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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
3476
CLG LLC
California
$316K +$282K +2,693 New
BAWC
3477
Boyce & Associates Wealth Consulting
Texas
$316K +$105 +1 +0%
HNH
3478
Hopwood Nicholas Hunter
$316K +$4.6K +44 +2%
GAA
3479
Guardian Asset Advisors
Pennsylvania
$316K -$7.11K -68 -2%
JMBA
3480
J. M. Brown & Associates
Oklahoma
$316K +$281K +2,686 New
BWP
3481
Baldwin Wealth Partners
Massachusetts
$315K -$37.5K -359 -12%
TFA
3482
Teamwork Financial Advisors
Texas
$315K +$281K +2,683 New
WC
3483
Wexford Capital
Florida
$314K -$43.1K -412 -13%
RPCONE
3484
Retirement Planning Company of New England
Rhode Island
$314K -$457K -4,374 -62%
IA
3485
Inspire Advisors
Idaho
$314K -$49.6K -474 -15%
M1FG
3486
Mach-1 Financial Group
Arkansas
$314K -$1.35M -12,952 -83%
EWM
3487
Elevatus Welath Management
New York
$313K +$279K +2,669 New
PFG
3488
Prospect Financial Group
Virginia
$313K +$2.51K +24 +0.9%
IF
3489
Ironwood Financial
Arizona
$313K +$275K +2,626 New
MSG
3490
Main Street Group
Virginia
$313K -$9.94K -95 -3%
SFS
3491
Summit Financial Strategies
Ohio
$312K – – –
CAAM
3492
Cornerstone Advisors Asset Management
Pennsylvania
$311K -$95.3K -911 -26%
CPC
3493
Congress Park Capital
New York
$311K -$52.3K -500 -16%
WMA
3494
William Mack & Associates
Michigan
$311K -$7.74K -74 -3%
TA
3495
Townsend & Associates
Colorado
$311K – – –
FFA
3496
Fi3 Financial Advisors
Indiana
$310K -$601K -5,748 -90%
FPN
3497
Financial Planning Navigators
Minnesota
$310K +$276K +2,639 New
CCA
3498
Conservest Capital Advisors
Pennsylvania
$310K +$276K +2,635 New
KWA
3499
Kondo Wealth Advisors
California
$309K +$5.54K +53 +2%
SHA
3500
Seneca House Advisors
Virginia
$309K +$275K +2,629 New
138 139
140
141 142