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Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
4101
Southland Equity Partners
Missouri
$534K +$88.4K +138 +17%
SWMG
4102
Sard Wealth Management Group
Georgia
$534K +$129K +201 +27%
BWS
4103
Broadway Wealth Solutions
Texas
$532K +$31.4K +49 +6%
RWM
4104
Rolek Wealth Management
Pennsylvania
$531K – – –
NB
4105
Northwest Bancshares
Pennsylvania
$530K – – –
EFG
4106
Elm3 Financial Group
Georgia
$529K -$1.28K -2 -0.2%
1WM
4107
1900 Wealth Management
Texas
$529K -$164K -256 -22%
BSAM
4108
Blue Square Asset Management
New York
$529K +$9.61K +15 +2%
SFS
4109
Security Financial Services
Indiana
$529K -$16K -25 -3%
KG
4110
Kilter Group
New York
$527K +$82K +128 +16%
CCWP
4111
Cedar Cove Wealth Partners
Minnesota
$527K -$36.5K -57 -6%
MBI
4112
May Barnhard Investments
Maryland
$526K -$5.77K -9 -1%
EWS
4113
Eagle Wealth Strategies
New Jersey
$526K +$22.4K +35 +4%
BWP
4114
Barlow Wealth Partners
Kentucky
$526K -$21.7M -33,818 -98%
OWM
4115
Orgel Wealth Management
Wisconsin
$525K -$12.8K -20 -2%
AP
4116
Atwood & Palmer
Missouri
$525K -$46.8K -73 -7%
CCAL
4117
City Center Advisors LLC
Michigan
$523K +$172K +269 +42%
RAS
4118
RPS Advisory Solutions
Kentucky
$520K -$156K -244 -21%
LAM
4119
Lountzis Asset Management
Pennsylvania
$519K – – –
ACM
4120
Arlington Capital Management
Illinois
$519K -$62.8K -98 -10%
WAM
4121
Worth Asset Management
Texas
$519K +$60.9K +95 +12%
MMHP
4122
Murphy Middleton Hinkle & Parker
Georgia
$519K +$581K +907 New
CCM
4123
Colorado Capital Management
Colorado
$514K +$3.2K +5 +0.6%
LC
4124
LCNB Corp
Ohio
$514K +$6.41K +10 +1%
PIA
4125
Powell Investment Advisors
Florida
$513K +$14.1K +22 +3%
163 164
165
166 167