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Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2851
Stone Summit Wealth
Florida
$327K -$14K -80 -4%
MECA
2852
Miller Equity Capital Advisors
Texas
$327K – – –
BWA
2853
Burt Wealth Advisors
Maryland
$325K – – –
PA
2854
Planning Alternatives
Michigan
$325K – – –
WAOI
2855
Wealth Advisors of Iowa
Iowa
$324K -$18K -103 -5%
TWM
2856
Triton Wealth Management
Arizona
$324K +$349 +2 +0.1%
EC
2857
EdgeRock Capital
Colorado
$324K +$144K +824 +84%
HA
2858
Hofer & Associates
California
$324K -$8.72K -50 -3%
DWA
2859
Delap Wealth Advisory
Oregon
$324K +$315K +1,804 New
GWAG
2860
Garrett Wealth Advisory Group
Texas
$323K +$13.6K +78 +5%
VFP
2861
Verus Financial Partners
Virginia
$323K -$53.4K -306 -14%
HCMG
2862
Howard Capital Management Group
California
$322K +$9.95K +57 +3%
KW
2863
KWB Wealth
California
$322K -$147K -840 -32%
SP
2864
Saranac Partners
$320K +$311K +1,785 New
AA
2865
Aufman Associates
Pennsylvania
$320K -$32.3K -185 -9%
TWP
2866
Transparent Wealth Partners
Arkansas
$320K +$2.62K +15 +0.8%
IWP
2867
Insight Wealth Partners
Texas
$319K – – –
CIC
2868
Cornercap Investment Counsel
Georgia
$319K – – –
DGI
2869
Disciplined Growth Investors
Minnesota
$319K – – –
AWA
2870
Acorn Wealth Advisors
Michigan
$317K +$6.98K +40 +2%
CWM
2871
Centurion Wealth Management
Virginia
$316K +$307K +1,761 New
AIA
2872
AIMZ Investment Advisors
California
$316K -$9.25K -53 -3%
IRC
2873
Investors Research Corp
Georgia
$316K +$3.84K +22 +1%
AFGAS
2874
Allegiance Financial Group Advisory Services
Virginia
$314K +$305K +1,749 New
LFG
2875
Lockerman Financial Group
California
$313K +$305K +1,745 New
113 114
115
116 117