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Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
2826
Marshall Financial Group (Maryland)
Maryland
$227K -$23.5K -436 -9%
PIAS
2827
PCA Investment Advisory Services
Ohio
$226K +$1.46K +27 +0.6%
SFA
2828
Source Financial Advisors
New York
$225K +$2.43K +45 +1%
SFWC
2829
Strategic Family Wealth Counselors
New Jersey
$225K – – –
CRWM
2830
Castle Rock Wealth Management
California
$225K +$227K +4,200 New
CAM
2831
Clark Asset Management
New Hampshire
$224K +$225K +4,169 New
GCP
2832
Gill Capital Partners
Colorado
$223K +$11.2K +207 +5%
SAM
2833
Smithbridge Asset Management
Pennsylvania
$223K – – –
AHB
2834
Abner Herrman & Brock
New Jersey
$223K +$108 +2 +0%
FWI
2835
Facet Wealth Inc
Maryland
$222K +$229K +4,249 New
GWM
2836
Gray Wealth Management
Maine
$221K +$8.79K +163 +4%
AFG
2837
ABLE Financial Group
Arizona
$221K -$7.39K -137 -3%
HHGA
2838
Halbert Hargrove Global Advisors
California
$221K -$486 -9 -0.2%
MSFP
2839
Mark Sheptoff Financial Planning
Connecticut
$220K – – –
PAG
2840
Powers Advisory Group
Illinois
$220K +$647 +12 +0.3%
LSC
2841
Lesa Sroufe & Co
Washington
$220K – – –
OFS
2842
OneAscent Financial Services
Alabama
$219K +$219K +4,068 New
6F
2843
626 Financial
Michigan
$219K -$10.7K -199 -5%
PCA
2844
Prosperity Capital Advisors
Ohio
$219K -$11.9K -221 -5%
FWP
2845
Falcon Wealth Planning
California
$218K -$3.83K -71 -2%
IPW
2846
Intergy Private Wealth
Colorado
$218K +$219K +4,054 New
TCOO
2847
Trust Company of Oklahoma
Oklahoma
$218K -$2K -37 -0.9%
UFF
2848
USA Financial Formulas
Michigan
$217K +$211K +3,916 +3,291%
SWM
2849
Seaside Wealth Management
California
$217K -$3.88K -72 -2%
CCFM
2850
Clear Creek Financial Management
Washington
$216K +$215K +3,986 New
112 113
114
115 116