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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3126
MorganRosel Wealth Management
Colorado
$236K +$305 +1 +0.1%
APC
3127
Asset Planning Corporation
Tennessee
$236K – – –
CMA
3128
Cedar Mountain Advisors
Oregon
$235K -$7.92K -26 -3%
M1FG
3129
Mach-1 Financial Group
Arkansas
$234K +$56.1K +184 +33%
CPP
3130
Capasso Planning Partners
South Carolina
$234K +$2.74K +9 +1%
LI
3131
Lafayette Investments
Maryland
$234K -$5.79K -19 -3%
MWA
3132
Mills Wealth Advisors
Texas
$234K +$226K +743 New
FEG
3133
Financial Enhancement Group
Indiana
$234K – – –
TFO
3134
Tarbox Family Office
California
$233K -$12.5K -41 -5%
C1AG
3135
Client 1st Advisory Group
Florida
$233K +$3.35K +11 +2%
GIA
3136
Goodwin Investment Advisory
Georgia
$233K – – –
BCA
3137
Bray Capital Advisors
Florida
$232K -$9.14K -30 -4%
EL
3138
Essex LLC
Illinois
$232K -$3.05K -10 -1%
SC
3139
Sepio Capital
Utah
$232K +$223K +733 New
PF
3140
Parker Financial
Washington
$231K +$223K +731 New
CA
3141
Cortland Associates
Missouri
$230K +$305 +1 +0.1%
RWA
3142
Rooted Wealth Advisors
Illinois
$230K +$222K +728 New
BHPW
3143
Beverly Hills Private Wealth
California
$229K +$221K +726 New
MPW
3144
MA Private Wealth
California
$228K +$609 +2 +0.3%
MWM
3145
MinichMacGregor Wealth Management
New York
$228K +$220K +722 New
KWA
3146
Kellett Wealth Advisors
Ohio
$228K – – –
B
3147
Barings
North Carolina
$227K -$47.5K -156 -18%
RRCM
3148
Rappaport Reiches Capital Management
Illinois
$227K +$219K +720 New
IIA
3149
Integral Investment Advisors
California
$227K +$219K +719 New
AWMG
3150
Alliance Wealth Management Group
New Jersey
$226K +$218K +717 New
124 125
126
127 128