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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
4326
Sage Investment Counsel
Tennessee
$490K -$2.67K -4 -0.5%
SFS
4327
Summit Financial Strategies
Ohio
$489K +$96.8K +145 +24%
FGWP
4328
Founders Grove Wealth Partners
Virginia
$489K -$158K -236 -24%
TIM
4329
Total Investment Management
Arizona
$489K – – –
SNBOSD
4330
Security National Bank of So Dak
Iowa
$488K – – –
WG
4331
Warner Group
Connecticut
$488K +$152K +228 +45%
WP
4332
WealthSpring Partners
California
$487K +$493K +738 New
PPWM
4333
PFG Private Wealth Management
Florida
$487K -$144K -216 -23%
GWSA
4334
Global Wealth Strategies & Associates
Colorado
$487K +$11.4K +17 +2%
CTFG
4335
Capstone Triton Financial Group
Oklahoma
$486K +$33.4K +50 +7%
HBWM
4336
Hollow Brook Wealth Management
New York
$485K -$209K -313 -30%
RWM
4337
Refined Wealth Management
Utah
$485K +$245K +367 +100%
WWM
4338
WJ Wealth Management
Arizona
$485K -$20.7K -31 -4%
SWMG
4339
Sard Wealth Management Group
Georgia
$484K +$5.34K +8 +1%
FF
4340
Foronjy Financial
California
$482K +$47.4K +71 +11%
SIP
4341
Snowwater Investment Partners
Connecticut
$481K +$487K +729 New
GCM
4342
G2 Capital Management
Ohio
$481K +$32.1K +48 +7%
AWP
4343
Axis Wealth Partners
Rhode Island
$480K -$23.4K -35 -5%
MA
4344
MKT Advisors
California
$479K +$668 +1 +0.1%
BI
4345
Ballast Inc
Kentucky
$479K +$60.1K +90 +14%
RRWA
4346
Rainey & Randall Wealth Advisors
Florida
$477K -$66.8K -100 -12%
EP
4347
Ehrenkranz Partners
New York
$476K +$248K +371 +106%
HFS
4348
Heritage Financial Services
Massachusetts
$474K +$60.8K +91 +15%
SA
4349
SAM Advisors
California
$474K +$11.4K +17 +2%
TSS
4350
Taylor Securities Services
Pennsylvania
$474K +$479K +717 New
172 173
174
175 176