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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2901
CogentBlue Wealth Advisors
Tennessee
$280K -$17.3K -66 -6%
OWA
2902
Octavia Wealth Advisors
Ohio
$279K +$35.9K +137 +16%
OWM
2903
Opes Wealth Management
California
$279K -$103K -395 -29%
FNA
2904
First National Advisers
Nebraska
$278K +$4.45K +17 +2%
SPAS
2905
Spectrum Planning & Advisory Services
California
$278K +$5.5K +21 +2%
PW
2906
PUREfi Wealth
Massachusetts
$278K -$40.8K -156 -14%
CFSG
2907
Community Financial Services Group
Vermont
$277K – – –
SMF
2908
Sterling Manor Financial
New York
$277K – – –
DFG
2909
Dupree Financial Group
Kentucky
$277K +$56.8K +217 +28%
MCWS
2910
McKinley Carter Wealth Services
West Virginia
$277K +$19.1K +73 +8%
LFA
2911
Level Financial Advisors
New York
$277K +$52.1K +199 +25%
LWA
2912
Lowe Wealth Advisors
Maryland
$277K – – –
CA
2913
CGN Advisors
Kansas
$276K +$256K +979 New
PRS
2914
Pinkerton Retirement Specialists
Idaho
$276K +$77.7K +297 +44%
FFL
2915
Financial Freedom LLC
Ohio
$275K +$262 +1 +0.1%
RPGNY
2916
Retirement Planning Group (New York)
New York
$275K -$39.8K -152 -13%
PRI
2917
Prepared Retirement Institute
Pennsylvania
$275K -$22.2K -85 -8%
AT
2918
Avalon Trust
New Mexico
$275K +$5.24K +20 +2%
MAV
2919
Mason & Associates (Virginia)
Virginia
$275K – – –
TWA
2920
Talisman Wealth Advisors
New Jersey
$275K -$262 -1 -0.1%
FWWM
2921
Fiscal Wisdom Wealth Management
Connecticut
$274K +$249K +953 New
FFG
2922
First Financial Group
North Carolina
$273K +$2.88K +11 +1%
BC
2923
Brio Consultants
California
$272K +$11K +42 +5%
HIS
2924
Harvest Investment Services
Illinois
$272K +$39.3K +150 +18%
WWM
2925
WT Wealth Management
Arizona
$272K +$17.3K +66 +7%
115 116
117
118 119