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Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
2101
Ullmann Wealth Partners Group
Florida
$484K +$9.77K +157 +2%
AFG
2102
ABLE Financial Group
Arizona
$483K +$44.4K +713 +10%
MAWCM
2103
Mine & Arao Wealth Creation & Management
California
$480K +$108K +1,740 +28%
RWS
2104
Resolute Wealth Strategies
Mississippi
$480K +$249 +4 +0.1%
FH
2105
FWG Holdings
Florida
$479K +$99.7K +1,602 +26%
LF
2106
Lantz Financial
Illinois
$478K -$217K -3,493 -31%
IAS
2107
IMA Advisory Services
Colorado
$476K – – –
SOAMC
2108
Spirit of America Management Corp
New York
$476K – – –
AI
2109
Atom Investors
Texas
$476K +$69.9K +1,124 +17%
MFT
2110
Moisand Fitzgerald Tamayo
Florida
$475K – – –
D
2111
Diversified
Delaware
$475K -$5.97K -96 -1%
PIA
2112
Pinion Investment Advisors
Kansas
$475K +$162K +2,608 +49%
KFA
2113
Kapstone Financial Advisors
Ohio
$474K +$6.72K +108 +1%
C
2114
CEDRUS
Colorado
$473K +$17K +274 +4%
GCM
2115
Goldstream Capital Management
Hong Kong
$473K +$158K +2,546 +48%
1WA
2116
180 Wealth Advisors
Washington
$472K -$62.1K -999 -11%
OMC
2117
Overbrook Management Corp
New York
$472K -$12.4K -200 -2%
CD
2118
Chapin Davis
Maryland
$471K +$9.02K +145 +2%
KLWA
2119
Kelly Lawrence W & Associates
California
$471K -$99.5K -1,600 -17%
SI
2120
Symmetry Investments
Jersey
$469K +$143K +2,291 +42%
MSCM
2121
McElhenny Sheffield Capital Management
Texas
$468K +$4.42K +71 +0.9%
EIP
2122
Ellis Investment Partners
Pennsylvania
$467K +$13.6K +219 +3%
SPWG
2123
Sage Private Wealth Group
Illinois
$467K -$15.7K -253 -3%
GAM
2124
Gould Asset Management
California
$466K – – –
TA
2125
TFB Advisors
Kansas
$466K +$481K +7,734 New
83 84
85
86 87