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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3701
AGH Wealth Advisors
Kansas
$3.87M – – –
MFGM
3702
Marshall Financial Group (Maryland)
Maryland
$3.87M +$22.2K +53 +0.5%
GA
3703
Gordian Advisors
Arizona
$3.87M -$5.44K -13 -0.1%
OWM
3704
Opes Wealth Management
California
$3.87M -$14.6K -35 -0.3%
LK
3705
Lumbard & Kellner
New Hampshire
$3.87M – – –
GPWA
3706
Great Point Wealth Advisors
Massachusetts
$3.87M -$10.5K -25 -0.2%
AGA
3707
Accuvest Global Advisors
Utah
$3.86M -$119K -285 -3%
OWA
3708
Outlook Wealth Advisors
Texas
$3.86M -$51K -122 -1%
NWMG
3709
National Wealth Management Group
Ohio
$3.85M -$257K -615 -6%
LFS
3710
Legacy Financial Strategies
Kansas
$3.85M +$179K +427 +4%
ABLA
3711
Alan B. Lancz & Associates
Ohio
$3.84M -$264K -630 -6%
AI
3712
AXS Investments
New York
$3.83M -$243K -580 -5%
SFC
3713
Swisher Financial Concepts
Ohio
$3.83M +$209K +500 +5%
PG
3714
Prostatis Group
Maryland
$3.83M +$405K +969 +10%
IFS
3715
Integrated Financial Solutions
Virginia
$3.83M +$495K +1,184 +13%
LGG
3716
Luts & Greenleigh Group
Maryland
$3.83M -$294K -702 -6%
BFG
3717
Birch Financial Group
New Hampshire
$3.82M +$309K +739 +8%
SFWC
3718
Strategic Family Wealth Counselors
New Jersey
$3.82M -$3.02M -7,211 -41%
BF
3719
Baring Financial
Washington
$3.82M +$338K +808 +8%
CMAI
3720
Capital Management Associates Inc
Minnesota
$3.82M +$181K +432 +4%
COCM
3721
Charter Oak Capital Management
New Hampshire
$3.82M +$100K +240 +2%
PC
3722
Port Capital
Illinois
$3.81M -$397K -948 -8%
PMSA
3723
Patrick M. Sweeney & Associates
Illinois
$3.81M +$6.28K +15 +0.1%
OGC
3724
Oak Grove Capital
New Hampshire
$3.81M +$918K +2,195 +27%
SFG
3725
Seamount Financial Group
Colorado
$3.81M +$492K +1,176 +13%
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149
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