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Name Holding Trade Value Shares
Change 		Change in
Stake
GWAG
4701
Garrett Wealth Advisory Group
Texas
$249K – – –
SCA
4702
Sippican Capital Advisors
Massachusetts
$249K – – –
HWM
4703
Horizons Wealth Management
North Carolina
$248K – – –
LAM
4704
Lifestyle Asset Management
Texas
$247K +$4.67K +28 +2%
ACM
4705
Absolute Capital Management
Pennsylvania
$246K +$227K +1,362 New
HPFG
4706
Hart & Patterson Financial Group
Massachusetts
$245K +$501 +3 +0.2%
CNFG
4707
Creegan & Nassoura Financial Group
New Hampshire
$245K +$227K +1,360 New
MPPW
4708
Mitchell & Pahl Private Wealth
Oklahoma
$244K – – –
PL
4709
Parthenon LLC
Kentucky
$244K -$42.7K -256 -16%
MA
4710
Mosaic Advisors
Texas
$243K – – –
IWP
4711
IAG Wealth Partners
Wisconsin
$242K +$15K +90 +7%
PBF
4712
Petix & Botte Financial
California
$242K -$224K -1,340 -50%
EA
4713
Evergreen Advisors
Tennessee
$242K -$36.7K -220 -14%
BF
4714
Blankinship & Foster
California
$242K +$224K +1,340 New
CWA
4715
Cornerstone Wealth Advisors
Minnesota
$241K -$27.7K -166 -11%
WWM
4716
Wiser Wealth Management
Georgia
$240K +$222K +1,329 New
FVCM
4717
F&V Capital Management
Florida
$239K +$221K +1,323 New
AWM
4718
Act Wealth Management
Texas
$238K +$221K +1,321 New
TWM
4719
TSA Wealth Management
Texas
$238K +$221K +1,321 New
VCS
4720
Vaughan & Co Securities
New Jersey
$238K +$221K +1,321 New
AFA
4721
Alpha Financial Advisors
North Carolina
$237K +$219K +1,312 New
KOMWMG
4722
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$235K -$10K -60 -4%
TFP
4723
Triune Financial Partners
Kansas
$234K -$12.2K -73 -5%
FWA
4724
FOCUS Wealth Advisors
Texas
$234K -$3.34K -20 -2%
UID
4725
Union Investments & Development
Israel
$234K – – –
187 188
189
190 191