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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1901
FWG Investments
Kentucky
$210K +$4.51K +59 +2%
LFA
1902
Laraway Financial Advisors
Minnesota
$209K – – –
BFWA
1903
Benchmark Financial Wealth Advisors
Florida
$209K +$200K +2,624 New
ST
1904
Sabal Trust
Florida
$209K -$46K -602 -19%
BWA
1905
Bordeaux Wealth Advisors
California
$208K +$199K +2,610 New
CHA
1906
Carmichael Hill & Associates
Maryland
$208K – – –
BONST
1907
Bank of Nova Scotia Trust
Ontario, Canada
$208K +$199K +2,602 New
CWG
1908
Cornerstone Wealth Group
North Carolina
$207K +$198K +2,598 New
KCPG
1909
Kavar Capital Partners Group
Kansas
$207K +$198K +2,598 New
EWM
1910
Evermay Wealth Management
Virginia
$207K -$56.1K -735 -22%
OWM
1911
OneAscent Wealth Management
Alabama
$206K -$764 -10 -0.4%
1WM
1912
1858 Wealth Management
Ohio
$206K – – –
SAM
1913
SignalPoint Asset Management
Missouri
$205K +$76 +1 +0%
DIP
1914
DT Investment Partners
Pennsylvania
$205K – – –
CA
1915
Calton & Associates
Florida
$205K -$139K -1,821 -41%
GFS
1916
GYL Financial Synergies
Connecticut
$204K -$36.4K -476 -16%
SWA
1917
SOA Wealth Advisors
New York
$204K -$22.8K -298 -10%
HNWAG
1918
High Net Worth Advisory Group
Florida
$203K +$195K +2,550 New
HCM
1919
Hengehold Capital Management
Ohio
$203K -$6.04K -79 -3%
IA
1920
IFG Advisors
Missouri
$203K +$229 +3 +0.1%
OTL
1921
Oak Thistle LLC
New York
$203K +$194K +2,540 New
JFGIW
1922
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$203K -$340K -4,455 -64%
TFF
1923
The Family Firm
Maryland
$202K +$194K +2,536 New
KCM
1924
KRS Capital Management
Michigan
$202K -$33.2K -434 -15%
LCM
1925
LVM Capital Management
Michigan
$201K -$17.2K -225 -8%
75 76
77
78 79