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Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
2701
Bannerman Wealth Management Group
Texas
$266K +$251K +2,385 New
SFG
2702
Seamount Financial Group
Colorado
$265K – – –
WWC
2703
Waypoint Wealth Counsel
Georgia
$263K -$12.7K -121 -5%
MFA
2704
Morling Financial Advisors
California
$263K +$7.88K +75 +3%
IIM
2705
Ironwood Investment Management
Massachusetts
$262K – – –
CWM
2706
Challenger Wealth Management
California
$262K +$248K +2,357 New
AIM
2707
Advyzon Investment Management
Illinois
$262K +$247K +2,355 New
MCWA
2708
Meadow Creek Wealth Advisors
Georgia
$262K +$2.63K +25 +1%
MC
2709
Miramar Capital
Illinois
$261K -$10.5K -100 -4%
MBFW
2710
Morton Brown Family Wealth
Pennsylvania
$261K +$111K +1,055 +82%
GGI
2711
GPM Growth Investors
Michigan
$261K +$10.1K +96 +4%
EFG
2712
Ethos Financial Group
Pennsylvania
$261K +$245K +2,331 New
EB
2713
Emprise Bank
Kansas
$260K -$11.9K -113 -5%
CWMS
2714
Cannon Wealth Management Services
North Carolina
$260K +$14K +133 +6%
AWMG
2715
Alliance Wealth Management Group
New Jersey
$259K +$315 +3 +0.1%
HOWA
2716
Heritage Oak Wealth Advisors
Florida
$259K +$244K +2,327 New
EW
2717
Element Wealth
Mississippi
$259K – – –
CWA
2718
CJM Wealth Advisers
Virginia
$259K +$8.51K +81 +4%
RPGNY
2719
Retirement Planning Group (New York)
New York
$259K +$244K +2,323 New
CPL
2720
CAP Partners LLC
Tennessee
$258K -$17.9K -170 -7%
AWC
2721
Adamsbrown Wealth Consultants
Kansas
$258K +$12.8K +122 +6%
ACA
2722
Affinity Capital Advisors
California
$257K – – –
CCAM
2723
Cascades Capital Asset Management
North Carolina
$257K -$1.26K -12 -0.5%
AAM
2724
AMI Asset Management
California
$255K – – –
AWM
2725
Austin Wealth Management
Texas
$255K +$6.93K +66 +3%
107 108
109
110 111