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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3376
Sather Financial Group
Texas
$234K +$236K +3,020 New
HFS
3377
Hughes Financial Services
Virginia
$234K +$25.8K +330 +12%
CPG
3378
Cornerstone Planning Group
New Jersey
$234K +$24.6K +314 +14%
LRIA
3379
Leonard Rickey Investment Advisors
Washington
$234K +$15.3K +195 +7%
BFS
3380
Beacon Financial Strategies
North Carolina
$233K -$157 -2 -0.1%
OW
3381
Olistico Wealth
Oklahoma
$233K – – –
PHAM
3382
Palisades Hudson Asset Management
Florida
$232K – – –
CWM
3383
Cherrydale Wealth Management
New Jersey
$232K -$50.5K -645 -18%
BWM
3384
BCS Wealth Management
Tennessee
$232K -$269K -3,437 -54%
ZWA
3385
Zinnia Wealth Advisory
Florida
$232K +$234K +2,985 New
LWA
3386
Legacy Wealth Advisors
Florida
$232K +$11.5K +147 +5%
MIM
3387
Moseley Investment Management
Florida
$231K +$78 +1 +0%
MTIM
3388
Marathon Trading Investment Management
Pennsylvania
$230K +$232K +2,966 New
JWM
3389
JPL Wealth Management
Colorado
$230K +$16.5K +211 +8%
CWM
3390
Castle Wealth Management
Florida
$230K -$5.48K -70 -2%
WAU
3391
Wellington-Altus USA
Manitoba, Canada
$229K +$8.53K +109 +6%
WIA
3392
Westbourne Investment Advisors
Maryland
$229K – – –
CMI
3393
Clare Market Investments
Texas
$229K +$231K +2,947 New
BSI
3394
Bennett Selby Investments
Maine
$229K -$1.17K -15 -0.5%
YWM
3395
Yukon Wealth Management
Kansas
$228K – – –
LWM
3396
LJI Wealth Management
Indiana
$228K -$2.5K -32 -1%
NLWP
3397
Next Level Wealth Planning
Idaho
$228K +$24.5K +313 +12%
LWPC
3398
Legacy Wealth Partners (Colorado)
Colorado
$228K -$28.4K -363 -11%
IFPG
3399
Intrepid Financial Planning Group
Indiana
$228K – – –
KWM
3400
KFG Wealth Management
Indiana
$228K -$27.9K -356 -11%
134 135
136
137 138