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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1776
Sovereign Financial Group
Connecticut
$364K -$78K -542 -15%
MWP
1777
Meridian Wealth Partners
Pennsylvania
$363K -$112K -781 -21%
AGP
1778
Aspire Growth Partners
Florida
$363K +$437K +3,038 New
AF
1779
Alerus Financial
North Dakota
$361K -$2.59K -18 -0.6%
MW
1780
Marcum Wealth
Ohio
$360K -$66.2K -460 -13%
AFAS
1781
Acorn Financial Advisory Services
Virginia
$360K -$6.04K -42 -1%
SFG
1782
Seamount Financial Group
Colorado
$359K -$34.5K -240 -7%
HG
1783
Harbor Group
New Hampshire
$359K – – –
SFPG
1784
Stonebridge Financial Planning Group
Florida
$358K +$47.8K +332 +13%
RWI
1785
Red Wave Investments
Pennsylvania
$358K – – –
IWA
1786
IVC Wealth Advisors
Pennsylvania
$358K +$96.1K +668 +29%
CC
1787
Callan Capital
California
$357K -$94.2K -655 -18%
BC
1788
Burney Company
Virginia
$357K +$425K +2,952 New
AAP
1789
Arax Advisory Partners
Colorado
$355K +$78.3K +544 +23%
ONST
1790
Old North State Trust
North Carolina
$355K -$1.73K -12 -0.4%
BW
1791
Bison Wealth
Georgia
$355K -$828K -5,756 -66%
NFC
1792
Northeast Financial Consultants
Connecticut
$353K – – –
LSWP
1793
Liberty Square Wealth Partners
Pennsylvania
$353K +$448K +3,117 New
FB
1794
First Bancorp
Maine
$350K +$2.59K +18 +0.6%
RA
1795
Ransom Advisory
Rhode Island
$349K -$119K -825 -22%
OWM
1796
Opes Wealth Management
California
$349K +$27.3K +190 +7%
IP
1797
Ignite Planners
California
$349K -$3.6K -25 -0.9%
MW
1798
MBL Wealth
North Carolina
$348K -$219K -1,522 -35%
RFA
1799
Register Financial Advisors
Georgia
$347K +$33.5K +233 +9%
KWM
1800
Kolinsky Wealth Management
New Jersey
$347K -$52.2K -363 -11%
70 71
72
73 74