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Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
1726
HF Advisory Group
Maryland
$1.9M -$50K -87 -3%
EFG
1727
Ethos Financial Group
Pennsylvania
$1.9M +$6.32K +11 +0.3%
GAG
1728
GM Advisory Group
New York
$1.89M -$312K -543 -14%
SWP
1729
Semus Wealth Partners
Florida
$1.89M +$2.87K +5 +0.2%
HT
1730
Heritage Trust
Oklahoma
$1.89M -$69.5K -121 -4%
HFRG
1731
Houlihan Financial Resource Group
Virginia
$1.88M -$2.33M -4,052 -55%
WWM
1732
Waterway Wealth Management
Texas
$1.88M +$230K +401 +14%
ACM
1733
AUA Capital Management
Pennsylvania
$1.88M – – –
FHC
1734
First Horizon Corporation
Tennessee
$1.88M +$1.89M +3,298 New
WIM
1735
Waverton Investment Management
United Kingdom
$1.87M -$501K -872 -21%
KLCM
1736
KG&L Capital Management
Louisiana
$1.87M -$1.77M -3,078 -48%
CCA
1737
Corps Capital Advisors
Texas
$1.87M +$3.45K +6 +0.2%
HCM
1738
HMS Capital Management
Tennessee
$1.86M -$31.6K -55 -2%
SFPG
1739
Stonebridge Financial Planning Group
Florida
$1.86M -$94.2K -164 -5%
IFS
1740
Intelligent Financial Strategies
Minnesota
$1.86M -$551K -959 -23%
MTIC
1741
Missouri Trust & Investment Company
Missouri
$1.86M – – –
FNT
1742
First National Trust
Pennsylvania
$1.85M +$186K +324 +11%
RLH
1743
RD Lewis Holdings
Florida
$1.85M +$74.7K +130 +4%
WA
1744
WBH Advisory
Maryland
$1.85M -$40.2K -70 -2%
FW
1745
FullCircle Wealth
Texas
$1.85M -$14.9K -26 -0.8%
JAG
1746
Journey Advisory Group
Kentucky
$1.85M +$1.72K +3 +0.1%
RGF
1747
Retirement Guys Formula
Ohio
$1.85M -$13.8K -24 -0.7%
VCM
1748
Versant Capital Management
Arizona
$1.84M +$459K +799 +33%
SSWM
1749
Sheets Smith Wealth Management
North Carolina
$1.84M -$5.74K -10 -0.3%
CL
1750
CVFG LLC
Indiana
$1.83M -$53.4K -93 -3%
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