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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
5201
OxenFree Capital
Florida
$355K +$409 +2 +0.1%
HFO
5202
Heritage Family Offices
Arizona
$354K +$330K +1,614 New
MFC
5203
Morris Financial Concepts
South Carolina
$354K +$103K +502 +45%
MWPCG
5204
Measured Wealth Private Client Group
New Hampshire
$353K +$8.39K +41 +3%
HWM
5205
HFG Wealth Management
Texas
$351K +$63.6K +311 +20%
UAM
5206
Unison Asset Management
Florida
$351K – – –
FPCG
5207
Forum Private Client Group
Indiana
$350K +$327K +1,596 New
CC
5208
Cypress Capital
Tennessee
$350K -$92.7K -453 -22%
EHAM
5209
Eagle Harbor Asset Management
Washington
$349K – – –
CPA
5210
Court Place Advisors
Maryland
$348K +$324K +1,586 New
SSW
5211
Stone Summit Wealth
Florida
$347K -$73K -357 -18%
SFCL
5212
Strengthening Families & Communities LLC
Massachusetts
$347K -$10.5M -51,427 -97%
GPA
5213
Guidance Point Advisors
Massachusetts
$347K -$9K -44 -3%
MA
5214
McGrath & Associates
North Carolina
$347K +$323K +1,580 New
OFP
5215
OFC Financial Planning
New Jersey
$347K +$323K +1,580 New
KFSC
5216
Keystone Financial Services (Colorado)
Colorado
$346K -$3.48K -17 -1%
TWG
5217
The Wealth Group
Minnesota
$346K -$157K -766 -33%
BWM
5218
Brickley Wealth Management
California
$344K -$1.64K -8 -0.5%
ATI
5219
ARK & TLK Investments
Oklahoma
$344K +$1.02K +5 +0.3%
HIC
5220
Harvey Investment Company
Kentucky
$344K – – –
CCA
5221
Clarity Capital Advisors
Florida
$344K – – –
MECA
5222
Miller Equity Capital Advisors
Texas
$343K – – –
RS
5223
R Squared
Hong Kong
$342K +$319K +1,560 New
VWWMG
5224
Vermillion & White Wealth Management Group
Pennsylvania
$342K -$309K -1,511 -49%
OWA
5225
Oak Wealth Advisors
Illinois
$342K +$319K +1,557 New
207 208
209
210 211