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Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
3701
Legacy Capital Group California
California
$599K +$525K +4,598 New
BAWC
3702
Boyce & Associates Wealth Consulting
Texas
$599K – – –
LIA
3703
LS Investment Advisors
Michigan
$595K +$250K +2,190 +92%
HFS
3704
Horizon Financial Services
North Carolina
$592K – – –
HP
3705
Hyperion Partners
Pennsylvania
$591K +$4.57K +40 +0.9%
RA
3706
Ruggaard & Associates
Ohio
$591K -$14.3K -125 -3%
MAG
3707
Mayfair Advisory Group
Alabama
$590K -$1.94K -17 -0.4%
FGG
3708
Financial Guidance Group
Florida
$589K – – –
RPCA
3709
Running Point Capital Advisors
California
$588K +$13.9K +122 +3%
HA
3710
Hamel Associates
New Jersey
$588K +$24.6K +215 +5%
KIA
3711
KLR Investment Advisors
Rhode Island
$588K +$69.5K +609 +16%
ST
3712
Sentinel Trust
Texas
$587K -$185K -1,620 -26%
FA
3713
Fermata Advisors
California
$585K -$577K -5,050 -53%
D
3714
Dentgroup
Louisiana
$585K – – –
FCMT
3715
Founders Capital Management (Texas)
Texas
$585K -$35.9K -314 -7%
CSWG
3716
Cardinal Strategic Wealth Guidance
Kentucky
$584K +$11.4K +100 +2%
TAM
3717
Trillium Asset Management
Massachusetts
$583K +$10.2K +89 +2%
LC
3718
Lavaca Capital
Texas
$581K -$195K -1,710 -28%
SHWM
3719
Smith & Howard Wealth Management
Georgia
$579K +$176K +1,540 +53%
PF
3720
Parker Financial
Washington
$579K +$183K +1,600 +56%
PWM
3721
Paulson Wealth Management
Illinois
$577K +$506K +4,429 New
MFA
3722
McClarren Financial Advisors
Pennsylvania
$576K +$66.2K +580 +15%
WFAG
3723
Wescott Financial Advisory Group
Pennsylvania
$575K +$68.7K +602 +16%
FAM
3724
Flaharty Asset Management
Florida
$575K -$32K -280 -6%
CWM
3725
Cherrydale Wealth Management
New Jersey
$575K +$41.9K +367 +9%
147 148
149
150 151