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Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
3776
Advisory Resource Group
Oklahoma
$229K – – –
CCA
3777
Conestoga Capital Advisors
Pennsylvania
$229K – – –
SWIG
3778
Strategic Wealth Investment Group
Kentucky
$229K -$3.9K -12 -2%
FFWA
3779
Forthright Family Wealth Advisory
Texas
$229K -$3.9K -12 -2%
OWM
3780
Orgel Wealth Management
Wisconsin
$229K +$11.4K +35 +6%
LWM
3781
Luminvest Wealth Management
Arizona
$228K +$13.3K +41 +7%
FFG
3782
Fortress Financial Group
Minnesota
$228K -$9.76K -30 -4%
BWCS
3783
Beirne Wealth Consulting Services
Connecticut
$228K – – –
MAM
3784
MMA Asset Management
Pennsylvania
$227K -$23.7K -73 -10%
RAM
3785
Redmond Asset Management
Virginia
$227K -$4.55K -14 -2%
SCP
3786
Silverleafe Capital Partners
Tennessee
$227K +$2.6K +8 +1%
VC
3787
Veery Capital
Delaware
$227K – – –
AIA
3788
Alternative Investment Advisors
Florida
$227K +$1.3K +4 +0.6%
OP
3789
Oath Planning
Oklahoma
$226K +$6.83K +21 +3%
CRA
3790
Clear Retirement Advice
California
$226K – – –
HC
3791
Hoese & Co
Minnesota
$226K +$102K +315 +96%
RAM
3792
Riggs Asset Management
Pennsylvania
$226K – – –
CMA
3793
Cedar Mountain Advisors
Oregon
$226K – – –
LIP
3794
Lighthouse Investment Partners
Florida
$226K +$208K +640 New
IWS
3795
Intentional Wealth Strategies
Colorado
$225K -$22.4K -69 -10%
DC
3796
Darrow Company
Massachusetts
$225K +$325 +1 +0.2%
CWM
3797
Carolina Wealth Management
North Carolina
$225K +$208K +639 New
ELM
3798
Elite Life Management
Florida
$225K +$207K +637 New
AFAS
3799
Acorn Financial Advisory Services
Virginia
$225K – – –
SIA
3800
Stegner Investment Associates
Kentucky
$224K – – –
150 151
152
153 154