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Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
1926
King Wealth Management Group
Florida
$654K +$8.09K +36 +1%
DL
1927
Dockside LLC
New York
$653K +$685K +3,050 New
RWA
1928
Rooted Wealth Advisors
Illinois
$650K -$212K -942 -22%
CAGAS
1929
Capital Advisory Group Advisory Services
Minnesota
$648K +$4.04K +18 +0.6%
SRA
1930
Secured Retirement Advisors
Minnesota
$647K -$18.2K -81 -3%
AFAS
1931
Acorn Financial Advisory Services
Virginia
$645K +$3.37K +15 +0.5%
JWWM
1932
Johnson & White Wealth Management
Pennsylvania
$645K -$1.57K -7 -0.2%
SFGM
1933
Stonebridge Financial Group (Missouri)
Missouri
$645K +$676K +3,011 New
EAN
1934
Excelsior Advisor Network
Colorado
$645K +$676K +3,010 New
IWN
1935
Independent Wealth Network
Iowa
$643K -$9.43K -42 -1%
FIA
1936
FNY Investment Advisers
New York
$643K +$364K +1,621 +117%
BL
1937
Balentine LLC
Georgia
$643K -$12.4K -55 -2%
FLC
1938
Fifth Lane Capital
Texas
$642K +$674K +3,000 New
CCG
1939
Ceeto Capital Group
Florida
$642K -$898K -4,000 -57%
RWI
1940
Red Wave Investments
Pennsylvania
$641K +$1.8K +8 +0.3%
GL
1941
Gerber LLC
Ohio
$641K – – –
LA
1942
LVW Advisors
New York
$641K +$70.1K +312 +12%
SFG
1943
Shum Financial Group
California
$634K +$10.3K +46 +2%
OWM
1944
Opes Wealth Management
California
$633K +$18K +80 +3%
AWM
1945
Aviso Wealth Management
Washington
$632K +$92.1K +410 +16%
TCOO
1946
Trust Company of Oklahoma
Oklahoma
$629K +$38.2K +170 +6%
I
1947
InceptionR
California
$629K +$659K +2,936 New
PHIC
1948
Pine Haven Investment Counsel
Massachusetts
$629K -$1.12K -5 -0.2%
WE
1949
Wealth Effects
Massachusetts
$627K +$658K +2,929 New
MA
1950
MJP Associates
Connecticut
$626K +$45.4K +202 +7%
76 77
78
79 80