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Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
2926
MPS Loria Financial Planners
Illinois
$239K -$33.1K -464 -12%
SPIA
2927
Strategic Point Investment Advisors
Rhode Island
$239K – – –
IWP
2928
Insight Wealth Partners
Texas
$239K +$241K +3,380 New
CSA
2929
Cottage Street Advisors
Massachusetts
$239K -$33.9K -476 -12%
EA
2930
Echo45 Advisors
California
$239K +$240K +3,373 New
LAS
2931
Lloyd Advisory Services
Georgia
$238K +$1.85K +26 +0.8%
AFW
2932
Avantra Family Wealth
Pennsylvania
$238K +$142 +2 +0.1%
BFG
2933
Birch Financial Group
New Hampshire
$237K -$390K -5,475 -62%
JWM
2934
Jessup Wealth Management
Ohio
$237K +$855 +12 +0.4%
JEST
2935
JTC Employer Solutions Trustee
Jersey
$236K – – –
IPA
2936
Investment Planning Advisors
Georgia
$236K – – –
CGH
2937
CMG Global Holdings
Texas
$236K -$9.26K -130 -4%
MCAI
2938
Members Capital Advisors Inc
Wisconsin
$235K – – –
AC
2939
Attessa Capital
Arizona
$233K – – –
PBO
2940
Peoples Bank (Ohio)
Ohio
$233K +$3.56K +50 +2%
HAM
2941
Harmony Asset Management
Arizona
$233K -$7.12K -100 -3%
SWA
2942
Sax Wealth Advisors
New Jersey
$233K +$235K +3,294 New
TPW
2943
Transatlantique Private Wealth
New York
$233K – – –
SWM
2944
Stonebridge Wealth Management
Illinois
$233K +$235K +3,292 New
BCMLT
2945
Beacon Capital Management LLC (Tennessee)
Tennessee
$233K -$16.5K -231 -7%
NCG
2946
Newport Capital Group
New Jersey
$233K -$1.14K -16 -0.5%
EGA
2947
E&G Advisors
Texas
$233K – – –
GWAM
2948
Guardian Wealth Advisors (Minnesota)
Minnesota
$232K -$40.7K -572 -15%
CA
2949
Claris Advisors
Missouri
$232K -$49.9K -701 -18%
GFG
2950
Grantvest Financial Group
New Jersey
$232K +$71 +1 +0%
116 117
118
119 120