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Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3251
Boomfish Wealth Group
Georgia
$298K – – –
MPCA
3252
Madison Park Capital Advisors
Washington
$298K +$3.72K +24 +1%
YCG
3253
Yeomans Consulting Group
Georgia
$297K +$7.74K +50 +3%
SPI
3254
Sutton Place Investors
New York
$297K +$47.5K +307 +19%
LC
3255
Lavaca Capital
Texas
$296K +$15.8K +102 +6%
MGWM
3256
Marks Group Wealth Management
Minnesota
$296K +$4.65K +30 +2%
WAC
3257
William Allan Corp
Colorado
$295K +$295K +1,902 New
WWM
3258
Wolff Wiese Magana
California
$295K -$4.65K -30 -2%
FFIC
3259
First Fiduciary Investment Counsel
Ohio
$295K – – –
SCA
3260
Southern Capital Advisors
Tennessee
$295K +$1.24K +8 +0.4%
CFS
3261
CGC Financial Services
Oregon
$295K -$4.8K -31 -2%
TFA
3262
Tobias Financial Advisors
Florida
$295K +$294K +1,897 New
AWM
3263
Austin Wealth Management
Texas
$294K +$3.72K +24 +1%
BCA
3264
Bay Capital Advisors
Virginia
$294K +$7.59K +49 +3%
BLFG
3265
Brian Low Financial Group
Louisiana
$293K -$135K -873 -32%
EMAM
3266
Encompass More Asset Management
California
$293K -$1.7K -11 -0.6%
SCA
3267
Sulzberger Capital Advisors
Florida
$293K -$27.9K -180 -9%
SGK
3268
Steigerwald Gordon & Koch
Virginia
$293K -$3.72K -24 -1%
PCM
3269
Payne Capital Management
New York
$292K -$37.3K -241 -11%
RWM
3270
Rialto Wealth Management
New York
$292K +$35.6K +230 +14%
FP
3271
Fiduciary Planning
Florida
$292K – – –
BCM
3272
Boreal Capital Management
Florida
$291K +$107K +689 +58%
QP
3273
Quartz Partners
New York
$291K +$61K +394 +27%
WWG
3274
West Wealth Group
California
$291K +$48.9K +316 +20%
RH
3275
RFG Holdings
Texas
$291K +$290K +1,873 New
129 130
131
132 133