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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
4051
Augustine Asset Management
Florida
$412K +$31.6K +49 +7%
EFG
4052
Elm3 Financial Group
Georgia
$411K +$73.5K +114 +19%
FEM
4053
Fulcrum Equity Management
Texas
$410K +$29K +45 +7%
MPW
4054
Magnolia Private Wealth
Pennsylvania
$410K +$145K +224 +46%
CGH
4055
CMG Global Holdings
Texas
$410K -$1.29K -2 -0.3%
SGWM
4056
Sterling Group Wealth Management
California
$409K +$3.87K +6 +0.9%
MS
4057
Mizuho Securities
Japan
$409K +$452K +700 +7,000%
GRA
4058
Golden Road Advisors
Florida
$409K -$1.29K -2 -0.3%
WFA
4059
WestHill Financial Advisors
California
$408K +$5.81K +9 +1%
W
4060
Wealthquest
Ohio
$407K -$16.1K -25 -3%
SPAS
4061
Spectrum Planning & Advisory Services
California
$407K +$645 +1 +0.1%
AWM
4062
Altus Wealth Management
Kentucky
$407K +$1.29K +2 +0.3%
RW
4063
REDW Wealth
New Mexico
$406K -$281K -435 -38%
IIM
4064
Ironwood Investment Management
Massachusetts
$406K – – –
BMD
4065
Better Money Decisions
New Mexico
$406K -$6.45K -10 -1%
SRC
4066
Shufro Rose & Co
New York
$405K -$3.87K -6 -0.8%
MWA
4067
Medallion Wealth Advisors
Connecticut
$405K +$80K +124 +22%
LWA
4068
Lowe Wealth Advisors
Maryland
$405K – – –
EWM
4069
Edge Wealth Management
New York
$405K +$161K +250 +55%
SHWM
4070
Smith & Howard Wealth Management
Georgia
$404K -$20K -31 -4%
AIP
4071
Alexis Investment Partners
Texas
$404K +$452K +700 New
RIA
4072
RPG Investment Advisory
California
$404K +$217K +337 +93%
RMAM
4073
Raab & Moskowitz Asset Management
New Jersey
$403K +$65.2K +101 +17%
NCM
4074
NCM Capital Management
New Jersey
$403K – – –
SWMG
4075
Sard Wealth Management Group
Georgia
$402K -$6.45K -10 -1%
161 162
163
164 165