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Name Holding Trade Value Shares
Change 		Change in
Stake
WKSWA
2326
White Knight Strategic Wealth Advisors
New Jersey
$347K +$2.14K +8 +0.6%
FLFS
2327
Family Legacy Financial Solutions
North Carolina
$347K +$340K +1,272 New
BWS
2328
Broadway Wealth Solutions
Texas
$346K +$19.5K +73 +6%
SCM
2329
Sitrin Capital Management
California
$346K – – –
FCG
2330
Fielder Capital Group
Tennessee
$345K -$33.7K -126 -9%
SAW
2331
Signal Advisors Wealth
Michigan
$344K +$93.3K +349 +38%
MTC
2332
McDaniel Terry & Co
Texas
$343K -$311K -1,162 -48%
OPWM
2333
Oregon Pacific Wealth Management
Oregon
$343K +$8.02K +30 +2%
RIA
2334
Regal Investment Advisors
Michigan
$342K +$335K +1,254 New
JAG
2335
Journey Advisory Group
Kentucky
$341K – – –
TFA
2336
Trinity Financial Advisors
Ohio
$341K – – –
IJWM
2337
Inman Jager Wealth Management
Mississippi
$341K +$2.67K +10 +0.8%
AWA
2338
Adapt Wealth Advisors
Georgia
$340K +$2.67K +10 +0.8%
WIA
2339
Wetzel Investment Advisors
Indiana
$340K -$22.2K -83 -6%
GA
2340
GFS Advisors
Texas
$339K +$20.1K +75 +6%
RA
2341
Ransom Advisory
Rhode Island
$339K -$33.4K -125 -9%
WA
2342
Wealth Architects
California
$339K +$8.02K +30 +2%
RFA
2343
Resurgent Financial Advisors
Georgia
$336K -$1.6K -6 -0.5%
FMN
2344
Financial Management Network
California
$336K +$330K +1,234 New
FHC
2345
First Heartland Consultants
Missouri
$336K -$4.28K -16 -1%
FA
2346
Fermata Advisors
California
$335K -$259K -969 -44%
PFG
2347
Prosperity Financial Group
California
$335K +$12.3K +46 +4%
DWS
2348
Dynamic Wealth Strategies
California
$334K -$6.68K -25 -2%
CIP
2349
Convergence Investment Partners
Florida
$334K -$18.4K -69 -5%
RCP
2350
Rothschild Capital Partners
New York
$333K – – –
92 93
94
95 96