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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
4176
Momentum Wealth Planning
Florida
$470K -$492K -804 -49%
BGAI
4177
Bruce G. Allen Investments
Colorado
$470K -$12.2K -20 -2%
VV
4178
Verity & Verity
South Carolina
$470K -$84.4K -138 -14%
VW
4179
Veridan Wealth
Oregon
$468K +$22.6K +37 +5%
JHC
4180
J. Hagan Capital
Kentucky
$468K -$6.12K -10 -1%
SPW
4181
Signet Private Wealth
Illinois
$467K -$130K -212 -20%
AWM
4182
Able Wealth Management
New Jersey
$466K +$163K +267 +44%
SG
4183
Sankala Group
Colorado
$466K +$108K +177 +26%
JWWM
4184
Johnson & White Wealth Management
Pennsylvania
$465K +$11K +18 +2%
OCFG
4185
O'Connor Financial Group
Illinois
$465K +$45.9K +75 +10%
BVP
4186
Bristlecone Value Partners
California
$465K -$611 -1 -0.1%
CCM
4187
Colorado Capital Management
Colorado
$464K -$45.9K -75 -8%
EWA
4188
Exit Wealth Advisors
Georgia
$463K -$37.9K -62 -7%
VIM
4189
Vista Investment Management
Pennsylvania
$462K +$1.22K +2 +0.2%
LJHT
4190
Laurie J. Hall Trustee
$462K -$30.6K -50 -6%
PRI
4191
Prepared Retirement Institute
Pennsylvania
$461K +$21.4K +35 +4%
AWM
4192
Aberdeen Wealth Management
Illinois
$460K -$277K -453 -19%
VR
4193
Valued Retirements
Texas
$460K -$20.8K -34 -4%
ICM
4194
Intrepid Capital Management
Florida
$460K +$7.34K +12 +1%
EWM
4195
Edge Wealth Management
New York
$459K – – –
ACA
4196
Aspire Capital Advisors
Washington
$459K -$14.1K -23 -3%
GFG
4197
GR Financial Group
Arizona
$458K +$41.6K +68 +9%
MCM
4198
Marathon Capital Management
Maryland
$457K +$497K +812 New
CWL
4199
Causey Wealth LLC
Colorado
$457K – – –
WFPG
4200
Waller Financial Planning Group
Ohio
$456K +$91.1K +149 +23%
166 167
168
169 170