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Name Holding Trade Value Shares
Change 		Change in
Stake
PE
1176
PCM Encore
Colorado
$412K +$9.47K +123 +2%
LA
1177
Lifeworks Advisors
Michigan
$412K +$442K +5,739 New
OFG
1178
OmniStar Financial Group
North Carolina
$411K -$39.3K -510 -8%
VA
1179
Verdad Advisers
Massachusetts
$409K -$771K -10,005 -64%
AA
1180
Ancora Advisors
Ohio
$408K -$3K -39 -0.7%
SMH
1181
Sanders Morris Harris
Texas
$408K +$437K +5,674 New
EA
1182
Everpar Advisors
Oklahoma
$407K +$40.7K +528 +10%
AF
1183
Amara Financial
California
$404K – – –
MA
1184
MKT Advisors
California
$403K -$308 -4 -0.1%
FFG
1185
Fiduciary Financial Group
California
$403K -$14.1K -183 -3%
IPW
1186
Impact Partnership Wealth
Georgia
$400K +$429K +5,573 New
BSA
1187
Bull Street Advisors
Georgia
$398K – – –
KOC
1188
Koss-Olinger Consulting
Florida
$398K -$21.2K -275 -5%
MM
1189
MQS Management
New York
$397K +$145K +1,885 +52%
B
1190
Birchbrook
Maine
$396K -$11.1K -144 -3%
FTEA
1191
Forty-three Eighteen Advisors
Arkansas
$395K -$193K -2,500 -31%
IF
1192
Intrua Financial
Texas
$394K -$1.46K -19 -0.3%
IWA
1193
Icon Wealth Advisors
Texas
$391K +$32.7K +424 +10%
ACG
1194
Allen Capital Group
Nebraska
$391K +$6.39K +83 +2%
OWA
1195
Octavia Wealth Advisors
Ohio
$390K -$53.2K -691 -11%
MWM
1196
Mission Wealth Management
California
$388K -$2.7K -35 -0.6%
RFP
1197
Root Financial Partners
California
$388K -$16.1K -209 -4%
TWPM
1198
Total Wealth Planning & Management
Florida
$387K +$14.3K +186 +4%
BFG
1199
Beacon Financial Group
Texas
$386K -$14.6K -190 -3%
CA
1200
Carson Advisory
Georgia
$385K +$30.8K +400 +8%
46 47
48
49 50