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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2351
AmeriFlex Group
Nevada
$741K +$682K +1,253 +1,279%
LT
2352
Legacy Trust
Michigan
$737K -$43.6K -80 -6%
MFC
2353
Morris Financial Concepts
South Carolina
$734K -$29.4K -54 -4%
RWA
2354
Redhawk Wealth Advisors
Minnesota
$732K -$29.9K -55 -4%
RP
2355
Rice Partnership
Hawaii
$732K – – –
1WA
2356
180 Wealth Advisors
Washington
$731K -$77.8K -143 -10%
DWM
2357
Dogwood Wealth Management
Kansas
$729K +$36.5K +67 +5%
MC
2358
Matisse Capital
Oregon
$728K +$544 +1 +0.1%
CT
2359
Colonial Trust
South Carolina
$727K -$63.1K -116 -8%
AWAP
2360
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$725K -$27.8K -51 -4%
CAM
2361
Claret Asset Management
Quebec, Canada
$724K -$697K -1,280 Closed
PWM
2362
Proathlete Wealth Management
Florida
$724K -$544 -1 -0.1%
NFG
2363
Nadler Financial Group
Illinois
$722K +$41.4K +76 +6%
TNA
2364
True North Advisors
Texas
$721K -$12K -22 -2%
FCB
2365
First County Bank
Connecticut
$720K -$13.6K -25 -2%
HKIM
2366
Hayek Kallen Investment Management
Alabama
$720K – – –
RFG
2367
Range Financial Group
Oregon
$719K +$132K +243 +23%
MW
2368
MBL Wealth
North Carolina
$719K +$25.6K +47 +4%
WFA
2369
Wellspring Financial Advisors
Ohio
$719K +$1.63K +3 +0.2%
MCWA
2370
Meadow Creek Wealth Advisors
Georgia
$718K -$2.72K -5 -0.4%
CPA
2371
Cardiff Park Advisors
California
$718K – – –
HP
2372
Haven Private
Florida
$716K +$35.4K +65 +5%
PHWM
2373
Pine Harbor Wealth Management
Maryland
$714K +$544 +1 +0.1%
CAM
2374
Cidel Asset Management
Ontario, Canada
$713K – – –
WC
2375
Weil Company
California
$712K +$1.09K +2 +0.2%
93 94
95
96 97