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Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
3051
Sonata Capital Group
Washington
$283K -$8.63K -58 -3%
CFS
3052
CGC Financial Services
Oregon
$282K +$298 +2 +0.1%
BTWM
3053
Brass Tax Wealth Management
Ohio
$282K +$62.1K +417 +28%
OWA
3054
Opal Wealth Advisors
New York
$281K -$48.1K -323 -14%
RB
3055
Renasant Bank
Mississippi
$281K +$47.6K +320 +20%
SFG
3056
Sunburst Financial Group
Alabama
$281K +$1.94K +13 +0.7%
KW
3057
KWB Wealth
California
$280K – – –
GWM
3058
GDS Wealth Management
Texas
$280K -$89.8K -603 -24%
NEWAS
3059
N.E.W. Advisory Services
Wisconsin
$280K +$70.1K +471 +33%
FP
3060
Fiduciary Planning
Florida
$280K +$2.83K +19 +1%
TF
3061
Theory Financial
Colorado
$279K – – –
TFP
3062
Tilia Fiduciary Partners
North Carolina
$279K +$19.9K +134 +8%
MPM
3063
MBB Public Markets
Illinois
$278K -$18.3M -122,930 -98%
PEA
3064
Park Edge Advisors
Ohio
$278K – – –
WCM
3065
WealthBridge Capital Management
Ohio
$277K -$11K -74 -4%
FPTW
3066
Franklin, Parlapiano, Turner & Welch
Texas
$277K – – –
JCM
3067
Jacobsen Capital Management
Utah
$277K -$24K -161 -8%
YWS
3068
Yarger Wealth Strategies
Ohio
$276K +$4.17K +28 +2%
MWA
3069
Martel Wealth Advisors
Washington
$276K – – –
KIG
3070
Kennedy Investment Group
New Jersey
$275K +$1.49K +10 +0.5%
OIC
3071
Orion Investment Company
Missouri
$275K – – –
TB
3072
Terril Brothers
Missouri
$274K -$27.1K -182 -9%
FWM
3073
Focused Wealth Management
New York
$273K +$2.08K +14 +0.8%
VAMG
3074
Voisard Asset Management Group
Michigan
$272K +$29.2K +196 +12%
AWM
3075
AAF Wealth Management
Massachusetts
$272K -$68.2K -458 -20%
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