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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2801
Reyes Financial Architecture
California
$324K -$14.4K -190 -4%
B
2802
Bensler
Washington
$324K -$60.7K -803 -16%
OCWP
2803
Owl Creek Wealth Partners
Colorado
$324K +$322K +4,258 New
CFM
2804
Cornerstone Financial Management
Massachusetts
$324K -$51.8K -685 -14%
CPW
2805
Cove Private Wealth
New York
$323K +$321K +4,252 New
AGC
2806
August Group Capital
$323K -$73K -966 -19%
KOC
2807
Koss-Olinger Consulting
Florida
$323K -$218K -2,880 -40%
AAA
2808
Andrews Advisory Associates
Hawaii
$323K -$983 -13 -0.3%
CIR
2809
Clear Investment Research
Georgia
$322K +$10.7K +141 +3%
MFG
2810
Mosaic Financial Group
Illinois
$322K +$1.51K +20 +0.5%
BWM
2811
BCGM Wealth Management
Indiana
$321K +$832 +11 +0.3%
CFO
2812
Colony Family Offices
North Carolina
$320K – – –
TA
2813
TruWealth Advisors
Louisiana
$320K +$12.1K +160 +4%
GAM
2814
Grandview Asset Management
Pennsylvania
$320K -$3.78K -50 -1%
TWPM
2815
Total Wealth Planning & Management
Florida
$319K -$31K -410 -9%
BW
2816
Blalock Williams
Alabama
$319K +$37.6K +498 +13%
CW
2817
Code Waechter
Florida
$318K -$73K -965 -19%
BFS
2818
Beacon Financial Strategies
North Carolina
$318K – – –
RWI
2819
Red Wave Investments
Pennsylvania
$318K -$1.89K -25 -0.6%
PFA
2820
Presper Financial Architects
Ohio
$317K +$3.7K +49 +1%
ZIG
2821
Zuckerman Investment Group
Illinois
$317K – – –
CWA
2822
Crusonia Wealth Advisors
Colorado
$316K +$4.61K +61 +1%
TFM
2823
TFC Financial Management
Massachusetts
$316K -$151 -2 -0%
BEAM
2824
Baker Ellis Asset Management
Washington
$316K -$8.77K -116 -3%
NF
2825
NavPoint Financial
Minnesota
$315K – – –
111 112
113
114 115