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Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2701
Montz Harcus Wealth Management
Louisiana
$335K -$18.2K -58 -6%
WA
2702
WPG Advisers
Maryland
$335K -$8.77K -28 -3%
SP
2703
Stablepoint Partners
Massachusetts
$334K -$75.5K -241 -21%
FCM
2704
Firestone Capital Management
Florida
$334K -$20.7K -66 -7%
FFW
2705
Fusion Family Wealth
New York
$334K – – –
PWA
2706
Provenance Wealth Advisors
Florida
$334K +$7.2K +23 +3%
MCA
2707
McGuire Capital Advisors
Oklahoma
$333K – – –
MA
2708
MBA Advisors
Pennsylvania
$333K -$937K -2,993 -77%
IA
2709
Insight Advisors
Pennsylvania
$333K -$14.7K -47 -5%
RA
2710
Rise Advisors
New York
$332K +$4.38K +14 +2%
WPA
2711
West Paces Advisors
Georgia
$332K -$16.3K -52 -6%
JSL
2712
JT Stratford LLC
Georgia
$332K -$12.2K -39 -4%
APC
2713
Aspire Private Capital
North Carolina
$331K -$2.19K -7 -0.8%
RMC
2714
Ring Mountain Capital
California
$330K +$7.51K +24 +3%
FLP
2715
Financial Life Planners
Arizona
$329K +$313 +1 +0.1%
CTB
2716
Country Trust Bank
Illinois
$329K – – –
SWP
2717
Summit Wealth Partners
Florida
$329K – – –
SWA
2718
Strata Wealth Advisors
Texas
$329K +$30.4K +97 +12%
FSAG
2719
Financial Solutions Advisory Group
Illinois
$329K – – –
CFAM
2720
Center For Asset Management
Florida
$329K +$14.4K +46 +6%
RCM
2721
Rockbridge Capital Management
Virginia
$327K – – –
CIS
2722
Continental Investors Services
Washington
$327K +$14.1K +45 +6%
MFS
2723
Madrona Financial Services
Washington
$326K +$274K +874 New
SFG
2724
Sunburst Financial Group
Alabama
$326K +$939 +3 +0.3%
BWS
2725
Buck Wealth Strategies
Colorado
$326K +$40.7K +130 +18%
107 108
109
110 111