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Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
2776
Baron Silver Stevens Financial Advisors
Florida
$267K – – –
CAGAS
2777
Capital Advisory Group Advisory Services
Minnesota
$266K +$67.7K +1,326 +34%
FCC
2778
Flower City Capital
New York
$266K +$269K +5,262 New
BA
2779
Brightwater Advisory
Florida
$266K +$269K +5,260 New
4WM
2780
49 Wealth Management
Texas
$265K +$268K +5,243 New
RW
2781
Rede Wealth
Virginia
$265K +$3.98K +78 +2%
PCFFS
2782
Pacific Center for Financial Services
California
$265K – – –
KWM
2783
Kaydan Wealth Management
Michigan
$265K -$2.76K -54 -1%
WAG
2784
Wiser Advisor Group
Arizona
$264K +$267K +5,228 New
BGAI
2785
Bruce G. Allen Investments
Colorado
$264K +$267K +5,228 New
LFG
2786
Lockerman Financial Group
California
$264K -$11.1K -217 -4%
CAC
2787
Certified Advisory Corp
Florida
$263K -$970K -18,976 -78%
JFL
2788
Jarislowsky, Fraser Ltd
Quebec, Canada
$263K -$35.8K -700 -12%
PA
2789
PSI Advisors
Florida
$263K +$6.9K +135 +3%
AHB
2790
Abner Herrman & Brock
New Jersey
$260K +$51K +998 +24%
OFS
2791
OneAscent Financial Services
Alabama
$260K +$55K +1,077 +26%
MIG
2792
McGuire Investment Group
Rhode Island
$259K -$146K -2,851 -36%
CFS
2793
CGC Financial Services
Oregon
$259K – – –
CWG
2794
Cornerstone Wealth Group
North Carolina
$259K +$26.6K +521 +11%
BIP
2795
Blueprint Investment Partners
North Carolina
$259K -$910K -17,809 -78%
PHWM
2796
Pine Harbor Wealth Management
Maryland
$258K +$261K +5,115 New
GWM
2797
Grand Wealth Management
Michigan
$258K +$261K +5,103 New
PP
2798
PFS Partners
New Jersey
$258K +$35.2K +689 +16%
MSG
2799
Main Street Group
Virginia
$257K +$260K +5,085 New
WMP
2800
Wealth Management Partners
Arizona
$257K – – –
110 111
112
113 114