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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
476
Legacy Wealth Advisors
Florida
$277K – – –
BEI
477
Benjamin Edwards Inc
Missouri
$277K -$164K -2,894 -37%
BWP
478
Baldwin Wealth Partners
Massachusetts
$274K – – –
LWM
479
Lodestone Wealth Management
Washington
$274K +$5.1K +90 +2%
E
480
EntreWealth
Texas
$271K – – –
BMCM
481
Bryn Mawr Capital Management
Pennsylvania
$271K +$113 +2 +0%
BLFG
482
Brian Low Financial Group
Louisiana
$270K – – –
SWP
483
Strategic Wealth Partners
Ohio
$270K – – –
GAM
484
Griffin Asset Management
New York
$264K -$415K -7,312 -61%
GSWM
485
Greenup Street Wealth Management
Michigan
$263K -$2.36M -41,567 -90%
EFP
486
Elser Financial Planning
Indiana
$260K +$266K +4,687 New
CWM
487
Cedar Wealth Management
California
$259K +$96.6K +1,703 +60%
ZF
488
Zhang Financial
Michigan
$259K – – –
FTUS
489
Flow Traders U.S.
New York
$258K +$257K +4,525 New
WAOTB
490
Wealth Advisors of Tampa Bay
Florida
$257K -$22.7K -400 -8%
PAYA
491
Phil A. Younker & Associates
Alaska
$257K +$255K +4,500 New
HH
492
Hilltop Holdings
Texas
$257K -$184K -3,237 -42%
NAM
493
NTV Asset Management
West Virginia
$255K – – –
AWE
494
Avidian Wealth Enterprises
Texas
$251K +$249K +4,393 New
IFG
495
Independent Financial Group
California
$249K -$431K -7,595 -63%
IC
496
IEQ Capital
California
$247K -$14.2K -250 -5%
JIP
497
Jaffetilchin Investment Partners
Florida
$247K -$680 -12 -0.3%
MCM
498
Mattern Capital Management
Colorado
$245K – – –
EPW
499
Evolve Private Wealth
California
$244K -$53.6K -945 -18%
WAAG
500
Wealth Alliance Advisory Group
Kansas
$244K +$242K +4,270 New
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