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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
3026
Cedar Mountain Advisors
Oregon
$213K – – –
RVPG
3027
Relative Value Partners Group
$213K +$228K +771 New
BWA
3028
BlueSky Wealth Advisors
North Carolina
$213K +$228K +772 New
MWA
3029
Motive Wealth Advisors
Michigan
$212K +$227K +769 New
AWP
3030
Abacus Wealth Partners
California
$212K +$226K +767 New
TFA
3031
Tobias Financial Advisors
Florida
$211K -$7.08K -24 -3%
BCA
3032
Bray Capital Advisors
Florida
$211K – – –
GC
3033
Gibson Capital
Pennsylvania
$211K – – –
LI
3034
Lafayette Investments
Maryland
$210K +$295 +1 +0.1%
CSIA
3035
Charles Schwab Investment Advisory
California
$209K -$1.48K -5 -0.7%
REMPR
3036
Roof Eidam Maycock Peralta (REMP)
California
$209K +$295 +1 +0.1%
E
3037
ETFidea
New York
$208K – – –
JPLA
3038
Joseph P. Lucia & Associates
New York
$207K +$115K +391 +109%
SCP
3039
Stamos Capital Partners
California
$207K +$221K +750 New
APC
3040
Asset Planning Corporation
Tennessee
$206K +$220K +746 New
MWM
3041
MorganRosel Wealth Management
Colorado
$206K +$220K +746 New
EL
3042
Essex LLC
Illinois
$205K -$4.43K -15 -2%
AC
3043
AWM Capital
Arizona
$205K +$190K +642 New
CBN
3044
Cadence Bank NA
Texas
$204K -$3.06M -10,364 -93%
DI
3045
Disciplined Investments
Oklahoma
$204K -$295 -1 -0.1%
MPW
3046
MA Private Wealth
California
$204K +$590 +2 +0.3%
WWP
3047
Waypoint Wealth Partners
California
$204K +$590 +2 +0.3%
WAM
3048
WealthTrust Asset Management
Florida
$204K +$590 +2 +0.3%
AWM
3049
Avaii Wealth Management
Wisconsin
$204K +$218K +739 New
GIA
3050
Goodwin Investment Advisory
Georgia
$203K – – –
120 121
122
123 124