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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3051
Socha Financial Group
New York
$236K +$229K +1,313 New
OW
3052
Olistico Wealth
Oklahoma
$236K +$229K +1,312 New
ORC
3053
O'Rourke & Company
Massachusetts
$235K +$229K +1,312 New
RF
3054
Resolute Financial
Massachusetts
$235K +$228K +1,308 New
CMP
3055
Courage Miller Partners
Virginia
$233K +$227K +1,299 New
HWMT
3056
Heritage Wealth Management (Texas)
Texas
$233K +$226K +1,297 New
AMM
3057
American Money Management
California
$232K +$226K +1,294 New
FNWM
3058
Financial Network Wealth Management
Utah
$232K +$225K +1,292 New
RRC
3059
Relaxing Retirement Coach
Massachusetts
$232K +$225K +1,292 New
CA
3060
Cumberland Advisors
Florida
$232K +$225K +1,290 New
EA
3061
Echo45 Advisors
California
$231K +$225K +1,287 New
RWRC
3062
R.W. Roge & Company
New York
$231K – – –
ME
3063
McIlrath & Eck
Washington
$231K -$13.1K -75 -6%
TF
3064
TimeScale Financial
Massachusetts
$230K +$175 +1 +0.1%
GC
3065
Garde Capital
Washington
$230K +$37.2K +213 +20%
MIS
3066
Morningstar Investment Services
Illinois
$230K +$232K +1,331 New
PFA
3067
Petra Financial Advisors
Colorado
$230K +$223K +1,279 New
CCM
3068
Chiron Capital Management
Florida
$229K +$223K +1,278 New
CIM
3069
Corbyn Investment Management
Maryland
$229K +$223K +1,278 New
FEG
3070
Financial Enhancement Group
Indiana
$228K – – –
CFG
3071
CKW Financial Group
Hawaii
$228K +$349 +2 +0.2%
DA
3072
Detalus Advisors
Missouri
$228K +$221K +1,268 New
HAG
3073
HF Advisory Group
Maryland
$226K +$220K +1,261 New
AWM
3074
Arista Wealth Management
Nevada
$226K +$220K +1,260 New
FWP
3075
Firethorn Wealth Partners
Georgia
$226K -$30.2K -173 -12%
121 122
123
124 125