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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2226
SFG Wealth Management
Maryland
$281K – – –
FM
2227
Foster & Motley
Ohio
$281K +$223 +5 +0.1%
4WM
2228
4J Wealth Management
Virginia
$281K +$45 +1 +0%
EGWAG
2229
Elwood & Goetz Wealth Advisory Group
Georgia
$281K – – –
SPWG
2230
Sage Private Wealth Group
Illinois
$280K +$283K +6,349 New
FB
2231
First Bancorp
Maine
$280K -$35.4K -795 -11%
AWA
2232
Amplius Wealth Advisors
Pennsylvania
$279K -$4.81K -108 -2%
AIM
2233
Allen Investment Management
New York
$278K -$27K -607 -9%
KBFS
2234
Kohmann Bosshard Financial Services
Ohio
$278K – – –
RMAM
2235
Raab & Moskowitz Asset Management
New Jersey
$278K +$1.78K +40 +0.6%
VNA
2236
Valley National Advisers
Pennsylvania
$278K +$14.7K +330 +6%
EBA
2237
Eagle Bay Advisors
New York
$278K -$21.2K -476 -7%
RW
2238
RVW Wealth
California
$277K +$280K +6,275 New
BWM
2239
BlackDiamond Wealth Management
New York
$277K +$1.07K +24 +0.4%
WP
2240
WealthShield Partners
North Carolina
$275K -$9.27K -208 -3%
CHA
2241
Cooper/Haims Advisors
New York
$275K +$401 +9 +0.1%
ACG
2242
Allen Capital Group
Nebraska
$275K -$5.64M -126,511 -95%
CAWM
2243
Capital Advisors Wealth Management
Washington
$274K – – –
MW
2244
MBL Wealth
North Carolina
$274K +$9.58K +215 +4%
BAM
2245
BOS Asset Management
Illinois
$272K -$27K -606 -9%
CAM
2246
Covenant Asset Management
New Jersey
$272K – – –
CWAG
2247
Compton Wealth Advisory Group
Virginia
$272K – – –
TW
2248
Towerpoint Wealth
California
$271K -$1.87K -42 -0.7%
WC
2249
Weil Company
California
$270K +$6.15K +138 +2%
BWM
2250
BCS Wealth Management
Tennessee
$270K -$26.3K -591 -9%
88 89
90
91 92