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Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
2901
Opus Capital Group
Ohio
$217K +$205K +440 New
MHWM
2902
Montz Harcus Wealth Management
Louisiana
$217K +$204K +439 New
YCG
2903
Yeomans Consulting Group
Georgia
$216K -$52.5K -113 -21%
FI
2904
Finivi Inc
Massachusetts
$216K -$11.6K -25 -5%
RCM
2905
RNC Capital Management
California
$216K – – –
DA
2906
Dover Advisors
Virginia
$216K +$203K +437 New
CWM
2907
Cabot Wealth Management
Massachusetts
$215K +$202K +435 New
CHA
2908
Cooper/Haims Advisors
New York
$215K +$202K +435 New
OPPS
2909
Obsidian Personal Planning Solutions
Maryland
$215K +$200K +430 New
HPIA
2910
Hamilton Point Investment Advisors
North Carolina
$214K +$202K +434 New
WPA
2911
West Paces Advisors
Georgia
$214K – – –
SSW
2912
Smith Shellnut Wilson
Mississippi
$212K +$200K +430 New
I
2913
IMPACTfolio
Colorado
$212K +$200K +430 New
PGWM
2914
Pitti Group Wealth Management
New York
$212K – – –
MMHP
2915
Murphy Middleton Hinkle & Parker
Georgia
$211K +$199K +428 New
OWA
2916
Opal Wealth Advisors
New York
$211K -$90.7K -195 -31%
AIA
2917
Accelerate Investment Advisors
California
$210K +$198K +425 New
FSA
2918
Financial Security Advisor
Virginia
$210K +$197K +424 New
EA
2919
Ellsworth Advisors
Ohio
$209K +$197K +424 New
BWA
2920
Brave Warrior Advisors
New York
$208K +$196K +422 New
QP
2921
Quartz Partners
New York
$208K +$196K +422 New
VDI
2922
Vaughan David Investments
Illinois
$208K +$196K +421 New
AWP
2923
Abacus Wealth Partners
California
$208K +$196K +421 New
KL
2924
KWMG LLC
Kansas
$208K +$196K +421 New
RFG
2925
Range Financial Group
Oregon
$207K -$275K -591 -59%
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