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Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
2976
Summit Wealth Group (Colorado)
Colorado
$452K -$631K -4,140 -58%
SC
2977
Schubert & Co
Texas
$451K -$37.9K -249 -8%
EFG
2978
Ethos Financial Group
Pennsylvania
$451K -$103K -676 -19%
ACA
2979
Affinity Capital Advisors
California
$451K +$9.9K +65 +2%
FSA
2980
Financial Security Advisor
Virginia
$449K +$23.5K +154 +6%
CH
2981
Canton Hathaway
Rhode Island
$448K -$1.83K -12 -0.4%
FB
2982
First Bancorp
Maine
$447K +$11.4K +75 +3%
OWA
2983
One Wealth Advisors
California
$447K -$63.4K -416 -12%
AWS
2984
Arkfeld Wealth Strategies
Nebraska
$447K +$1.98K +13 +0.5%
YIM
2985
Yoffe Investment Management
Pennsylvania
$446K -$7.01K -46 -2%
LBC
2986
Leigh Baldwin & Co
New York
$446K -$6.24K -41 -1%
WFP
2987
Worthington Financial Partners
Ohio
$446K +$445K +2,924 New
CIM
2988
Capital Investment Management
Missouri
$445K +$444K +2,917 New
MWA
2989
MN Wealth Advisors
Kansas
$445K -$6.4K -42 -1%
IW
2990
Instrumental Wealth
Florida
$443K -$23.5K -154 -6%
SIA
2991
SkyView Investment Advisors
New Jersey
$443K – – –
TA
2992
Tectonic Advisors
Texas
$443K +$762 +5 +0.2%
AAMC
2993
Asset Allocation & Management Company
Illinois
$442K – – –
SRC
2994
Sage Rhino Capital
California
$442K -$3.65K -24 -0.8%
NWMG
2995
Nicholson Wealth Management Group
South Carolina
$441K – – –
9C
2996
9823 Capital
Texas
$441K +$441K +2,895 New
CWA
2997
CJM Wealth Advisers
Virginia
$440K +$2.29K +15 +0.5%
DA
2998
Drake & Associates
Wisconsin
$440K -$71K -466 -14%
AWA
2999
AGH Wealth Advisors
Kansas
$440K -$80.4K -528 -15%
HA
3000
Huntleigh Advisors
Missouri
$440K -$2.15M -14,135 -83%
118 119
120
121 122