 +6%
VWA
4499
VSM Wealth Advisory
Maryland
$2.83M +$49.4K +190 +2%
AF
4500
Atala Financial
California
$2.83M +$32.8K +126 +1%
178 179
180
181 182