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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2651
Austin Wealth Management
Texas
$265K -$2.67K -55 -1%
SXL
2652
Summit X LLC
Missouri
$265K -$26.7K -548 -9%
BSSFA
2653
Baron Silver Stevens Financial Advisors
Florida
$265K +$49 +1 +0%
MPCA
2654
Madison Park Capital Advisors
Washington
$264K +$19.9K +409 +9%
SWM
2655
Sagace Wealth Management
Florida
$264K +$237K +4,871 New
VR
2656
Valued Retirements
Texas
$264K +$97 +2 +0%
MGAM
2657
McGowan Group Asset Management
Texas
$263K +$632 +13 +0.3%
BC
2658
Broadwater Capital
Massachusetts
$263K – – –
SWRP
2659
Summit Wealth & Retirement Planning
California
$263K +$97 +2 +0%
MC
2660
Matisse Capital
Oregon
$263K -$161K -3,306 -40%
ZAM
2661
Zevin Asset Management
Massachusetts
$262K +$486 +10 +0.2%
HFRG
2662
Houlihan Financial Resource Group
Virginia
$262K +$21.2K +435 +10%
MC
2663
Middleton & Co
Massachusetts
$261K – – –
AHB
2664
Abner Herrman & Brock
New Jersey
$261K -$389 -8 -0.2%
ACP
2665
Aveo Capital Partners
Colorado
$260K -$49.1K -1,010 -17%
SW
2666
SMART Wealth
Nebraska
$260K -$102K -2,107 -30%
AGA
2667
Arkos Global Advisors
Texas
$260K – – –
GWP
2668
Gateway Wealth Partners
Wisconsin
$260K -$34K -700 -13%
GI
2669
GLOBALT Investments
Georgia
$259K -$3.53M -72,481 -94%
MS
2670
Madden Securities
Texas
$259K – – –
OFA
2671
Oak Family Advisors
Illinois
$259K -$48.6K -1,000 -17%
OPPS
2672
Obsidian Personal Planning Solutions
Maryland
$258K -$7.68K -158 -3%
HFS
2673
Heritage Financial Services
Massachusetts
$257K -$43.8K -900 -16%
RIA
2674
Richwood Investment Advisors
Ohio
$256K +$234K +4,814 New
ACM
2675
AUA Capital Management
Pennsylvania
$256K -$3.36K -69 -1%
105 106
107
108 109