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Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2751
GW Henssler & Associates
Georgia
$269K +$5.49K +12 +2%
GMA
2752
Glassy Mountain Advisors
Maryland
$269K +$3.66K +8 +1%
MIC
2753
Meridian Investment Counsel
California
$267K -$7.77K -17 -3%
OA
2754
Operose Advisors
Wisconsin
$265K -$46.2K -101 -15%
IAG
2755
Investment Advisory Group
Massachusetts
$265K +$7.77K +17 +3%
FAP
2756
Financial Advisory Partners
Florida
$265K – – –
SMFG
2757
Sumitomo Mitsui Financial Group
Japan
$265K – – –
WE
2758
Wealth Effects
Massachusetts
$264K -$26.1K -57 -9%
NEWAS
2759
N.E.W. Advisory Services
Wisconsin
$263K – – –
ODG
2760
O'Dell Group
Ohio
$263K – – –
JTWM
2761
Jackson Thornton Wealth Management
Alabama
$263K – – –
LB
2762
Legacy Bridge
Iowa
$262K -$13.7K -30 -5%
AWM
2763
Activest Wealth Management
Florida
$262K +$4.11K +9 +2%
FTA
2764
Financial & Tax Architects
Missouri
$262K -$71.8K -157 -22%
DC
2765
Diametric Capital
Massachusetts
$261K +$248K +543 New
FFO
2766
Fortitude Family Office
Arizona
$261K -$7.77K -17 -3%
WBG
2767
Wharton Business Group
Pennsylvania
$261K – – –
CPIA
2768
Cornell Pochily Investment Advisors
New York
$259K +$5.94K +13 +2%
RPCA
2769
Running Point Capital Advisors
California
$258K -$119K -260 -33%
EGWAG
2770
Elwood & Goetz Wealth Advisory Group
Georgia
$258K -$17.4K -38 -7%
KIA
2771
KLR Investment Advisors
Rhode Island
$257K +$257K +562 New
BDF
2772
Black Diamond Financial
Maryland
$257K – – –
WWP
2773
WR Wealth Planners
Missouri
$257K +$13.7K +30 +6%
AWA
2774
Alta Wealth Advisors
Massachusetts
$256K +$27.9K +61 +13%
FA
2775
Fountainhead AM
New Jersey
$255K -$11.9K -26 -5%
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111
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