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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2951
Phoenix Wealth Advisors
North Carolina
$281K +$8.28K +16 +3%
LL
2952
LPWM LLC
Minnesota
$280K – – –
PAG
2953
Powers Advisory Group
Illinois
$279K +$34.7K +67 +15%
HFP
2954
Holistic Financial Partners
Indiana
$278K +$2.07K +4 +0.8%
FNWA
2955
Financial Network Wealth Advisors
Utah
$278K -$362K -700 -57%
RB
2956
Rodgers Brothers
Pennsylvania
$277K -$3.11K -6 -1%
VR
2957
Valued Retirements
Texas
$276K – – –
EWA
2958
Etesian Wealth Advisors
Oregon
$276K – – –
WMA
2959
William Mack & Associates
Michigan
$276K +$271K +523 New
CCWM
2960
Correct Capital Wealth Management
Missouri
$275K +$29K +56 +12%
ACM
2961
Ascent Capital Management
Oregon
$274K +$270K +521 New
AWA
2962
Alta Wealth Advisors
Massachusetts
$274K – – –
HWM
2963
Hobbs Wealth Management
Indiana
$274K +$270K +521 New
EGWAG
2964
Elwood & Goetz Wealth Advisory Group
Georgia
$273K – – –
DPW
2965
DiNuzzo Private Wealth
Pennsylvania
$273K – – –
CWM
2966
Cahaba Wealth Management
Georgia
$273K – – –
ACM
2967
Andina Capital Management
Utah
$273K -$21.2K -41 -7%
WE
2968
Wealth Effects
Massachusetts
$273K – – –
MLA
2969
MB, Levis & Associates
Pennsylvania
$272K – – –
AA
2970
AJ Advisors
Tennessee
$272K +$5.18K +10 +2%
TCM
2971
Tufton Capital Management
Maryland
$271K – – –
MWM
2972
MGB Wealth Management
Texas
$271K +$267K +515 New
FAT
2973
First American Trust
California
$271K -$8.28K -16 -3%
HIGP
2974
Hill Investment Group Partners
Missouri
$270K +$265K +512 New
FMP
2975
Financial Management Professionals
Texas
$269K +$3.62K +7 +1%
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119
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