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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3751
HC Advisors
Georgia
$595K – – –
KA
3752
Kearns & Associates
California
$592K – – –
BFAG
3753
Blackston Financial Advisory Group
Florida
$592K +$58.8K +439 +10%
OFA
3754
Oak Family Advisors
Illinois
$590K +$188K +1,400 +43%
OGF
3755
Orin Green Financial
California
$590K +$2.55K +19 +0.4%
D
3756
Dentgroup
Louisiana
$589K +$19K +142 +3%
MAG
3757
Mayfair Advisory Group
Alabama
$588K – – –
FNWM
3758
Financial Network Wealth Management
Utah
$587K – – –
CIA
3759
Caerus Investment Advisors
Texas
$587K – – –
RPCA
3760
Running Point Capital Advisors
California
$587K +$13.8K +103 +2%
LFGO
3761
Legacy Financial Group (Oklahoma)
Oklahoma
$585K -$38.2K -285 -6%
BAWC
3762
Boyce & Associates Wealth Consulting
Texas
$584K – – –
OWM
3763
Opes Wealth Management
California
$583K -$102K -760 -14%
CWM
3764
Cherrydale Wealth Management
New Jersey
$583K +$23.7K +177 +4%
BBA
3765
Braun-Bostich & Associates
Pennsylvania
$581K +$49.3K +368 +9%
DIP
3766
Davis Investment Partners
North Carolina
$581K +$69.3K +517 +13%
TC
3767
Trilogy Capital
California
$578K -$18.8K -140 -3%
DCM
3768
Dimension Capital Management
Florida
$578K -$741K -5,531 -55%
HP
3769
Hyperion Partners
Pennsylvania
$578K +$1.74K +13 +0.3%
ERIM
3770
Eagle Ridge Investment Management
Connecticut
$578K +$65.5K +489 +12%
APW
3771
Acima Private Wealth
Virginia
$577K -$13.4K -100 -2%
HIS
3772
Horizon Investment Services
Indiana
$575K +$20.5K +153 +3%
RCM
3773
Regency Capital Management
Hawaii
$574K -$969K -7,228 -62%
GM
3774
GeoWealth Management
Illinois
$574K +$99.4K +742 +20%
WMWM
3775
Whitaker-Myers Wealth Managers
Ohio
$574K +$132K +988 +28%
149 150
151
152 153