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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
2226
Abacus Planning Group
South Carolina
$831K -$13.2K -89 -2%
LIA
2227
LBMC Investment Advisors
Tennessee
$831K +$2.23K +15 +0.3%
OWA
2228
Octavia Wealth Advisors
Ohio
$830K +$62.7K +421 +8%
SFA
2229
Semmax Financial Advisors
North Carolina
$830K +$19.9K +134 +3%
HFM
2230
Hartford Funds Management
Pennsylvania
$830K -$104K -702 -11%
MCWA
2231
Meadow Creek Wealth Advisors
Georgia
$829K +$63.1K +424 +8%
GAA
2232
Guardian Asset Advisors
Pennsylvania
$828K +$282K +1,893 +51%
IWM
2233
Integris Wealth Management
California
$827K +$13.4K +90 +2%
RGF
2234
Retirement Guys Formula
Ohio
$827K +$87.8K +590 +12%
SL
2235
Sentry LLC
Tennessee
$825K -$203K -1,362 -20%
SC
2236
Steph & Co
Wisconsin
$824K +$7.89K +53 +1%
WAS
2237
Winch Advisory Services
Wisconsin
$823K +$50.2K +337 +6%
FH
2238
FWG Holdings
Florida
$823K -$61.5K -413 -7%
PIA
2239
Pinion Investment Advisors
Kansas
$822K +$58.9K +396 +8%
PF
2240
Penney Financial
Texas
$821K +$2.68K +18 +0.3%
MIM
2241
Merrion Investment Management
New Jersey
$820K – – –
CAM
2242
Cozad Asset Management
Illinois
$819K -$129K -864 -13%
BCM
2243
BTC Capital Management
Iowa
$817K -$9.33M -62,689 -92%
SPA
2244
Shore Point Advisors
New Jersey
$817K -$40.9K -275 -5%
MCM
2245
Mattern Capital Management
Colorado
$815K +$104K +697 +14%
CFG
2246
Copley Financial Group
California
$814K +$823K +5,527 New
VBFG
2247
Vishria Bird Financial Group
Tennessee
$813K -$18.2K -122 -2%
DAM
2248
Diamant Asset Management
Connecticut
$811K +$47.6K +320 +6%
SWA
2249
Sax Wealth Advisors
New Jersey
$810K -$540K -3,628 -40%
RCG
2250
Regatta Capital Group
California
$810K +$73.4K +493 +10%
88 89
90
91 92