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Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
3126
KFA Private Wealth Group
Virginia
$327K +$26.9K +87 +10%
NPFS
3127
Novak & Powell Financial Services
Florida
$326K +$292K +942 New
SCA
3128
Southern Capital Advisors
Tennessee
$326K -$67.2K -217 -19%
GWWM
3129
Great Waters Wealth Management
Minnesota
$326K -$12.7K -41 -4%
TA
3130
TrueWealth Advisors
Alabama
$325K -$21.4K -69 -7%
WHCI
3131
W.H. Cornerstone Investments
Massachusetts
$325K +$1.86K +6 +0.6%
MWA
3132
Monograph Wealth Advisors
California
$324K +$17K +55 +6%
AWP
3133
Abacus Wealth Partners
California
$324K +$290K +936 New
FA
3134
FSA Advisors
Michigan
$324K +$290K +936 New
FRA
3135
Front Row Advisors
California
$324K -$6.81K -22 -2%
EWM
3136
Elevatus Welath Management
New York
$324K +$289K +934 New
PCM
3137
Poehling Capital Management
Wisconsin
$324K +$619 +2 +0.2%
AAM
3138
Augustine Asset Management
Florida
$323K -$3.72K -12 -1%
SFS
3139
Strategic Financial Services
New York
$323K – – –
WWP
3140
Waypoint Wealth Partners
California
$323K +$62.6K +202 +28%
MWM
3141
Mascoma Wealth Management
New Hampshire
$323K -$23.5K -76 -8%
SAW
3142
Signal Advisors Wealth
Michigan
$323K +$288K +931 New
SGWM
3143
Sterling Group Wealth Management
California
$322K – – –
FHWM
3144
Fox Hill Wealth Management
Massachusetts
$322K +$287K +928 New
BRA
3145
Biechele Royce Advisors
Indiana
$321K -$31.3K -101 -10%
PAG
3146
Paladin Advisory Group
Iowa
$321K -$1.55K -5 -0.5%
AFCM
3147
Applied Finance Capital Management
Puerto Rico
$320K -$13.9K -45 -5%
AGC
3148
Aspen Grove Capital
Colorado
$319K +$1.24K +4 +0.4%
MIM
3149
Meridiem Investment Management
United Kingdom
$319K +$285K +921 New
OWM
3150
OneAscent Wealth Management
Alabama
$319K +$43K +139 +18%
124 125
126
127 128