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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3226
Consolidated Capital Management
California
$229K – – –
TFG
3227
Taylor Financial Group
Virginia
$229K – – –
LGW
3228
Leslie Global Wealth
Illinois
$229K +$222K +2,812 New
SGC
3229
Slocum, Gordon & Co
Rhode Island
$228K +$869 +11 +0.4%
HWM
3230
Hohimer Wealth Management
Washington
$228K -$4.11K -52 -2%
ALC
3231
Alexander Labrunerie & Co
Missouri
$228K -$6.63K -84 -3%
ACM
3232
AUA Capital Management
Pennsylvania
$228K – – –
DG
3233
DMC Group
Alabama
$228K -$13.7K -173 -6%
EAM
3234
Everstar Asset Management
North Carolina
$228K -$10.3K -131 -4%
AP
3235
Aspect Partners
Virginia
$228K – – –
UFA
3236
Unify Financial Advisors
Florida
$227K +$158 +2 +0.1%
IPW
3237
Intergy Private Wealth
Colorado
$227K +$8.77K +111 +4%
LCM
3238
Leisure Capital Management
California
$227K – – –
BWM
3239
Boyd Wealth Management
California
$226K +$4.42K +56 +2%
FPW
3240
Flywheel Private Wealth
California
$226K -$10.7K -135 -5%
EWA
3241
Eagle Wealth Advisors
Connecticut
$226K +$218K +2,758 New
EWA
3242
Evolution Wealth Advisors
Florida
$225K +$219K +2,769 New
AF
3243
ASL Financial
California
$225K – – –
TWA
3244
Tulsa Wealth Advisors
Oklahoma
$225K +$632 +8 +0.3%
EWA
3245
Etesian Wealth Advisors
Oregon
$224K – – –
OIS
3246
OneAscent Investment Solutions
Alabama
$224K +$218K +2,758 New
HR
3247
Hardy Reed
Mississippi
$224K +$218K +2,757 New
GFG
3248
Goldstone Financial Group
Illinois
$224K -$1.42K -18 -0.6%
PP
3249
Pacifica Partners
Canada
$224K – – –
MG
3250
McHugh Group
Ohio
$224K – – –
128 129
130
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