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Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
2801
Houlihan Financial Resource Group
Virginia
$213K -$7.12K -150 -3%
KPWG
2802
KFA Private Wealth Group
Virginia
$212K +$902 +19 +0.4%
OLVIG
2803
Oliver Lagore Vanvalin Investment Group
Michigan
$212K +$20.4K +430 +11%
E3F
2804
Eight 31 Financial
Texas
$212K -$521K -10,966 -71%
IPW
2805
Intergy Private Wealth
Colorado
$211K +$211K +4,438 New
EI
2806
Ellevest Inc
New York
$211K +$210K +4,433 New
KWMG
2807
King Wealth Management Group
Florida
$210K -$40.3K -849 -16%
SFWC
2808
Strategic Family Wealth Counselors
New Jersey
$210K +$665 +14 +0.3%
FFO
2809
Fortitude Family Office
Arizona
$210K -$7.45K -157 -3%
CSWM
2810
Cassady Schiller Wealth Management
Ohio
$209K +$142 +3 +0.1%
GC
2811
Garde Capital
Washington
$209K -$58.6K -1,235 -22%
MAM
2812
Montchanin Asset Management
Delaware
$209K -$36.1K -760 -15%
GKWIM
2813
Gerber Kawasaki Wealth & Investment Management
California
$209K +$95 +2 +0%
MG
2814
Marex Group
$208K -$702K -14,784 -77%
AF
2815
Apollon Financial
South Carolina
$208K -$23.5K -495 -10%
SWIM
2816
Smallwood Wealth Investment Management
New Jersey
$208K +$10.7K +225 +5%
WFA
2817
WestHill Financial Advisors
California
$207K +$14.6K +308 +8%
OWM
2818
OneAscent Wealth Management
Alabama
$207K -$665 -14 -0.3%
PAG
2819
Private Advisory Group
Washington
$207K -$7.31K -154 -3%
SSW
2820
Smith Shellnut Wilson
Mississippi
$206K – – –
NI
2821
NDVR Inc
Massachusetts
$206K -$44.6K -940 -18%
JC
2822
Jentner Corp
Ohio
$205K +$1.28K +27 +0.6%
SSW
2823
Stone Summit Wealth
Florida
$205K +$47 +1 +0%
CP
2824
Castleview Partners
Texas
$205K +$19.1K +403 +10%
BCMLT
2825
Beacon Capital Management LLC (Tennessee)
Tennessee
$205K -$47.1K -993 -19%
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