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Name Holding Trade Value Shares
Change
Change in
Stake
WWC
1751
Waypoint Wealth Counsel
Georgia
$228K +$228K +1,555 New
CA
1752
Cambridge Advisors
Nebraska
$228K
SFS
1753
Summit Financial Strategies
Ohio
$228K
MCI
1754
MRP Capital Investments
Georgia
$228K
HNW
1755
High Note Wealth
Minnesota
$227K
LIG
1756
Lokken Investment Group
Delaware
$227K -$7.93K -54 -3%
BIG
1757
Brookwood Investment Group
Arizona
$227K +$227K +1,545 New
MFGM
1758
Marshall Financial Group (Maryland)
Maryland
$226K +$226K +1,541 New
SIM
1759
Sentry Investment Management
Wisconsin
$226K -$77.1K -525 -23%
DAS
1760
Diversify Advisory Services
Utah
$226K +$239K +1,630 New
PA
1761
Perennial Advisors
New York
$225K +$225K +1,532 New
LMKC
1762
L.M. Kohn & Company
Ohio
$224K -$8.08K -55 -3%
SWM
1763
Sagace Wealth Management
Florida
$223K +$223K +1,521 New
IHWM
1764
Iron Horse Wealth Management
Iowa
$223K
FWA
1765
Flagship Wealth Advisors
Massachusetts
$223K
MWA
1766
Meridian Wealth Advisors
Texas
$223K +$223K +1,517 New
LSWP
1767
Liberty Square Wealth Partners
Pennsylvania
$222K
LEA
1768
Legacy Edge Advisors
New York
$221K +$221K +1,505 New
RCG
1769
Regatta Capital Group
California
$221K +$221K +1,504 New
CFCI
1770
Comprehensive Financial Consultants Institutional
Indiana
$220K +$221K +1,501 New
CCM
1771
Copeland Capital Management
Pennsylvania
$220K
AA
1772
AF Advisors
California
$220K +$220K +1,500 New
ACM
1773
Armbruster Capital Management
New York
$220K +$220K +1,500 New
EW
1774
Enzi Wealth
Texas
$220K +$233K +1,586 New
RWA
1775
Redhawk Wealth Advisors
Minnesota
$220K +$220K +1,499 New