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Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
3401
Heritage Oak Wealth Advisors
Florida
$462K +$446K +917 New
PPW
3402
Pasadena Private Wealth
California
$462K -$22.8K -47 -5%
JF
3403
JSF Financial
California
$462K +$5.35K +11 +1%
FP
3404
Foundry Partners
Minnesota
$459K – – –
BTC
3405
Bank & Trust Company
Illinois
$458K +$442K +909 New
AWM
3406
Aspire Wealth Management
Massachusetts
$456K +$486 +1 +0.1%
MWM
3407
Mosley Wealth Management
California
$455K -$8.75K -18 -2%
FA
3408
Financial Avengers
California
$454K +$10.7K +22 +3%
LF
3409
LifeSteps Financial
California
$454K +$34K +70 +8%
STAS
3410
Strong Tower Advisory Services
Minnesota
$454K +$437K +900 New
MCM
3411
MidAtlantic Capital Management
Virginia
$452K -$8.75K -18 -2%
MMHP
3412
Murphy Middleton Hinkle & Parker
Georgia
$452K – – –
PFM
3413
Phillips Financial Management
Indiana
$451K +$154K +317 +55%
HCM
3414
Hilton Capital Management
New York
$451K +$24.3K +50 +6%
SW
3415
SMART Wealth
Nebraska
$451K +$132K +272 +44%
VF
3416
VitalStone Financial
Texas
$450K +$24.3K +50 +6%
FNB
3417
Farmers National Bank
Kentucky
$450K -$2.43K -5 -0.6%
LB
3418
Legacy Bridge
Iowa
$449K – – –
WAOI
3419
Wealth Advisors of Iowa
Iowa
$449K – – –
DFA
3420
DHJJ Financial Advisors
Illinois
$449K -$486 -1 -0.1%
VFG
3421
Victory Financial Group
Texas
$448K +$432K +889 New
AW
3422
Avion Wealth
Texas
$448K +$10.2K +21 +2%
DF
3423
DecisionPoint Financial
Arizona
$448K +$44.2K +91 +11%
GWM
3424
GoalFusion Wealth Management
Texas
$448K – – –
PRI
3425
Prepared Retirement Institute
Pennsylvania
$447K +$486 +1 +0.1%
135 136
137
138 139