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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
476
Formidable Asset Management
Ohio
$457K -$124K -1,552 -23%
PJWM
477
Philip James Wealth Mangement
Georgia
$454K -$73.9K -925 -15%
IAA
478
Independent Advisor Alliance
North Carolina
$453K +$46.1K +577 +13%
OWP
479
Obermeyer Wealth Partners
Colorado
$450K – – –
AWA
480
Aaron Wealth Advisors
Illinois
$444K +$48.4K +606 +14%
NAAA
481
New Age Alpha Advisors
New York
$442K +$392K +4,914 New
CAG
482
Csenge Advisory Group
Florida
$441K +$109K +1,360 +38%
MFAM
483
Motley Fool Asset Management
Virginia
$439K +$58.5K +733 +18%
RI
484
Ridgewood Investments
New Jersey
$438K -$121K -1,512 -24%
ALAM
485
Asahi Life Asset Management
Japan
$434K -$85.4K -1,070 -18%
AIM
486
Aigen Investment Management
New York
$432K +$384K +4,804 New
JSW
487
Journey Strategic Wealth
New Jersey
$432K +$71K +889 +23%
TC
488
TownSquare Capital
Utah
$421K -$33.8K -423 -8%
DG
489
DMC Group
Alabama
$420K +$8.7K +109 +2%
AM
490
AGF Management
Ontario, Canada
$418K +$371K +4,647 New
ACM
491
Aster Capital Management
United Arab Emirates
$417K +$371K +4,641 New
PP
492
Pingora Partners
Wyoming
$414K – – –
IPW
493
Impact Partnership Wealth
Georgia
$413K +$17.8K +223 +5%
FHA
494
Flagship Harbor Advisors
Massachusetts
$413K -$6.39K -80 -2%
SOW
495
State of Wyoming
Wyoming
$411K +$234K +2,927 +179%
IAIM
496
International Assets Investment Management
Florida
$408K -$204K -2,552 -36%
GAM
497
Griffin Asset Management
New York
$400K – – –
SCM
498
Silvant Capital Management
Georgia
$391K -$1.04K -13 -0.3%
MG
499
Marex Group
$382K -$239K -2,991 -41%
SFG
500
Synergy Financial Group
California
$381K +$11.2K +140 +3%
18 19
20
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