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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
3101
Strategic Family Wealth Counselors
New Jersey
$308K -$3.86K -52 -1%
FA
3102
Fermata Advisors
California
$307K +$14.6K +197 +5%
WFAG
3103
Worth Financial Advisory Group
North Carolina
$307K -$14.4K -194 -5%
BCA
3104
Bay Capital Advisors
Virginia
$307K – – –
FPW
3105
Fairvoy Private Wealth
Alabama
$306K -$5.12K -69 -2%
HP
3106
HT Partners
Connecticut
$306K – – –
PA
3107
Planning Alternatives
Michigan
$305K -$75.6K -1,019 -20%
PPA
3108
Painted Porch Advisors
California
$305K -$43.8K -590 -13%
NPFS
3109
Novak & Powell Financial Services
Florida
$305K -$20.9K -281 -7%
THL
3110
Tillman Hartley LLC
Colorado
$304K +$36.2K +488 +14%
PHWM
3111
Pine Harbor Wealth Management
Maryland
$304K +$371 +5 +0.1%
MIG
3112
McGuire Investment Group
Rhode Island
$304K – – –
RFG
3113
REAP Financial Group
Texas
$304K +$35.5K +478 +14%
KWA
3114
Kellett Wealth Advisors
Ohio
$303K +$15.8K +213 +6%
DCA
3115
DB&C Advisors
Michigan
$303K +$292K +3,938 New
PAG
3116
Private Advisory Group
Washington
$303K +$15K +202 +5%
UWP
3117
Uniting Wealth Partners
Kansas
$303K +$445 +6 +0.2%
VFG
3118
V2 Financial group
Illinois
$303K -$44.4K -598 -13%
BGAI
3119
Bruce G. Allen Investments
Colorado
$303K +$14.7K +198 +5%
LA
3120
Latitude Advisors
Florida
$302K -$965 -13 -0.3%
FFWM
3121
Future Financial Wealth Management
Ohio
$302K – – –
MFG
3122
Mosaic Financial Group
Illinois
$301K -$5.49K -74 -2%
RWRC
3123
R.W. Roge & Company
New York
$301K +$34.9K +470 +14%
CPC
3124
Congress Park Capital
New York
$300K – – –
ACP
3125
Argyle Capital Partners
California
$300K -$64.9K -875 -18%
123 124
125
126 127