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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
2726
Hurlow Wealth Management Group
Indiana
$254K – – –
FCIM
2727
Fairview Capital Investment Management
California
$254K +$229K +4,010 New
FSC
2728
Full Sail Capital
Oklahoma
$254K +$259K +4,526 New
SICM
2729
Sustainable Insight Capital Management
New York
$253K -$109K -1,900 -32%
SC
2730
Sierra Capital
Florida
$252K +$4.06K +71 +2%
HP
2731
HT Partners
Connecticut
$251K – – –
SVCP
2732
Silicon Valley Capital Partners
California
$251K +$1.49K +26 +0.7%
WOSD
2733
WFA of San Diego
California
$249K -$3.31K -58 -1%
GWMI
2734
Guardian Wealth Management (Illinois)
Illinois
$249K +$224K +3,928 New
BWM
2735
BNC Wealth Management
Oregon
$249K +$224K +3,929 New
RHP
2736
Royal Harbor Partners
Texas
$248K – – –
SFWC
2737
Strategic Family Wealth Counselors
New Jersey
$248K +$9.2K +161 +4%
CSA
2738
Cottage Street Advisors
Massachusetts
$248K +$223K +3,908 New
PPW
2739
Pinnacle Private Wealth
Massachusetts
$247K +$223K +3,902 New
MWM
2740
MinichMacGregor Wealth Management
New York
$246K -$514 -9 -0.2%
PP
2741
PrairieView Partners
Minnesota
$246K +$11.1K +194 +5%
DE
2742
Day & Ennis
Georgia
$245K – – –
NRI
2743
NFP Retirement Inc
California
$245K -$15.7K -275 -7%
PWP
2744
Perfromance Wealth Partners
Illinois
$244K +$220K +3,846 New
WWM
2745
WT Wealth Management
Arizona
$244K +$220K +3,855 New
RPG
2746
Resource Planning Group
Georgia
$242K -$36.9K -645 -14%
HG
2747
Harbor Group
New Hampshire
$241K -$18.2K -318 -8%
MF
2748
Manchester Financial
California
$241K -$11.4K -200 -5%
TAM
2749
Townsend Asset Management
North Carolina
$241K – – –
TA
2750
TruWealth Advisors
Louisiana
$241K +$218K +3,810 New
108 109
110
111 112