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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
3501
Baldwin Wealth Partners
Massachusetts
$315K -$37.5K -359 -12%
TFA
3502
Teamwork Financial Advisors
Texas
$315K +$281K +2,683 New
WC
3503
Wexford Capital
Florida
$314K -$43.1K -412 -13%
RPCONE
3504
Retirement Planning Company of New England
Rhode Island
$314K -$457K -4,374 -62%
IA
3505
Inspire Advisors
Idaho
$314K -$49.6K -474 -15%
M1FG
3506
Mach-1 Financial Group
Arkansas
$314K -$1.35M -12,952 -83%
EWM
3507
Elevatus Welath Management
New York
$313K +$279K +2,669 New
PFG
3508
Prospect Financial Group
Virginia
$313K +$2.51K +24 +0.9%
IF
3509
Ironwood Financial
Arizona
$313K +$275K +2,626 New
MSG
3510
Main Street Group
Virginia
$313K -$9.94K -95 -3%
SFS
3511
Summit Financial Strategies
Ohio
$312K – – –
CAAM
3512
Cornerstone Advisors Asset Management
Pennsylvania
$311K -$95.3K -911 -26%
CPC
3513
Congress Park Capital
New York
$311K -$52.3K -500 -16%
WMA
3514
William Mack & Associates
Michigan
$311K -$7.74K -74 -3%
TA
3515
Townsend & Associates
Colorado
$311K – – –
FFA
3516
Fi3 Financial Advisors
Indiana
$310K -$601K -5,748 -90%
FPN
3517
Financial Planning Navigators
Minnesota
$310K +$276K +2,639 New
CCA
3518
Conservest Capital Advisors
Pennsylvania
$310K +$276K +2,635 New
KWA
3519
Kondo Wealth Advisors
California
$309K +$5.54K +53 +2%
SHA
3520
Seneca House Advisors
Virginia
$309K +$275K +2,629 New
SFP
3521
Sterling Financial Planning
New Jersey
$308K -$8.37K -80 -3%
1W
3522
1776 Wealth
Georgia
$308K – – –
HOWA
3523
Heritage Oak Wealth Advisors
Florida
$308K -$11K -105 -4%
MWP
3524
Meriwether Wealth & Planning
Louisiana
$307K -$4.39K -42 -2%
BPFA
3525
Barnes Pettey Financial Advisors
Mississippi
$307K -$941 -9 -0.3%
139 140
141
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