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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2801
Silvant Capital Management
Georgia
$390K – – –
EL
2802
Essex LLC
Illinois
$390K -$119K -789 -23%
IPAM
2803
Investment Partners Asset Management
New Jersey
$390K +$395K +2,611 New
LRWA
2804
Long Run Wealth Advisors
New York
$389K +$395K +2,611 New
GC
2805
GFG Capital
Florida
$388K +$198K +1,308 +101%
MIA
2806
MMBG Investment Advisors
Florida
$388K – – –
ZIMP
2807
Zimmermann Investment Management & Planning
Pennsylvania
$387K +$26.2K +173 +7%
FFG
2808
Fortem Financial Group
California
$387K +$115K +758 +41%
NPFS
2809
Novak & Powell Financial Services
Florida
$387K +$392K +2,595 New
LAS
2810
LWM Advisory Services
Florida
$386K +$4.08K +27 +1%
MWA
2811
MN Wealth Advisors
Kansas
$386K +$391K +2,585 New
NG
2812
NWK Group
California
$386K – – –
OW
2813
Olistico Wealth
Oklahoma
$385K -$10.3K -68 -3%
LA
2814
LM Advisors
California
$385K +$390K +2,580 New
SFC
2815
SYM Financial Corp
Indiana
$384K -$8.02K -53 -2%
HWM
2816
Horizon Wealth Management
Illinois
$383K +$1.51K +10 +0.4%
NECFA
2817
New England Capital Financial Advisors
Connecticut
$383K +$1.97K +13 +0.5%
C
2818
Covestor
United Kingdom
$382K -$162K -1,070 -29%
TFF
2819
The Family Firm
Maryland
$381K +$3.33K +22 +0.9%
AWMG
2820
Alliance Wealth Management Group
New Jersey
$381K +$387K +2,556 New
LFGO
2821
Legacy Financial Group (Oklahoma)
Oklahoma
$381K -$110K -725 -22%
GFG
2822
Goldstone Financial Group
Illinois
$380K +$34K +225 +10%
O3W
2823
Omni 360 Wealth
New Jersey
$379K +$385K +2,543 New
BF
2824
Brogan Financial
Tennessee
$378K +$3.93K +26 +1%
AWM
2825
AAF Wealth Management
Massachusetts
$377K -$1.06K -7 -0.3%
111 112
113
114 115