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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1776
SageGuard Financial Group
Tennessee
$331K -$88.6K -389 -19%
SAM
1777
Synergy Asset Management
Washington
$331K +$14.3K +63 +4%
BW
1778
BIP Wealth
Georgia
$331K +$56.9K +250 +18%
SC
1779
Shearwater Capital
Colorado
$331K +$378K +1,661 New
CCC
1780
Chelsea Counsel Company
California
$330K – – –
IP
1781
Investment Partners
Ohio
$330K – – –
AF
1782
Atala Financial
California
$330K +$6.83K +30 +2%
ZCP
1783
Z3 Capital Partners
Virginia
$329K – – –
QFW
1784
QTR Family Wealth
Florida
$329K +$122K +536 +57%
CG
1785
CFO4Life Group
Texas
$329K -$18.9K -83 -5%
KCM
1786
KRS Capital Management
Michigan
$329K +$15.9K +70 +4%
AFW
1787
Avantra Family Wealth
Pennsylvania
$329K +$376K +1,652 New
JWM
1788
Jacksonville Wealth Management
Florida
$329K +$4.1K +18 +1%
SWP
1789
Strategic Wealth Partners
Ohio
$328K -$1.14K -5 -0.3%
FNFDCM
1790
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$328K – – –
SFGP
1791
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$328K +$12.8K +56 +4%
LCM
1792
LCM Capital Management
Illinois
$328K +$2.28K +10 +0.6%
BWAM
1793
Blue Water Asset Management
Michigan
$328K +$683 +3 +0.2%
LWP
1794
LeClair Wealth Partners
Ohio
$328K +$70.8K +311 +23%
UAS
1795
United Asset Strategies
New York
$328K +$85.4K +375 +29%
SWA
1796
SOA Wealth Advisors
New York
$328K +$63.8K +280 +20%
MWM
1797
Maripau Wealth Management
Indiana
$327K +$62.6K +275 +20%
EFL
1798
ERn Financial LLC
Wisconsin
$326K -$9.11K -40 -2%
CWM
1799
Consultiva Wealth Management
Puerto Rico
$325K – – –
JCM
1800
Jag Capital Management
Missouri
$325K +$5.01K +22 +1%
70 71
72
73 74