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Name Holding Trade Value Shares
Change 		Change in
Stake
BDL
5176
Bey-Douglas LLC
Georgia
$374K +$110K +556 +48%
LWA
5177
Lifelong Wealth Advisors
Minnesota
$373K +$70.4K +356 +26%
FEG
5178
Financial Enhancement Group
Indiana
$373K -$65.9K -333 -17%
SA
5179
Sylvest Advisors
Texas
$373K -$25.7K -130 -7%
BIA
5180
Barry Investment Advisors
Massachusetts
$373K -$20.6K -104 -6%
SWM
5181
Stark Wealth Management
Pennsylvania
$373K +$1.19K +6 +0.4%
HWM
5182
Heirloom Wealth Management
Colorado
$372K -$12.3K -62 -4%
EWA
5183
EQ Wealth Advisors
Texas
$372K – – –
GPA
5184
Guidance Point Advisors
Massachusetts
$372K +$2.18K +11 +0.7%
RWM
5185
Rialto Wealth Management
New York
$372K +$7.92K +40 +2%
BI
5186
BFI Infinity
Switzerland
$371K -$107K -542 -24%
FCG
5187
Financial Connections Group
California
$371K +$10.5K +53 +3%
BCM
5188
Birch Capital Management
Texas
$369K – – –
OFG
5189
Omega Financial Group
California
$368K +$88.1K +445 +36%
TCM
5190
TABR Capital Management
California
$368K -$4.16K -21 -1%
VV
5191
Verity & Verity
South Carolina
$368K +$7.12K +36 +2%
FPCG
5192
Forum Private Client Group
Indiana
$367K – – –
CAM
5193
Cobblestone Asset Management
Virginia
$367K +$9.89K +50 +3%
FWA
5194
FOCUS Wealth Advisors
Texas
$367K – – –
MPW
5195
MA Private Wealth
California
$365K – – –
MIAS
5196
Mason Investment Advisory Services
Virginia
$364K – – –
AFS
5197
Anderson Financial Strategies
Ohio
$364K – – –
SWM
5198
Schwallier Wealth Management
Michigan
$364K -$12.3K -62 -4%
CCA
5199
Cypress Capital Advisors
Tennessee
$364K -$6.93K -35 -2%
GVCM
5200
Global View Capital Management
Wisconsin
$364K -$145K -735 -31%
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