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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMP
3151
Clarion Wealth Managment Partners
Virginia
$250K +$4.54K +18 +2%
MQWP
3152
Morey & Quinn Wealth Partners
Nebraska
$250K +$2.27K +9 +1%
RCA
3153
Riverview Capital Advisers
Massachusetts
$249K +$5.04K +20 +2%
RFG
3154
RFP Financial Group
Georgia
$249K +$223K +887 New
CAM
3155
CPA Asset Management
Florida
$249K – – –
MWP
3156
Moller Wealth Partners
$249K +$223K +886 New
IWM
3157
IMG Wealth Management
Florida
$249K +$9.32K +37 +4%
USWIA
3158
UP Strategic Wealth Investment Advisors
Pennsylvania
$248K +$21.9K +87 +9%
AGC
3159
August Group Capital
$248K +$222K +882 New
PHWM
3160
Palatine Hill Wealth Management
Michigan
$248K +$4.03K +16 +2%
CGH
3161
CMG Global Holdings
Texas
$248K +$222K +881 New
CFG
3162
Copley Financial Group
California
$248K -$110K -435 -33%
FFL
3163
Financial Freedom LLC
Ohio
$248K – – –
MLRA
3164
Main Line Retirement Advisors
Montana
$248K – – –
BW
3165
Blalock Williams
Alabama
$247K +$12.6K +50 +6%
NFA
3166
Northwest Financial Advisors
Virginia
$247K +$3.78K +15 +2%
MFG
3167
Mustico Financial Group
New York
$247K +$4.79K +19 +2%
LSC
3168
Lesa Sroufe & Co
Washington
$247K – – –
RK
3169
Rather & Kittrell
Tennessee
$247K -$8.82K -35 -4%
RYIA
3170
Roehl & Yi Investment Advisors
Oregon
$247K -$756 -3 -0.3%
RWA
3171
Redhawk Wealth Advisors
Minnesota
$246K -$43.6K -173 -16%
CWG
3172
Crown Wealth Group
North Carolina
$245K +$5.79K +23 +3%
IWA
3173
Independent Wealth Advisors
North Carolina
$245K +$9.07K +36 +4%
EPW
3174
Evergreen Private Wealth
Colorado
$245K – – –
HFS
3175
Horizon Financial Services
North Carolina
$245K +$57.7K +229 +36%
125 126
127
128 129