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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
4201
Hibernia Wealth Partners
Louisiana
$427K +$358K +579 New
IIA
4202
Integrity Investment Advisors
Colorado
$426K -$23.5K -38 -6%
EWP
4203
Elevation Wealth Partners
California
$426K – – –
JGIA
4204
Jackson Grant Investment Advisers
Connecticut
$426K – – –
TCM
4205
Tuttle Capital Management
Connecticut
$426K +$357K +577 New
FL
4206
FreeGulliver LLC
Louisiana
$425K -$48.8K -79 -12%
NCM
4207
Northwest Capital Management
Oregon
$425K -$482K -780 -58%
AAS
4208
AdviceOne Advisory Services
Connecticut
$424K – – –
LWAM
4209
Legacy Wealth Asset Management
Minnesota
$424K -$2.47K -4 -0.7%
PPW
4210
PACK Private Wealth
Minnesota
$424K – – –
CICC
4211
Capital Investment Counsel (Colorado)
Colorado
$424K -$112K -181 -24%
OAJ
4212
Ogorek Anthony Joseph
New York
$423K -$17.9K -29 -5%
MFGP
4213
Marshall Financial Group (Pennsylvania)
Pennsylvania
$423K – – –
GIM
4214
Gold Investment Management
Alberta, Canada
$422K -$8.65K -14 -2%
AGA
4215
Arkos Global Advisors
Texas
$421K -$3.09K -5 -0.9%
SWA
4216
Strata Wealth Advisors
Texas
$421K +$11.7K +19 +3%
CF
4217
Clarity Financial
Texas
$419K -$66.7K -108 -16%
AFS
4218
Access Financial Services
Minnesota
$419K – – –
MQWP
4219
Morey & Quinn Wealth Partners
Nebraska
$419K – – –
CWMA
4220
Capstone Wealth Management (Alabama)
Alabama
$418K – – –
SG
4221
Strid Group
Pennsylvania
$417K -$59.9K -97 -15%
TI
4222
Truepoint Inc
Ohio
$417K -$34.6K -56 -9%
CWM
4223
Chronos Wealth Management
Florida
$417K – – –
CFGA
4224
Cambridge Financial Group (Arizona)
Arizona
$417K -$111K -180 -24%
GLLW
4225
Graves Light Lenhart Wealth
Virginia
$416K +$348K +563 New
167 168
169
170 171