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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2401
Lineweaver Wealth Advisors
Ohio
$201K +$200K +519 New
SFG
2402
SNS Financial Group
Minnesota
$201K +$200K +519 New
JPG
2403
Jordan Park Group
California
$200K +$199K +517 New
LFG
2404
Lockerman Financial Group
California
$200K +$199K +517 New
AAG
2405
Armstrong Advisory Group
Massachusetts
$197K – – –
FFA
2406
Frazier Financial Advisors
Ohio
$196K – – –
HNB
2407
Hilltop National Bank
Wyoming
$195K +$195K +505 New
C
2408
Covestor
United Kingdom
$194K +$1.93K +5 +1%
AWM
2409
Abound Wealth Management
Tennessee
$188K +$134K +349 +255%
PK
2410
Pflug Koory
Nebraska
$183K +$4.62K +12 +3%
CFO
2411
Capitol Family Office
Oregon
$181K -$117K -304 -39%
ACA
2412
Atlas Capital Advisors
Wyoming
$180K – – –
GCS
2413
Gordian Capital (Singapore)
Singapore
$178K – – –
BDL
2414
Banque de Luxembourg
Luxembourg
$177K – – –
QWM
2415
Quaker Wealth Management
New Jersey
$174K +$174K +451 New
SMFG
2416
Sumitomo Mitsui Financial Group
Japan
$174K +$173K +450 New
DWS
2417
Dynamic Wealth Strategies
California
$172K -$6.94K -18 -4%
CAM
2418
Costello Asset Management
Pennsylvania
$171K – – –
PW
2419
Pandora Wealth
Illinois
$169K -$74K -192 -31%
SWA
2420
SOA Wealth Advisors
New York
$168K -$15.4K -40 -8%
WBC
2421
West Branch Capital
Massachusetts
$167K +$25K +65 +18%
BCM
2422
Blume Capital Management
California
$166K +$1.16K +3 +0.7%
BSC
2423
Brown Shipley & Co
United Kingdom
$166K -$12.7K -33 -7%
PWA
2424
Physician Wealth Advisors
Utah
$164K -$24.3K -63 -13%
SIC
2425
SJS Investment Consulting
Ohio
$162K -$6.55K -17 -4%
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