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Name Holding Trade Value Shares
Change 		Change in
Stake
WWG
2626
West Wealth Group
California
$364K -$28.5K -91 -9%
KW
2627
Keyvantage Wealth
Pennsylvania
$364K +$28.2K +90 +10%
NWAG
2628
Net Worth Advisory Group
Utah
$363K -$20.7K -66 -6%
MFG
2629
Mann Financial Group
Minnesota
$362K -$75.1K -240 -20%
MAM
2630
Mainsail Asset Management
Alabama
$362K +$80.5K +257 +33%
NFA
2631
Northwest Financial Advisors
Virginia
$362K +$3.13K +10 +1%
LWM
2632
Level Wealth Management
North Carolina
$361K – – –
FWP
2633
Falcon Wealth Planning
California
$361K -$92K -294 -23%
HAM
2634
Harmony Asset Management
Arizona
$361K – – –
BRM
2635
Boston Research & Management
Massachusetts
$361K – – –
SAM
2636
Summit Asset Management
Tennessee
$361K -$4.7K -15 -2%
GSWM
2637
Greenup Street Wealth Management
Michigan
$360K +$16K +51 +6%
CA
2638
Commerce Advisors
Tennessee
$360K +$11K +35 +4%
HFS
2639
Hughes Financial Services
Virginia
$360K -$44.1K -141 -13%
CWMGO
2640
Capstone Wealth Management Group (Oregon)
Oregon
$359K -$25K -80 -8%
HFRG
2641
Houlihan Financial Resource Group
Virginia
$359K -$1.25K -4 -0.4%
BFPW
2642
BOK Financial Private Wealth
Colorado
$359K +$9.39K +30 +3%
OCG
2643
Opus Capital Group
Ohio
$357K – – –
BFS
2644
Burr Financial Services
California
$357K +$32.9K +105 +12%
FBB
2645
Fulton Breakefield Broenniman
Maryland
$357K +$11.9K +38 +4%
OFW
2646
Omnia Family Wealth
Florida
$356K -$16.9K -54 -5%
PAMG
2647
Patton Albertson Miller Group
Tennessee
$356K – – –
EIM
2648
Essex Investment Management
Massachusetts
$355K -$26.3K -84 -8%
AP
2649
Atwood & Palmer
Missouri
$355K -$1.56K -5 -0.5%
4WM
2650
49 Wealth Management
Texas
$355K +$297K +949 New
104 105
106
107 108