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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1926
Medallion Wealth Advisors
Connecticut
$841K +$86.2K +1,290 +12%
RDWM
1927
Red Door Wealth Management
Tennessee
$841K -$33.9K -508 -4%
SFG
1928
Sovereign Financial Group
Connecticut
$841K -$2.2K -33 -0.3%
SFG
1929
Sather Financial Group
Texas
$839K +$88.1K +1,319 +13%
AP
1930
Atwood & Palmer
Missouri
$839K -$10K -150 -1%
LFP
1931
Lakeshore Financial Planning
Michigan
$838K -$14K -210 -2%
AC
1932
AlphaCore Capital
California
$837K +$775K +11,611 New
NICM
1933
Neo Ivy Capital Management
New York
$837K +$781K +11,690 New
PIP
1934
Peachtree Investment Partners
Florida
$837K +$33.4K +500 +4%
SIM
1935
Sentry Investment Management
Wisconsin
$837K -$718K -10,751 -47%
IWA
1936
IVC Wealth Advisors
Pennsylvania
$836K +$27.6K +413 +4%
MCCP
1937
Mission Creek Capital Partners
California
$836K -$65.2K -976 -8%
FMP
1938
Financial Management Professionals
Texas
$835K +$14.3K +214 +2%
MAWCM
1939
Mine & Arao Wealth Creation & Management
California
$834K – – –
CWM
1940
Connecticut Wealth Management
Connecticut
$834K -$14.2K -212 -2%
FMTCOCP
1941
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$833K +$27.1K +406 +4%
KA
1942
KLCM Advisors
Wisconsin
$833K +$169K +2,532 +28%
BI
1943
Bradyco Inc
Massachusetts
$832K -$50.1K -750 -6%
AWM
1944
Adams Wealth Management
Utah
$830K -$32.6K -488 -4%
CI
1945
CacheTech Inc
Utah
$830K -$32.6K -488 -4%
C
1946
Certuity
Florida
$829K -$151K -2,256 -16%
KJWM
1947
Kiley Juergens Wealth Management
Washington
$829K +$46.7K +700 +6%
KF
1948
Krilogy Financial
Missouri
$827K +$39K +584 +5%
BONH
1949
Bank of New Hampshire
New Hampshire
$827K -$1.27K -19 -0.2%
JSW
1950
Journey Strategic Wealth
New Jersey
$826K +$61.3K +918 +9%
76 77
78
79 80