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Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3151
Berry Wealth Group
Texas
$639K +$67.6K +139 +12%
BWM
3152
Brickley Wealth Management
California
$638K -$9.72K -20 -2%
PAG
3153
Paladin Advisory Group
Iowa
$638K – – –
SMG
3154
Smart Money Group
Texas
$637K +$268K +551 +70%
JE
3155
JMAC Enterprises
Pennsylvania
$637K +$260K +534 +73%
HJGA
3156
Hardman Johnston Global Advisors
Connecticut
$636K – – –
MFG
3157
Monte Financial Group
Connecticut
$634K +$197K +405 +48%
CWR
3158
Chico Wealth RIA
California
$633K -$15.6K -32 -2%
CAM
3159
Chesapeake Asset Management
New York
$633K -$9.72K -20 -2%
SIM
3160
Studio Investment Management
Illinois
$632K -$22.8K -47 -4%
KBFS
3161
Kohmann Bosshard Financial Services
Ohio
$632K – – –
VWM
3162
Vigilare Wealth Management
Arizona
$631K +$4.86K +10 +0.8%
WPA
3163
West Paces Advisors
Georgia
$631K – – –
EWA
3164
Emergent Wealth Advisors
New York
$629K +$25.8K +53 +5%
ONST
3165
Old North State Trust
North Carolina
$629K +$8.26K +17 +1%
TH
3166
TCTC Holdings
Texas
$629K – – –
OAS
3167
Optivise Advisory Services
Tennessee
$628K +$605K +1,245 New
AF
3168
Apollon Financial
South Carolina
$627K -$972 -2 -0.2%
WGAM
3169
Wilkinson Global Asset Management
New York
$625K +$85.1K +175 +16%
SP
3170
Successful Portfolios
Florida
$625K -$45.2K -93 -7%
AWA
3171
Acorn Wealth Advisors
Michigan
$623K +$41.8K +86 +7%
HNWA
3172
Henrickson Nauta Wealth Advisors
Michigan
$622K -$6.8K -14 -1%
PG
3173
Prostatis Group
Maryland
$621K -$6.32K -13 -1%
RA
3174
Regis Acquisition
Colorado
$620K – – –
CCG
3175
Capital CS Group
California
$620K +$597K +1,229 New
125 126
127
128 129