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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
4226
Access Financial Services
Minnesota
$327K – – –
MQWP
4227
Morey & Quinn Wealth Partners
Nebraska
$327K +$10.3K +16 +3%
OCM
4228
Objective Capital Management
Ohio
$327K -$849K -1,316 -70%
LWMT
4229
Legacy Wealth Management (Tennessee)
Tennessee
$327K -$163K -252 -31%
OFG
4230
Opulen Financial Group
Virginia
$326K +$7.1K +11 +2%
ACGA
4231
Atlanta Consulting Group Advisors
Georgia
$326K -$35.5K -55 -9%
CWMA
4232
Capstone Wealth Management (Alabama)
Alabama
$326K – – –
CWM
4233
Chronos Wealth Management
Florida
$326K – – –
RHAM
4234
Round Hill Asset Management
California
$325K +$364K +564 New
FBB
4235
Fulton Breakefield Broenniman
Maryland
$324K +$363K +563 New
SCA
4236
Southern Capital Advisors
Tennessee
$324K +$8.39K +13 +2%
BST
4237
Bath Savings Trust
Maine
$324K +$47.7K +74 +15%
VFG
4238
Valley Financial Group
Pennsylvania
$323K -$17.4K -27 -5%
WWMSC
4239
Wagner Wealth Management (South Carolina)
South Carolina
$322K +$22.6K +35 +7%
OFP
4240
OLIO Financial Planning
Virginia
$322K +$8.39K +13 +2%
SFG
4241
Sather Financial Group
Texas
$322K -$130K -201 -26%
MWP
4242
Meriwether Wealth & Planning
Louisiana
$319K +$11.6K +18 +3%
LBC
4243
Leigh Baldwin & Co
New York
$319K -$159K -246 -31%
WWA
4244
Wingate Wealth Advisors
Massachusetts
$319K +$14.2K +22 +4%
AFS
4245
Axiom Financial Strategies
Indiana
$318K +$87.1K +135 +32%
SWA
4246
Strata Wealth Advisors
Texas
$318K -$126K -196 -26%
CB
4247
Centennial Bank
Arkansas
$317K – – –
HP
4248
Highlander Partners
Texas
$317K – – –
NA
4249
Nordwand Advisors
Pennsylvania
$317K – – –
AWA
4250
Adapt Wealth Advisors
Georgia
$316K +$23.2K +36 +7%
168 169
170
171 172