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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
4301
Level Financial Advisors
New York
$499K – – –
CFO
4302
Capitol Family Office
Oregon
$499K +$42.1K +63 +9%
TC
4303
Town Capital
Maryland
$498K +$504K +755 New
CBTWT
4304
Community Bank & Trust (Waco, Texas)
Texas
$498K -$130K -195 -21%
SPWM
4305
Schrum Private Wealth Management
Florida
$498K +$88.1K +132 +21%
VWM
4306
Vermillion Wealth Management
Minnesota
$497K +$130K +195 +35%
MSCM
4307
McElhenny Sheffield Capital Management
Texas
$497K +$84.8K +127 +20%
RIG
4308
Ramiah Investment Group
Wisconsin
$497K -$26.7K -40 -5%
FIA
4309
FPC Investment Advisory
California
$497K +$503K +753 New
BFG
4310
Beto Financial Group
Idaho
$497K +$469K +703 New
PA
4311
Planning Alternatives
Michigan
$494K -$540K -809 -52%
TWP
4312
Tower Wealth Partners
Pennsylvania
$494K -$395K -592 -44%
EWA
4313
Elevate Wealth Advisory
Georgia
$493K +$12.7K +19 +3%
OCFG
4314
O'Connor Financial Group
Illinois
$493K +$1.34K +2 +0.3%
HP
4315
Haven Private
Florida
$493K +$12.7K +19 +3%
RK
4316
Rather & Kittrell
Tennessee
$492K +$118K +177 +31%
PFA
4317
Pettinga Financial Advisors
Indiana
$492K +$61.4K +92 +14%
PK
4318
Pflug Koory
Nebraska
$492K +$50.1K +75 +11%
IWP
4319
Innova Wealth Partners
Pennsylvania
$492K +$148K +222 +42%
LAA
4320
Liberty Atlantic Advisors
Texas
$492K +$497K +745 New
LRWM
4321
Lord & Richards Wealth Management
Colorado
$491K +$50.1K +75 +11%
CPCP
4322
Cedar Point Capital Partners
Iowa
$490K -$6.68K -10 -1%
LFGO
4323
Legacy Financial Group (Oklahoma)
Oklahoma
$490K -$96.8K -145 -16%
TCG
4324
Transcendent Capital Group
Oklahoma
$490K -$508K -761 -51%
KPWG
4325
KFA Private Wealth Group
Virginia
$490K -$50.1K -75 -9%
171 172
173
174 175