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Name Holding Trade Value Shares
Change 		Change in
Stake
LFGO
3501
Legacy Financial Group (Oklahoma)
Oklahoma
$495K +$91.1K +177 +25%
EA
3502
Emerald Advisors
Washington
$494K +$35K +68 +9%
CCM
3503
Chiron Capital Management
Florida
$492K – – –
CWM
3504
Cahaba Wealth Management
Georgia
$492K -$29.8K -58 -6%
EWM
3505
Echo Wealth Management
Minnesota
$492K -$74.6K -145 -15%
YWS
3506
Yarger Wealth Strategies
Ohio
$490K +$8.23K +16 +2%
CAG
3507
Compass Advisory Group
New York
$490K -$292K -568 -40%
FP
3508
Foundry Partners
Minnesota
$489K -$28.3K -55 -6%
S
3509
Sachetta
Massachusetts
$489K +$60.2K +117 +16%
WCAMG
3510
Woodard & Company Asset Management Group
North Carolina
$488K +$53K +103 +14%
CW
3511
Code Waechter
Florida
$488K +$439K +853 New
WA
3512
WESPAC Advisors
California
$488K -$7.72K -15 -2%
FG
3513
Fairman Group
Pennsylvania
$487K – – –
CPM
3514
Connective Portfolio Management
New York
$487K -$2.78M -5,400 -84%
BC
3515
Brio Consultants
California
$487K – – –
VR
3516
Valued Retirements
Texas
$487K – – –
VIM
3517
Vista Investment Management
Pennsylvania
$485K +$6.17K +12 +1%
PWA
3518
Provenance Wealth Advisors
Florida
$484K – – –
BWM
3519
Birchcreek Wealth Management
Ohio
$484K +$172K +334 +65%
LC
3520
LCNB Corp
Ohio
$483K – – –
GGV
3521
GG Group Ventures
Florida
$481K +$16.5K +32 +4%
OPOWM
3522
One Plus One Wealth Management
Florida
$481K – – –
SCA
3523
St. Clair Advisors
Ohio
$481K +$60.7K +118 +16%
BCP
3524
Blue Chip Partners
Michigan
$480K +$10.8K +21 +3%
AG
3525
Advocate Group
Minnesota
$479K -$193K -375 -31%
139 140
141
142 143