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Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
4726
ETF Portfolio Partners
Kansas
$234K +$217K +1,300 New
FWM
4727
FMA Wealth Management
Massachusetts
$234K +$217K +1,300 New
VFA
4728
Values First Advisors
Tennessee
$234K +$217K +1,300 New
CPG
4729
Custom Portfolio Group
Colorado
$234K – – –
AAG
4730
Accordant Advisory Group
Maryland
$233K +$216K +1,294 New
AFG
4731
Arkansas Financial Group
Arkansas
$233K +$215K +1,290 New
PWS
4732
Physician Wealth Solutions
Nevada
$232K +$215K +1,286 New
NOI
4733
Newton One Investments
Delaware
$231K – – –
TLA
4734
Tanglewood Legacy Advisors
Texas
$230K +$16K +96 +8%
T
4735
TrueFG
Texas
$230K +$213K +1,276 New
MCM
4736
MidAtlantic Capital Management
Virginia
$229K -$8.18K -49 -4%
WF
4737
Williams Financial
Vermont
$228K +$211K +1,264 New
VV
4738
Verity & Verity
South Carolina
$226K -$76.8K -460 -27%
CWM
4739
Core Wealth Management
Florida
$225K +$209K +1,250 New
RWIA
4740
Roger Wittlin Investment Advisory
California
$225K +$208K +1,247 New
CPCP
4741
Cedar Point Capital Partners
Iowa
$224K +$207K +1,243 New
MAWAG
4742
Mid-American Wealth Advisory Group
Missouri
$223K -$220K -1,319 -52%
FWMM
4743
Foundation Wealth Management (Missouri)
Missouri
$223K +$207K +1,239 New
LCM
4744
Laurion Capital Management
New York
$223K -$17.1M -102,255 -99%
PA
4745
Planning Alternatives
Michigan
$223K +$206K +1,234 New
HFS
4746
Hoge Financial Services
Pennsylvania
$222K +$206K +1,233 New
ODA
4747
One Degree Advisors
California
$221K -$4.01K -24 -2%
SFMG
4748
Sage Financial Management Group
Virginia
$221K +$204K +1,223 New
ACM
4749
Armbruster Capital Management
New York
$221K +$204K +1,223 New
MW
4750
Marks Wealth
Maryland
$220K +$204K +1,220 New
188 189
190
191 192