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Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
4801
Sage Financial Management Group
Virginia
$228K – – –
MAG
4802
Mokosak Advisory Group
Iowa
$227K – – –
BWA
4803
BCU Wealth Advisors
Illinois
$227K – – –
BCM
4804
Brookmont Capital Management
Texas
$225K +$19K +104 +9%
AFA
4805
Alpha Financial Advisors
North Carolina
$224K +$7.66K +42 +4%
TLFA
4806
True Link Financial Advisors
California
$224K +$220K +1,204 New
BSWM
4807
Boston Standard Wealth Management
Massachusetts
$224K +$24.8K +136 +13%
CFG
4808
CMC Financial Group
Georgia
$224K – – –
KIC
4809
Keating Investment Counselors
Florida
$223K – – –
CWM
4810
Cadence Wealth Management
Massachusetts
$223K – – –
LEFP
4811
Leading Edge Financial Planning
Tennessee
$223K +$2.19K +12 +1%
MAG
4812
Members Advisory Group
New York
$222K – – –
SC
4813
Schubert & Co
Texas
$222K +$217K +1,192 New
QL
4814
Quarry LP
New York
$222K -$40.5K -222 -16%
ASW
4815
Astoria Strategic Wealth
Texas
$222K +$217K +1,191 New
SAM
4816
Simplify Asset Management
Nevada
$221K – – –
MW
4817
Marks Wealth
Maryland
$220K -$36.5K -200 -14%
WAG
4818
Windsor Advisory Group
Ohio
$219K -$44.7K -245 -17%
RJTCONH
4819
Raymond James Trust Company of New Hampshire
New Hampshire
$219K +$6.2K +34 +3%
PCM
4820
Peirce Capital Management
Texas
$217K – – –
TCM
4821
Tang Capital Management
California
$217K – – –
SF
4822
SWP Financial
California
$217K – – –
EWA
4823
Elevate Wealth Advisory
Georgia
$216K +$365 +2 +0.2%
UI
4824
Unconventional Investor
New Hampshire
$216K +$3.65K +20 +2%
EFMH
4825
E Fund Management (HK)
Hong Kong
$216K -$14.4K -79 -6%
191 192
193
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