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Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
3051
Morling Financial Advisors
California
$227K -$5.64K -39 -2%
RWA
3052
Redhawk Wealth Advisors
Minnesota
$227K -$3.04K -21 -1%
PP
3053
PrairieView Partners
Minnesota
$226K -$12.3K -85 -5%
SA
3054
SWM Advisors
Florida
$226K – – –
VFIC
3055
Valley Forge Investment Consultants
Pennsylvania
$226K +$723 +5 +0.3%
SCA
3056
Southern Capital Advisors
Tennessee
$226K +$2.02K +14 +0.9%
DWP
3057
Destiny Wealth Partners
Florida
$226K +$53.8K +372 +29%
CFO
3058
Collective Family Office
Pennsylvania
$225K -$8.24K -57 -3%
CC
3059
Capital Counsel
New York
$224K -$182K -1,259 -43%
WWM
3060
WJ Wealth Management
Arizona
$224K +$7.23K +50 +3%
WFPG
3061
Waller Financial Planning Group
Ohio
$223K +$35.6K +246 +18%
WCM
3062
Wealthcare Capital Management
Virginia
$222K +$234K +1,622 New
HA
3063
Harfst & Associates
Wyoming
$221K -$2.89K -20 -1%
AIA
3064
AIMZ Investment Advisors
California
$221K – – –
AWM
3065
Aprio Wealth Management
Georgia
$221K +$40.3K +279 +21%
EW
3066
Element Wealth
Mississippi
$220K +$8.53K +59 +4%
EWA
3067
EverSource Wealth Advisors
Alabama
$220K +$49.4K +342 +27%
BLAM
3068
Bourne Lent Asset Management
New York
$219K – – –
SIA
3069
Sage Investment Advisers
New York
$219K +$36.1K +250 +19%
OWM
3070
Opes Wealth Management
California
$218K -$22.4K -155 -9%
DBRC
3071
D.B. Root & Company
Pennsylvania
$218K +$3.47K +24 +2%
ES
3072
Eagle Strategies
New York
$218K +$230K +1,590 New
CAM
3073
Concorde Asset Management
Michigan
$217K +$229K +1,583 New
CCM
3074
Cohen Capital Management
California
$215K +$227K +1,570 New
HR
3075
Howe & Rusling
New York
$214K -$48.9K -338 -18%
121 122
123
124 125