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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2876
Avaii Wealth Management
Wisconsin
$323K +$73.3K +239 +28%
RVPG
2877
Relative Value Partners Group
$323K -$99.9K -326 -23%
HFRG
2878
Houlihan Financial Resource Group
Virginia
$323K +$4.91K +16 +1%
LWMM
2879
Legacy Wealth Management (Mississippi)
Mississippi
$323K – – –
DFA
2880
DHJJ Financial Advisors
Illinois
$322K -$307 -1 -0.1%
FCAG
2881
First Capital Advisors Group
New Jersey
$319K -$91.4K -298 -22%
CFGSD
2882
Compass Financial Group (South Dakota)
South Dakota
$319K +$307 +1 +0.1%
PP
2883
PrairieView Partners
Minnesota
$318K – – –
JHP
2884
James Hambro & Partners
United Kingdom
$318K +$1.84K +6 +0.6%
PGWM
2885
Pitti Group Wealth Management
New York
$317K -$613 -2 -0.2%
SFS
2886
Summit Financial Strategies
Ohio
$316K +$1.23K +4 +0.4%
VNA
2887
Valley National Advisers
Pennsylvania
$315K +$1.84K +6 +0.6%
OWM
2888
OneAscent Wealth Management
Alabama
$315K +$327K +1,067 New
CTFG
2889
Capstone Triton Financial Group
Oklahoma
$315K – – –
CFA
2890
Capstone Financial Advisors
Illinois
$315K -$4.6K -15 -1%
FNBSF
2891
First National Bank Sioux Falls
South Dakota
$315K – – –
NF
2892
Norwood Financial
Pennsylvania
$314K -$5.21K -17 -2%
MWM
2893
Moran Wealth Management
Florida
$314K +$27.6K +90 +9%
NWA
2894
Navis Wealth Advisors
New York
$314K -$9.81K -32 -3%
GFL
2895
Granite FO LLC
New Hampshire
$313K +$299K +974 +1,432%
SWP
2896
Semus Wealth Partners
Florida
$313K -$59.8K -195 -16%
FC
2897
Forte Capital
New York
$312K -$307 -1 -0.1%
SWM
2898
Sculati Wealth Management
Michigan
$312K – – –
BDFN
2899
Bond & Devick Financial Network
Minnesota
$311K +$47.5K +155 +17%
HPIA
2900
Hamilton Point Investment Advisors
North Carolina
$310K +$45.1K +147 +16%
114 115
116
117 118