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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1951
GLR Partners
Maryland
$265K +$84.8K +482 +40%
OWA
1952
Octavia Wealth Advisors
Ohio
$264K -$321K -1,823 -52%
CA
1953
Capital Advantage
California
$264K -$6.86K -39 -2%
MCC
1954
Money Concepts Capital
Florida
$263K +$296K +1,682 New
SIAG
1955
Safeguard Investment Advisory Group
California
$263K +$40.3K +229 +16%
AA
1956
Auxano Advisors
Washington
$263K -$4.92K -28 -2%
SFG
1957
Southern Financial Group
Alabama
$262K -$26K -148 -8%
GD
1958
Grandfield & Dodd
New York
$261K -$528 -3 -0.2%
FSBI
1959
Fearless Solutions (Best Invest)
Texas
$261K -$23.6K -134 -7%
QFW
1960
QTR Family Wealth
Florida
$261K -$879 -5 -0.3%
LWM
1961
Langley Wealth Management
Mississippi
$260K +$292K +1,661 New
MHC
1962
May Hill Capital
Massachusetts
$260K -$146K -833 -33%
HB
1963
Horizon Bancorp
Indiana
$260K -$4.22K -24 -1%
NPA
1964
Nichols & Pratt Advisers
Massachusetts
$260K -$121K -690 -29%
CG
1965
Cynosure Group
Utah
$259K +$291K +1,656 New
KC
1966
Karras Company
Utah
$259K -$396K -2,252 -58%
DWM
1967
Daner Wealth Management
Georgia
$257K +$1.76K +10 +0.8%
MSA
1968
Marino Stram & Associates
Massachusetts
$257K -$528 -3 -0.2%
FM
1969
Family Management
New York
$256K +$287K +1,632 New
EAM
1970
Empirical Asset Management
Massachusetts
$256K -$344K -1,956 -55%
TWP
1971
Tyche Wealth Partners
Texas
$255K -$16K -91 -5%
HPM
1972
Hudson Portfolio Management
New York
$255K +$286K +1,625 New
WC
1973
Wynn Capital
Georgia
$254K +$95.3K +542 +50%
MMG
1974
Monetary Management Group
Missouri
$254K -$132K -750 -32%
CI
1975
Corient IA
Florida
$254K – – –
77 78
79
80 81