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Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
2951
Financial Synergies Wealth Advisors
Texas
$274K +$25.5K +415 +12%
LWA
2952
Lantern Wealth Advisors
New York
$274K +$710K +11,561 New
MIG
2953
McGuire Investment Group
Rhode Island
$274K – – –
MWM
2954
MinichMacGregor Wealth Management
New York
$274K – – –
WWMSC
2955
Wagner Wealth Management (South Carolina)
South Carolina
$274K +$3.87K +63 +2%
BIG
2956
Brookwood Investment Group
Arizona
$274K -$825K -13,429 -77%
GA
2957
GSG Advisors
New Jersey
$273K -$5.29K -86 -2%
TCOO
2958
Trust Company of Oklahoma
Oklahoma
$273K -$5.1K -83 -2%
SSW
2959
Smith Shellnut Wilson
Mississippi
$272K +$29.5K +480 +14%
MCAI
2960
Members Capital Advisors Inc
Wisconsin
$272K – – –
TBWA
2961
Three Bridge Wealth Advisors
California
$272K +$241K +3,918 New
HFP
2962
Holistic Financial Partners
Indiana
$272K +$241K +3,914 New
OFG
2963
Oxford Financial Group
Indiana
$271K -$20K -325 -8%
LIA
2964
LifePlan Investment Advisors
North Carolina
$271K -$737 -12 -0.3%
CCA
2965
Cypress Capital Advisors
Tennessee
$271K +$240K +3,903 New
CPC
2966
Congress Park Capital
New York
$271K -$41.4K -673 -15%
HI
2967
Human Investing
Oregon
$270K -$98.3K -1,600 -29%
GWWM
2968
Great Waters Wealth Management
Minnesota
$270K +$2.52K +41 +1%
RPCA
2969
Running Point Capital Advisors
California
$270K -$5.59K -91 -2%
ACP
2970
Argyle Capital Partners
California
$270K -$53.5K -870 -18%
PFM
2971
Patton Fund Management
Texas
$269K +$239K +3,884 New
AC
2972
AWM Capital
Arizona
$268K – – –
MF
2973
Montis Financial
Massachusetts
$268K +$246 +4 +0.1%
KAM
2974
Karani Asset Management
New York
$268K -$62.7K -1,020 -21%
TNA
2975
True North Advisors
Texas
$267K -$62.6K -1,019 -21%
117 118
119
120 121