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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
2501
Madden Securities
Texas
$231K – – –
SWA
2502
Sax Wealth Advisors
New Jersey
$231K – – –
SFS
2503
Security Financial Services
Indiana
$231K – – –
EF
2504
Empowered Funds
Pennsylvania
$231K +$256K +5,766 New
WWM
2505
Windsor Wealth Management
Indiana
$230K -$9.85K -222 -4%
SFG
2506
Sovereign Financial Group
Connecticut
$230K +$5.37K +121 +2%
WWMSC
2507
Wagner Wealth Management (South Carolina)
South Carolina
$230K +$17.9K +404 +8%
GLLW
2508
Graves Light Lenhart Wealth
Virginia
$229K -$76.1K -1,715 -23%
JSC
2509
Jackson Square Capital
California
$229K -$46.2K -1,041 -15%
SIC
2510
Sigma Investment Counselors
Michigan
$229K +$12.2K +276 +5%
HI
2511
Hoey Investments
Pennsylvania
$228K -$82.6K -1,862 -25%
WFA
2512
WMG Financial Advisors
Tennessee
$228K -$6.66K -150 -3%
VIM
2513
VELA Investment Management
Ohio
$228K +$253K +5,704 New
NRI
2514
NFP Retirement Inc
California
$228K -$19.9K -448 -7%
MAM
2515
McLean Asset Management
Virginia
$227K +$3.86K +87 +2%
HWM
2516
Hemington Wealth Management
Virginia
$227K +$6.52K +147 +3%
AA
2517
Advisory Alpha
Michigan
$226K -$20.4K -460 -8%
OFS
2518
OneAscent Financial Services
Alabama
$226K -$19.3K -435 -7%
UL
2519
Unionview LLC
Washington
$226K +$8.96K +202 +4%
EWP
2520
Engrave Wealth Partners
Texas
$226K +$251K +5,652 New
HWMG
2521
Hurlow Wealth Management Group
Indiana
$225K -$3.55K -80 -1%
LWP
2522
Laurel Wealth Planning
Minnesota
$225K – – –
FC
2523
Financial Consulate
Maryland
$225K +$7.72K +174 +3%
DCBT
2524
Dakota Community Bank & Trust
North Dakota
$225K +$250K +5,625 New
RWMH
2525
Riverpoint Wealth Management Holdings
Illinois
$224K -$13.5K -305 -5%
99 100
101
102 103