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Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
3026
Holland Advisory Services
Florida
$330K +$6.01K +81 +2%
LF
3027
Lighthouse Financial
Florida
$330K +$3.19K +43 +1%
WIM
3028
Wiregrass Investment Management
Georgia
$329K +$317K +4,276 New
AOWM
3029
Asset One Wealth Management
Washington
$329K +$303K +4,084 New
HC
3030
Hamilton Capital
Ohio
$329K +$317K +4,275 New
JC
3031
JM2 Capital
Oklahoma
$329K +$317K +4,269 New
CSA
3032
Cottage Street Advisors
Massachusetts
$329K -$25.1K -338 -7%
BIM
3033
Barton Investment Management
Pennsylvania
$329K – – –
CGFA
3034
Colton Groome Financial Advisors
North Carolina
$328K +$64.3K +866 +26%
SSCA
3035
South Shore Capital Advisors
Massachusetts
$328K +$316K +4,262 New
NFP
3036
Narus Financial Partners
Utah
$327K +$7.42K +100 +2%
DA
3037
Dover Advisors
Virginia
$327K – – –
B
3038
BetterWealth
California
$327K -$2.89K -39 -0.9%
GFG
3039
Greenberg Financial Group
Arizona
$327K +$315K +4,241 New
JJBC
3040
James J. Burns & Company
New York
$326K -$1.48K -20 -0.5%
WFA
3041
Websterrogers Financial Advisors
South Carolina
$326K +$2.52K +34 +0.8%
VFG
3042
Victory Financial Group
Texas
$325K +$313K +4,215 New
SSW
3043
Stone Summit Wealth
Florida
$324K – – –
MAG
3044
MRA Advisory Group
New Jersey
$324K +$312K +4,210 New
MSFP
3045
Mark Sheptoff Financial Planning
Connecticut
$324K – – –
MLA
3046
MB, Levis & Associates
Pennsylvania
$324K +$816 +11 +0.3%
FFL
3047
Financial Freedom LLC
Ohio
$324K +$890 +12 +0.3%
LWA
3048
Ledgewood Wealth Advisors
New Hampshire
$324K – – –
RC
3049
Rahlfs Capital
Texas
$324K – – –
CA
3050
Clune & Associates
Illinois
$323K – – –
120 121
122
123 124