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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2651
Ballast Inc
Kentucky
$273K +$17.8K +59 +7%
SWA
2652
SOA Wealth Advisors
New York
$273K -$8.13K -27 -3%
NWM
2653
Nolet Wealth Management
Texas
$272K +$266K +884 New
PFWA
2654
Paces Ferry Wealth Advisors
Georgia
$272K +$60.2K +200 +29%
MWM
2655
Maridea Wealth Management
New York
$272K +$34.6K +115 +15%
CWAF
2656
Core Wealth Advisors (Florida)
Florida
$272K +$18.1K +60 +7%
DI
2657
Disciplined Investors
Texas
$271K – – –
FLP
2658
Financial Life Planners
Arizona
$271K +$34.9K +116 +15%
PWG
2659
Private Wealth Group
Florida
$270K +$11.1K +37 +4%
CIP
2660
Convergence Investment Partners
Florida
$270K -$6.32K -21 -2%
EA
2661
Ergawealth Advisors
Illinois
$270K – – –
RCM
2662
Rockbridge Capital Management
Virginia
$270K – – –
PS
2663
Pinney & Scofield
Massachusetts
$269K +$301 +1 +0.1%
UWM
2664
Urban Wealth Management
California
$269K +$263K +872 New
JHCP
2665
Jackson Hole Capital Partners
Oklahoma
$268K +$24.4K +81 +10%
LIA
2666
Lynx Investment Advisory
District of Columbia
$268K +$602 +2 +0.2%
B
2667
Birchbrook
Maine
$267K – – –
IAG
2668
Investment Advisory Group
Massachusetts
$267K – – –
MCA
2669
McGuire Capital Advisors
Oklahoma
$267K +$261K +868 New
MCM
2670
MontVue Capital Management
Virginia
$267K – – –
TA
2671
TruWealth Advisors
Louisiana
$267K -$72K -239 -22%
LEA
2672
Legacy Edge Advisors
New York
$266K +$6.63K +22 +3%
BLFG
2673
Brian Low Financial Group
Louisiana
$266K -$16.6K -55 -6%
MWM
2674
MGB Wealth Management
Texas
$266K – – –
FFWM
2675
Future Financial Wealth Management
Ohio
$265K -$171K -569 -40%
105 106
107
108 109