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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
3101
Gratus Wealth Advisors
Virginia
$309K – – –
MGAM
3102
McGowan Group Asset Management
Texas
$309K +$4.08K +55 +1%
MWM
3103
MinichMacGregor Wealth Management
New York
$308K +$1.26K +17 +0.4%
AAA
3104
AG Asset Advisory
California
$308K – – –
ERWM
3105
Elk River Wealth Management
Colorado
$308K – – –
SFWC
3106
Strategic Family Wealth Counselors
New Jersey
$308K -$3.86K -52 -1%
FA
3107
Fermata Advisors
California
$307K +$14.6K +197 +5%
WFAG
3108
Worth Financial Advisory Group
North Carolina
$307K -$14.4K -194 -5%
BCA
3109
Bay Capital Advisors
Virginia
$307K – – –
FPW
3110
Fairvoy Private Wealth
Alabama
$306K -$5.12K -69 -2%
HP
3111
HT Partners
Connecticut
$306K – – –
PA
3112
Planning Alternatives
Michigan
$305K -$75.6K -1,019 -20%
PPA
3113
Painted Porch Advisors
California
$305K -$43.8K -590 -13%
NPFS
3114
Novak & Powell Financial Services
Florida
$305K -$20.9K -281 -7%
THL
3115
Tillman Hartley LLC
Colorado
$304K +$36.2K +488 +14%
PHWM
3116
Pine Harbor Wealth Management
Maryland
$304K +$371 +5 +0.1%
MIG
3117
McGuire Investment Group
Rhode Island
$304K – – –
RFG
3118
REAP Financial Group
Texas
$304K +$35.5K +478 +14%
KWA
3119
Kellett Wealth Advisors
Ohio
$303K +$15.8K +213 +6%
DCA
3120
DB&C Advisors
Michigan
$303K +$292K +3,938 New
PAG
3121
Private Advisory Group
Washington
$303K +$15K +202 +5%
UWP
3122
Uniting Wealth Partners
Kansas
$303K +$445 +6 +0.2%
VFG
3123
V2 Financial group
Illinois
$303K -$44.4K -598 -13%
BGAI
3124
Bruce G. Allen Investments
Colorado
$303K +$14.7K +198 +5%
LA
3125
Latitude Advisors
Florida
$302K -$965 -13 -0.3%