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Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1801
Prosperity Bancshares
Texas
$357K +$132K +592 +56%
LCM
1802
LCM Capital Management
Illinois
$357K – – –
TA
1803
TrueWealth Advisors
Alabama
$357K -$10.2K -46 -3%
CG
1804
CFO4Life Group
Texas
$357K -$1.11K -5 -0.3%
ALA
1805
Atlas Legacy Advisors
California
$357K +$117K +528 +51%
UAS
1806
United Asset Strategies
New York
$357K – – –
CFP
1807
Cascade Financial Partners
California
$356K +$24K +108 +7%
PE
1808
PCM Encore
Colorado
$356K -$59.4K -267 -14%
RS
1809
Retirement Solution
Washington
$355K +$81.2K +365 +29%
PGAM
1810
Princeton Global Asset Management
New Jersey
$355K +$34.9K +157 +11%
CWM
1811
Consultiva Wealth Management
Puerto Rico
$354K – – –
JCM
1812
Jag Capital Management
Missouri
$353K – – –
TFS
1813
Targeted Financial Services
Florida
$353K +$84.8K +381 +30%
HA
1814
Helium Advisors
Washington
$353K -$445 -2 -0.1%
OMIC
1815
Old Mission Investment Co
Michigan
$352K +$6.45K +29 +2%
AA
1816
Auxano Advisors
Washington
$352K -$72.8K -327 -17%
PMG
1817
ProVise Management Group
Florida
$352K +$42K +189 +13%
RPWA
1818
Regent Peak Wealth Advisors
Georgia
$352K +$95.9K +431 +36%
MMCM
1819
Murphy & Mullick Capital Management
New York
$351K +$148K +665 +70%
KWM
1820
Keebeck Wealth Management
Illinois
$351K +$8.45K +38 +2%
SFG
1821
Sovereign Financial Group
Connecticut
$351K +$18.7K +84 +5%
EWA
1822
Encompass Wealth Advisors
Oregon
$350K – – –
WP
1823
WealthPLAN Partners
Nebraska
$350K -$12K -54 -3%
RFA
1824
RTD Financial Advisors
Pennsylvania
$349K +$37.6K +169 +12%
CWIG
1825
Chung Wu Investment Group
Texas
$349K +$336K +1,510 +1,510%
71 72
73
74 75