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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1926
Everhart Financial Group
Ohio
$245K -$187K -1,537 -42%
KWMG
1927
King Wealth Management Group
Florida
$245K – – –
HA
1928
Herold Advisors
New York
$245K -$6.07K -50 -2%
GWM
1929
GDS Wealth Management
Texas
$243K +$7.04K +58 +3%
IPW
1930
Inlet Private Wealth
Florida
$243K +$2.19K +18 +0.9%
WFAG
1931
Worth Financial Advisory Group
North Carolina
$243K -$37.6K -310 -13%
LA
1932
Latitude Advisors
Florida
$242K -$3.89K -32 -1%
B
1933
Bensler
Washington
$242K +$43.8K +361 +21%
MW
1934
MBL Wealth
North Carolina
$242K -$49.9K -411 -16%
SIAG
1935
Safeguard Investment Advisory Group
California
$241K +$256K +2,105 New
FWI
1936
Facet Wealth Inc
Maryland
$241K +$2.43K +20 +0.9%
NCMW
1937
Northern Capital Management (Washington)
Washington
$240K – – –
PA
1938
PFW Advisors
Georgia
$240K -$18.1K -149 -7%
CA
1939
Continuum Advisory
Idaho
$239K +$21.9K +180 +9%
SWG
1940
Summit Wealth Group
Vermont
$239K +$6.19K +51 +3%
BCMLT
1941
Beacon Capital Management LLC (Tennessee)
Tennessee
$239K +$3.04K +25 +1%
DAM
1942
Diamant Asset Management
Connecticut
$238K – – –
BTIM
1943
BancFirst Trust & Investment Management
Oklahoma
$238K +$50.3K +414 +25%
IIC
1944
Ironwood Investment Counsel
Arizona
$237K +$252K +2,075 New
RFG
1945
Range Financial Group
Oregon
$237K +$23.3K +192 +10%
GAG
1946
GM Advisory Group
New York
$237K +$4.62K +38 +2%
JC
1947
JB Capital
Connecticut
$237K +$8.62K +71 +4%
GWM
1948
Gray Wealth Management
Maine
$236K -$46.6K -384 -16%
WG
1949
Wealth Group
North Carolina
$236K -$5.34K -44 -2%
JCM
1950
Jacobsen Capital Management
Utah
$235K +$6.19K +51 +3%
76 77
78
79 80