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Name Holding Trade Value Shares
Change 		Change in
Stake
VW
3101
Vance Wealth
California
$266K +$43.2K +82 +18%
OCM
3102
Osbon Capital Management
Massachusetts
$266K – – –
HSG
3103
Helen Stephens Group
Texas
$266K +$25.8K +49 +10%
GMA
3104
Glassy Mountain Advisors
Maryland
$266K – – –
BFWA
3105
Benchmark Financial Wealth Advisors
Florida
$265K -$86.4K -164 -24%
AA
3106
AJ Advisors
Tennessee
$265K +$12.6K +24 +5%
NA
3107
Nautilus Advisors
California
$265K +$1.05K +2 +0.4%
TCMP
3108
Thrive Capital Management (Pennsylvania)
Pennsylvania
$265K -$527 -1 -0.2%
AIA
3109
Accelerate Investment Advisors
California
$264K +$11.1K +21 +4%
HFM
3110
Hartford Financial Management
Connecticut
$264K -$123K -233 -31%
WCG
3111
Weaver Consulting Group
California
$264K – – –
PWA
3112
Phoenix Wealth Advisors
North Carolina
$263K – – –
SIC
3113
SJS Investment Consulting
Ohio
$263K +$166K +316 +150%
ARC
3114
Advisor Resource Council
Texas
$263K -$10.5K -20 -4%
RB
3115
Rodgers Brothers
Pennsylvania
$263K – – –
SAG
3116
Sentinel Advisory Group
Wisconsin
$263K +$277K +526 New
SC
3117
Skylands Capital
Wisconsin
$262K -$2.63K -5 -0.9%
CFSG
3118
Community Financial Services Group
Vermont
$262K -$60.6K -115 -18%
EWA
3119
Etesian Wealth Advisors
Oregon
$262K – – –
HPIA
3120
Hamilton Point Investment Advisors
North Carolina
$262K – – –
FPW
3121
Flywheel Private Wealth
California
$262K +$276K +524 New
IAG
3122
Investment Advisory Group
Massachusetts
$261K +$7.37K +14 +3%
LWM
3123
Lodestone Wealth Management
Washington
$261K +$1.05K +2 +0.4%
BC
3124
Brio Consultants
California
$261K +$1.58K +3 +0.6%
PMFA
3125
Plante Moran Financial Advisors
Michigan
$260K -$116K -221 -30%
123 124
125
126 127