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Name Holding Trade Value Shares
Change 		Change in
Stake
WTG
3101
West Tower Group
Virginia
$470K +$418K +4,000 New
MGAM
3102
McGowan Group Asset Management
Texas
$470K -$1.25K -12 -0.3%
AC
3103
AWM Capital
Arizona
$470K +$91.4K +874 +28%
APFP
3104
Action Point Financial Planning
Michigan
$469K +$419K +4,004 New
FIC
3105
FCG Investment Company
Tennessee
$469K -$30.6K -293 -7%
KWA
3106
Kellett Wealth Advisors
Ohio
$468K +$11.6K +111 +3%
ERWM
3107
Elk River Wealth Management
Colorado
$468K -$9.1K -87 -2%
BCA
3108
Bay Capital Advisors
Virginia
$468K – – –
W
3109
Wealthquest
Ohio
$467K +$75K +717 +22%
W
3110
WealthCollab
Washington
$467K +$199K +1,899 +91%
AP
3111
Advisortrust Partners
North Carolina
$467K +$38.3K +366 +10%
DCA
3112
DB&C Advisors
Michigan
$466K +$1.57K +15 +0.4%
MWA
3113
Motive Wealth Advisors
Michigan
$466K +$7.32K +70 +2%
WWA
3114
Wealth Watch Advisors
Colorado
$466K -$36.3K -347 -8%
LSC
3115
Lesa Sroufe & Co
Washington
$466K +$415K +3,967 New
HP
3116
HT Partners
Connecticut
$466K – – –
CP
3117
Clarendon Private
Massachusetts
$466K +$5.23K +50 +1%
PPA
3118
Painted Porch Advisors
California
$465K +$57.8K +553 +16%
PHWM
3119
Pine Harbor Wealth Management
Maryland
$465K +$418 +4 +0.1%
OFG
3120
Oxford Financial Group
Indiana
$464K +$7.42K +71 +2%
MFG
3121
Mosaic Financial Group
Illinois
$464K +$837 +8 +0.2%
MIG
3122
McGuire Investment Group
Rhode Island
$463K -$94.1K -900 -19%
RWM
3123
Rockline Wealth Management
New York
$463K -$18.7K -179 -4%
SFC
3124
Swisher Financial Concepts
Ohio
$462K -$675K -6,450 -62%
CSA
3125
Cottage Street Advisors
Massachusetts
$461K -$33.9K -324 -8%
123 124
125
126 127