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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3026
Pingora Partners
Wyoming
$381K +$341K +1,100 New
GPWA
3027
Great Point Wealth Advisors
Massachusetts
$380K -$897K -2,896 -73%
BFS
3028
Beacon Financial Strategies
North Carolina
$380K -$2.48K -8 -0.7%
TCMP
3029
Thrive Capital Management (Pennsylvania)
Pennsylvania
$380K +$72.5K +234 +27%
LFG
3030
Lockerman Financial Group
California
$379K -$11.5K -37 -3%
HFRG
3031
Houlihan Financial Resource Group
Virginia
$379K – – –
GSC
3032
Grey Street Capital
Illinois
$378K -$19.2K -62 -5%
NAMNJ
3033
NorthStar Asset Management (New Jersey)
New Jersey
$377K +$337K +1,089 New
AMBIA
3034
Allen Mooney & Barnes Investment Advisors
Georgia
$377K +$310 +1 +0.1%
FB
3035
First Bancorp
Maine
$376K -$53K -171 -14%
OPW
3036
Oxler Private Wealth
New York
$376K +$2.48K +8 +0.7%
BHWM
3037
Beaird Harris Wealth Management
Texas
$376K +$5.88K +19 +2%
EA
3038
Echo45 Advisors
California
$375K -$2.48K -8 -0.7%
PWMG
3039
Private Wealth Management Group
New Jersey
$374K +$334K +1,080 New
CAWM
3040
Capital Advisors Wealth Management
Washington
$374K +$8.05K +26 +2%
AFS
3041
Annapolis Financial Services
Maryland
$374K +$46.1K +149 +16%
HPFG
3042
Hart & Patterson Financial Group
Massachusetts
$374K +$334K +1,079 New
LWMG
3043
Levy Wealth Management Group
Pennsylvania
$373K +$1.86K +6 +0.6%
ML
3044
Mayport LLC
Massachusetts
$373K -$17K -55 -5%
IWP
3045
Insight Wealth Partners
Texas
$373K +$333K +1,075 New
MBI
3046
May Barnhard Investments
Maryland
$372K +$332K +1,073 New
FC
3047
Financial Council
Maryland
$372K – – –
NF
3048
Norwood Financial
Pennsylvania
$371K -$15.5K -50 -4%
RA
3049
Riverstone Advisors
Texas
$371K – – –
HP
3050
Hyperion Partners
Pennsylvania
$370K +$38.1K +123 +13%
120 121
122
123 124