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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
4951
Phillips Wealth Planners
Mississippi
$1.85M +$103K +396 +7%
WFAG
4952
Worth Financial Advisory Group
North Carolina
$1.85M -$6.84M -26,294 -98%
RI
4953
RWWM Inc
California
$1.85M -$281K -1,079 -13%
FGG
4954
Financial Guidance Group
Florida
$1.85M -$4.68K -18 -0.2%
BWM
4955
Base Wealth Management
Florida
$1.85M -$453K -1,741 -19%
EP
4956
E6 Portfolios
Utah
$1.84M +$62.5K +240 +3%
SPIA
4957
Strategic Point Investment Advisors
Rhode Island
$1.84M -$170K -654 -8%
EBWM
4958
Eagle Bluffs Wealth Management
Missouri
$1.84M -$11.7K -45 -0.6%
SA
4959
Sincerus Advisory
New York
$1.84M +$478K +1,837 +34%
EA
4960
Ergawealth Advisors
Illinois
$1.83M +$16.1K +62 +0.9%
AWP
4961
Avid Wealth Partners
Texas
$1.83M +$258K +992 +16%
ANBOT
4962
American National Bank of Texas
Texas
$1.83M +$14.3K +55 +0.8%
HWP
4963
Hibernia Wealth Partners
Louisiana
$1.83M +$167K +642 +10%
FWWM
4964
Fiscal Wisdom Wealth Management
Connecticut
$1.82M -$12.8K -49 -0.7%
WWMP
4965
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.82M +$781 +3 +0%
HFS
4966
Hopwood Financial Services
Virginia
$1.82M -$31.8K -122 -2%
KF
4967
Kelsey Financial
California
$1.82M -$75.2K -289 -4%
MSWA
4968
Marshall & Sterling Wealth Advisors
New York
$1.81M -$115K -440 -6%
MAG
4969
Mokosak Advisory Group
Iowa
$1.81M +$60.9K +234 +3%
ECM
4970
Ebert Capital Management
California
$1.81M -$2.6K -10 -0.1%
T
4971
TrueFG
Texas
$1.81M – – –
FI
4972
FWG Investments
Kentucky
$1.81M +$158K +607 +9%
SWM
4973
Stonebridge Wealth Management
Illinois
$1.81M – – –
UIM
4974
Unified Investment Management
Georgia
$1.8M -$7.03K -27 -0.4%
KWM
4975
Kanen Wealth Management
Florida
$1.8M +$1.85M +7,100 New
197 198
199
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