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Name Holding Trade Value Shares
Change 		Change in
Stake
EPA
3401
Element Pointe Advisors
Florida
$567K +$666K +6,747 New
RWA
3402
Rooted Wealth Advisors
Illinois
$566K +$666K +6,744 New
OIM
3403
Orca Investment Management
Oregon
$565K -$36K -364 -5%
AAM
3404
AR Asset Management
California
$563K -$237K -2,400 -26%
SFG
3405
Steward Financial Group
Texas
$563K +$11.2K +113 +2%
ODIJL
3406
One Day In July LLC
Vermont
$563K -$16.3K -165 -2%
BFA
3407
Bill Few Associates
Pennsylvania
$562K -$988 -10 -0.1%
TVAMP
3408
Tennessee Valley Asset Management Partners
Tennessee
$561K +$68.8K +696 +12%
WA
3409
Wambolt & Associates
Colorado
$560K +$70.9K +718 +12%
CAS
3410
Coppell Advisory Solutions
Texas
$560K +$658K +6,665 New
CASC
3411
Coppell Advisory Solutions Corp
Texas
$560K +$658K +6,665 New
MMHP
3412
Murphy Middleton Hinkle & Parker
Georgia
$559K +$2.47K +25 +0.4%
MC
3413
Miramar Capital
Illinois
$559K +$59K +597 +10%
PD
3414
Planning Directions
Pennsylvania
$558K -$144K -1,460 -18%
GFPC
3415
Global Financial Private Client
Florida
$558K -$318K -3,215 -33%
TFF
3416
The Family Firm
Maryland
$558K -$79.1K -801 -11%
BBL
3417
Beck Bode LLC
Massachusetts
$557K -$899K -9,102 -58%
FNWM
3418
Financial Network Wealth Management
Utah
$557K +$6.82K +69 +1%
MFA
3419
Morling Financial Advisors
California
$556K +$49.4K +500 +8%
IA
3420
IFG Advisors
Missouri
$555K +$23K +233 +4%
FG
3421
Foster Group
Iowa
$555K -$67.6K -684 -9%
PCM
3422
Presidio Capital Management
California
$550K -$23.7K -240 -4%
SWM
3423
Silverlake Wealth Management
Vermont
$549K -$26.6K -269 -4%
BWM
3424
Biltmore Wealth Management
Arizona
$549K -$65K -658 -9%
CGFA
3425
Colton Groome Financial Advisors
North Carolina
$549K -$30.6K -310 -5%
135 136
137
138 139