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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2926
Outlook Wealth Advisors
Texas
$269K – – –
SFSG
2927
Sound Financial Strategies Group
Mississippi
$269K -$414K -1,530 -58%
MCP
2928
Miller Capital Partners
Michigan
$269K – – –
RI
2929
Ruggiero Investments
Florida
$269K – – –
CWWM
2930
Clear Wave Wealth Management
New Jersey
$269K +$300K +1,110 New
PC
2931
PCB Capital
New Jersey
$269K +$7.31K +27 +2%
KFA
2932
Kapstone Financial Advisors
Ohio
$269K +$300K +1,109 New
WSWA
2933
Warren Street Wealth Advisors
California
$268K +$16K +59 +6%
CW
2934
CrossGen Wealth
North Carolina
$268K – – –
PIMG
2935
Patriot Investment Management Group
Tennessee
$268K +$2.71K +10 +0.9%
GF Fund Management
2936
GF Fund Management
China
$267K – – –
LWM
2937
LJI Wealth Management
Indiana
$267K – – –
BFC
2938
Blue Fin Capital
Rhode Island
$267K +$27.1K +100 +10%
FA
2939
Fermata Advisors
California
$267K +$56.6K +209 +23%
JF
2940
JMN Financial
Ohio
$267K +$41.4K +153 +16%
IWMO
2941
Integrated Wealth Management (Ohio)
Ohio
$266K +$541 +2 +0.2%
KA
2942
Kozak & Associates
Colorado
$266K +$1.89K +7 +0.6%
DWM
2943
Denver Wealth Management
Colorado
$266K +$47.9K +177 +19%
NG
2944
Northstar Group
New York
$265K +$20.3K +75 +7%
AL
2945
ADE LLC
Maryland
$265K – – –
SG
2946
Sharper & Granite
California
$264K – – –
MWP
2947
Madison Wealth Partners
Wisconsin
$264K +$51.4K +190 +21%
CCA
2948
Cadent Capital Advisors
Oklahoma
$264K +$812 +3 +0.3%
SHFA
2949
SC&H Financial Advisors
Maryland
$264K – – –
SCM
2950
Saxony Capital Management
Missouri
$264K +$25.7K +95 +10%