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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
4351
AWM Capital
Arizona
$346K +$618 +1 +0.2%
FCMA
4352
Foresight Capital Management Advisors
Michigan
$345K +$12.4K +20 +4%
SWM
4353
Stark Wealth Management
Pennsylvania
$345K +$6.18K +10 +2%
BAWM
4354
Bennett Associates Wealth Management
Pennsylvania
$345K +$289K +467 New
CWM
4355
Collaborative Wealth Management
Florida
$343K -$618 -1 -0.2%
ACGA
4356
Atlanta Consulting Group Advisors
Georgia
$342K -$63K -102 -18%
HCM
4357
Hudson Capital Management
New Jersey
$342K – – –
IFO
4358
Independent Family Office
New York
$342K -$185K -300 -39%
TC
4359
Tacita Capital
Ontario, Canada
$342K – – –
RFP
4360
Roth Financial Partners
Texas
$341K – – –
SHA
4361
Seneca House Advisors
Virginia
$340K +$284K +460 New
SPI
4362
Santori & Peters Inc
Pennsylvania
$340K -$7.42K -12 -3%
1NWS
4363
1 North Wealth Services
Maryland
$340K – – –
AT
4364
Avalon Trust
New Mexico
$339K – – –
MSA
4365
McAlister Sweet & Associates
Texas
$338K – – –
PC
4366
Port Capital
Illinois
$338K – – –
POIA
4367
Pin Oak Investment Advisors
Texas
$338K +$2.47K +4 +0.7%
TAM
4368
TCP Asset Management
Ohio
$337K -$33.4K -54 -11%
CIM
4369
Cambria Investment Management
California
$337K +$282K +457 New
SHFP
4370
Second Half Financial Partners
Florida
$337K -$55K -89 -16%
SF
4371
Seros Financial
Arizona
$336K -$14.2K -23 -5%
TIA
4372
Tiemann Investment Advisors
California
$336K – – –
CGFA
4373
Colton Groome Financial Advisors
North Carolina
$336K +$281K +455 New
SSWM
4374
Sheets Smith Wealth Management
North Carolina
$335K -$499K -807 -64%
XPN
4375
XY Planning Network
Montana
$335K +$281K +454 New
173 174
175
176 177