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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2676
Pursue Wealth Partners
California
$546K – – –
ZF
2677
Zhang Financial
Michigan
$545K +$2.26K +15 +0.4%
SAMT
2678
Select Asset Management & Trust
Pennsylvania
$544K +$4.53K +30 +0.9%
EA
2679
Eclectic Associates
California
$543K -$121K -803 -19%
WWMSC
2680
Wagner Wealth Management (South Carolina)
South Carolina
$541K +$2.41K +16 +0.5%
HAG
2681
HF Advisory Group
Maryland
$541K +$83.6K +554 +19%
S
2682
Sunpointe
Missouri
$540K +$47.5K +315 +10%
EWM
2683
Elmwood Wealth Management
California
$537K +$38.6K +256 +8%
SAW
2684
Signal Advisors Wealth
Michigan
$536K +$210K +1,390 +69%
B
2685
Birchbrook
Maine
$535K +$1.51K +10 +0.3%
RFA
2686
ROI Financial Advisors
Oregon
$535K -$90.2K -598 -15%
VPP
2687
Vertex Planning Partners
Illinois
$534K -$39.1K -259 -7%
RPA
2688
Rock Point Advisors
Vermont
$534K -$7.7K -51 -1%
RB
2689
Renasant Bank
Mississippi
$532K +$3.47K +23 +0.7%
HFS
2690
Heritage Financial Services
Massachusetts
$532K +$18.7K +124 +4%
BGAI
2691
Bruce G. Allen Investments
Colorado
$531K +$35.9K +238 +8%
OWA
2692
One Wealth Advisors
California
$530K +$14K +93 +3%
RDFA
2693
Ritter Daniher Financial Advisory
Ohio
$530K -$98.1K -650 -16%
FFG
2694
Fortem Financial Group
California
$529K +$115K +761 +29%
AGA
2695
Arkos Global Advisors
Texas
$527K +$171K +1,135 +51%
GC
2696
Gibson Capital
Pennsylvania
$524K – – –
WS
2697
Wela Strategies
Georgia
$524K +$13K +86 +3%
HFS
2698
Howard Financial Services
Texas
$523K +$151 +1 +0%
EG
2699
Ellerson Group
Maryland
$522K – – –
LCM
2700
Lazari Capital Management
California
$521K +$33.7K +223 +7%
106 107
108
109 110