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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2801
Concorde Asset Management
Michigan
$294K -$13.1K -213 -4%
RFN
2802
Redwood Financial Network
Ohio
$294K -$13.1K -212 -4%
CAC
2803
Certified Advisory Corp
Florida
$294K -$57.1K -927 -16%
ACP
2804
Argyle Capital Partners
California
$294K -$8.06K -131 -3%
SXL
2805
Summit X LLC
Missouri
$294K +$40.8K +662 +16%
CWMGO
2806
Capstone Wealth Management Group (Oregon)
Oregon
$294K -$3.08K -50 -1%
ACM
2807
Argent Capital Management
Missouri
$293K – – –
FBC
2808
Fairfield, Bush & Co
Connecticut
$293K – – –
WP
2809
Westmount Partners
California
$293K -$87.5K -1,421 -23%
CCA
2810
Clearwater Capital Advisors
Illinois
$293K -$61.6K -1,000 -17%
MWM
2811
Marietta Wealth Management
Georgia
$293K -$5.79K -94 -2%
WFAG
2812
Worth Financial Advisory Group
North Carolina
$292K -$31.2K -506 -10%
FPW
2813
Fairvoy Private Wealth
Alabama
$291K +$29.6K +480 +11%
JAG
2814
Journey Advisory Group
Kentucky
$291K -$9.48K -154 -3%
GSWA
2815
Good Steward Wealth Advisors
Tennessee
$290K +$289K +4,696 New
LIA
2816
Lynx Investment Advisory
District of Columbia
$290K +$6.16K +100 +2%
CFG
2817
Clayton Financial Group
Missouri
$290K – – –
CPC
2818
Consolidated Planning Corp
Georgia
$290K -$32.6K -530 -10%
LSA
2819
Lansing Street Advisors
Pennsylvania
$289K +$289K +4,691 New
MFG
2820
Mosaic Financial Group
Illinois
$289K – – –
B
2821
BetterWealth
California
$289K -$277K -4,506 -49%
GKWIM
2822
Gerber Kawasaki Wealth & Investment Management
California
$289K +$56.5K +917 +24%
RBWA
2823
RFG - Bristol Wealth Advisors
Massachusetts
$288K -$18K -293 -6%
LWP
2824
LeClair Wealth Partners
Ohio
$288K – – –
HFRG
2825
Houlihan Financial Resource Group
Virginia
$288K -$4.31K -70 -1%
111 112
113
114 115