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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2801
Brightwater Advisory
Florida
$288K -$9.65K -169 -3%
FIBT
2802
First International Bank & Trust
North Dakota
$288K -$7.82K -137 -3%
LWMM
2803
Legacy Wealth Management (Mississippi)
Mississippi
$288K +$56.5K +989 +26%
DFP
2804
Defined Financial Planning
California
$287K +$277K +4,847 New
ACM
2805
Andina Capital Management
Utah
$287K -$23.1K -405 -8%
MWM
2806
Marietta Wealth Management
Georgia
$286K +$5.37K +94 +2%
OPPS
2807
Obsidian Personal Planning Solutions
Maryland
$285K – – –
AFG
2808
ABLE Financial Group
Arizona
$285K +$275K +4,816 New
PCA
2809
Prosperity Capital Advisors
Ohio
$285K -$32.5K -569 -11%
CWMGO
2810
Capstone Wealth Management Group (Oregon)
Oregon
$285K +$275K +4,810 New
ACM
2811
AUA Capital Management
Pennsylvania
$285K – – –
BA
2812
Ballast Advisors
Minnesota
$284K +$4.57K +80 +2%
AGA
2813
Arkos Global Advisors
Texas
$284K -$5.71K -100 -2%
FA
2814
Financial Advisors
Massachusetts
$284K – – –
CGA
2815
Crescent Grove Advisors
Illinois
$283K -$28.9K -506 -10%
WDL
2816
Well Done LLC
Michigan
$283K – – –
RFA
2817
Resurgent Financial Advisors
Georgia
$283K -$20.7K -363 -7%
SPWM
2818
Schrum Private Wealth Management
Florida
$282K -$304K -5,328 -53%
SFC
2819
Strategic Financial Concepts
Texas
$282K +$272K +4,765 New
SIA
2820
SGL Investment Advisors
Montana
$282K +$16.4K +288 +7%
HIMS
2821
Hager Investment Management Services
New Hampshire
$282K +$272K +4,760 New
REMPR
2822
Roof Eidam Maycock Peralta (REMP)
California
$282K – – –
ACM
2823
Argent Capital Management
Missouri
$281K – – –
FBC
2824
Fairfield, Bush & Co
Connecticut
$281K – – –
HFRG
2825
Houlihan Financial Resource Group
Virginia
$281K -$10.3K -180 -4%
111 112
113
114 115