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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
3751
M3 Advisory Group
Massachusetts
$293K +$259K +1,418 New
OWA
3752
OakTrust Wealth Advisors
Connecticut
$293K +$258K +1,416 New
MCM
3753
M1 Capital Management
Michigan
$292K -$5.11K -28 -2%
IPA
3754
Investment Planning Advisors
Georgia
$292K +$257K +1,412 New
XSC
3755
X-Square Capital
Puerto Rico
$292K +$257K +1,409 New
SIAM
3756
Sterling Investment Advisors (Missouri)
Missouri
$292K – – –
WAOI
3757
Wealth Advisors of Iowa
Iowa
$291K +$4.01K +22 +2%
SWRP
3758
Summit Wealth & Retirement Planning
California
$291K +$256K +1,406 New
SIC
3759
Sage Investment Counsel
Tennessee
$291K – – –
LP
3760
LB Partners
Virginia
$290K +$255K +1,400 New
WH
3761
Whitcomb & Hess
Ohio
$289K +$2.01K +11 +0.8%
AFAS
3762
Acorn Financial Advisory Services
Virginia
$289K -$729 -4 -0.3%
HHRDM
3763
H&H Retirement Design & Management
Nevada
$289K -$11.3K -62 -4%
AWM
3764
Affinity Wealth Management
Delaware
$288K +$254K +1,393 New
BWA
3765
Bestgate Wealth Advisors
Maryland
$288K -$3.28K -18 -1%
MQWP
3766
Morey & Quinn Wealth Partners
Nebraska
$287K +$6.75K +37 +3%
RWI
3767
Red Wave Investments
Pennsylvania
$287K – – –
AWM
3768
Ariadne Wealth Management
California
$286K +$547 +3 +0.2%
TCMP
3769
Thrive Capital Management (Pennsylvania)
Pennsylvania
$286K +$6.93K +38 +3%
TCM
3770
TABR Capital Management
California
$286K +$2.37K +13 +0.9%
OWM
3771
Opes Wealth Management
California
$286K +$5.29K +29 +2%
OFG
3772
OmniStar Financial Group
North Carolina
$286K +$252K +1,380 New
EPM
3773
Elm Partners Management
Pennsylvania
$285K +$247K +1,354 New
CPWL
3774
Coquina Private Wealth LLC
Florida
$285K -$3.1K -17 -1%
PM
3775
Penbrook Management
New York
$285K – – –
149 150
151
152 153