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Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
3476
Fortitude Advisory Group
Washington
$328K +$12.5K +34 +4%
TPWA
3477
Twin Peaks Wealth Advisors
California
$328K +$27.1K +74 +9%
MA
3478
Mezzasalma Advisors
New Jersey
$327K -$9.16K -25 -3%
PD
3479
Planning Directions
Pennsylvania
$327K -$42.1K -115 -11%
HA
3480
Hanover Advisors
South Carolina
$327K -$2.2K -6 -0.6%
TSWM
3481
Triangle Securities Wealth Management
North Carolina
$326K +$12.8K +35 +4%
AAM
3482
Austin Asset Management
Texas
$325K +$3.66K +10 +1%
MWA
3483
Motive Wealth Advisors
Michigan
$325K -$38.5K -105 -10%
FGAM
3484
Financial Gravity Asset Management
Texas
$325K – – –
FPH
3485
Financial Planning Hawaii
Hawaii
$325K +$345K +943 New
HA
3486
HC Advisors
Georgia
$324K -$176K -481 -34%
AWA
3487
Acumen Wealth Advisors
Tennessee
$323K +$344K +939 New
ECAM
3488
East Coast Asset Management
Massachusetts
$322K -$37.7K -103 -10%
IA
3489
Invested Advisors
Pennsylvania
$322K -$11.4K -31 -3%
GPWA
3490
Gaddis Premier Wealth Advisors
Oklahoma
$322K +$343K +936 New
HIF
3491
Hill Island Financial
Michigan
$321K -$2.2K -6 -0.6%
ANBOT
3492
American National Bank of Texas
Texas
$321K +$10.6K +29 +3%
M1FG
3493
Mach-1 Financial Group
Arkansas
$320K -$85K -232 -20%
MAMG
3494
Milestone Asset Management Group
Connecticut
$320K +$145K +396 +74%
MWM
3495
Momentous Wealth Management
Washington
$320K +$149K +407 +78%
TCOK
3496
Trust Company of Kansas
Kansas
$320K -$142K -387 -29%
TFA
3497
Teamwork Financial Advisors
Texas
$318K -$116K -317 -26%
NJIM
3498
Nabity-Jensen Investment Management
Nebraska
$318K +$11K +30 +3%
MFC
3499
Morris Financial Concepts
South Carolina
$317K – – –
IWS
3500
Integrity Wealth Solutions
Colorado
$317K +$733 +2 +0.2%
138 139
140
141 142