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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
3301
SS&H Financial Advisors
Michigan
$259K – – –
OWA
3302
One Wealth Advisors
California
$258K +$253K +741 New
SA
3303
Skyline Advisors
Washington
$258K – – –
SEA
3304
Stegent Equity Advisors
Texas
$258K -$14K -41 -5%
KWAG
3305
Kiely Wealth Advisory Group
North Carolina
$258K +$14.3K +42 +6%
B
3306
Barings
North Carolina
$257K +$255K +748 New
APC
3307
Asset Planning Corporation
Tennessee
$257K – – –
AIA
3308
Armor Investment Advisors
North Carolina
$256K -$3.41K -10 -1%
WAM
3309
WealthTrust Asset Management
Florida
$256K +$341 +1 +0.1%
TFGT
3310
TS Financial Group (TSFG)
Illinois
$256K +$11.9K +35 +5%
DC
3311
Dorval Corp
Minnesota
$256K +$1.02K +3 +0.4%
CMA
3312
Cedar Mountain Advisors
Oregon
$256K -$2.39K -7 -0.9%
FA
3313
Fiducient Advisors
Illinois
$255K -$458K -1,342 -64%
CFG
3314
Compton Financial Group
Maryland
$255K – – –
PCS
3315
Private Client Services
Kentucky
$255K -$5.46K -16 -2%
IC
3316
Iconiq Capital
California
$254K +$252K +739 New
SF
3317
Schaeffer Financial
Maryland
$253K – – –
AFWM
3318
Abich Financial Wealth Management
Virginia
$253K +$208K +609 +483%
LHWM
3319
Lake Hills Wealth Management
Texas
$253K +$250K +734 New
MF
3320
Montis Financial
Massachusetts
$253K -$341 -1 -0.1%
FC
3321
Fairscale Capital
New Hampshire
$252K +$233K +684 New
AWM
3322
Allen Wealth Management
North Carolina
$252K – – –
WW
3323
Waterfront Wealth
Kansas
$252K -$17.4K -51 -7%
SFG
3324
Somnio Financial Group
Connecticut
$252K +$249K +731 New
WWP
3325
Waypoint Wealth Partners
California
$251K -$3.41K -10 -1%
131 132
133
134 135