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Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
4126
Barnes Pettey Financial Advisors
Mississippi
$2.45M -$57.1K -140 -2%
BMM
4127
Berkshire Money Management
Massachusetts
$2.44M -$524K -1,285 -16%
SHJ
4128
Sharkey, Howes & Javer
Colorado
$2.44M -$107K -263 -4%
GC
4129
Gruss & Co
Florida
$2.44M -$612K -1,500 -19%
EGWAG
4130
Elwood & Goetz Wealth Advisory Group
Georgia
$2.44M -$793K -1,944 -23%
MCM
4131
Magnolia Capital Management
New York
$2.44M – – –
CWMGP
4132
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.44M -$462K -1,132 -15%
SWG
4133
Summit Wealth Group
Vermont
$2.43M -$18.3K -45 -0.7%
VWA
4134
VSM Wealth Advisory
Maryland
$2.43M -$8.97K -22 -0.3%
WLIM
4135
White Lighthouse Investment Management
Massachusetts
$2.43M +$90.1K +221 +4%
CA
4136
CWC Advisors
Oregon
$2.43M +$1.07M +2,626 +68%
OAS
4137
Optivise Advisory Services
Tennessee
$2.43M +$73.8K +181 +3%
EHWM
4138
Eads & Heald Wealth Management
Georgia
$2.43M -$60.7K -149 -2%
VAF
4139
Values Added Financial
District of Columbia
$2.43M -$183K -448 -6%
RDFA
4140
Ritter Daniher Financial Advisory
Ohio
$2.42M -$23.2K -57 -0.9%
DGM
4141
Delta Global Management
New York
$2.42M -$47.5M -116,417 -95%
FA
4142
Fiducient Advisors
Illinois
$2.42M -$2.16M -5,304 -45%
RA
4143
RoundAngle Advisors
New Jersey
$2.42M +$40K +98 +2%
HFS
4144
Hopwood Financial Services
Virginia
$2.42M +$78.3K +192 +3%
EWM
4145
Elmwood Wealth Management
California
$2.42M -$50.6K -124 -2%
OCPWS
4146
One Charles Private Wealth Services
Massachusetts
$2.41M +$50.6K +124 +2%
PSCM
4147
Per Stirling Capital Management
Texas
$2.41M -$97.8K -240 -4%
RW
4148
RVW Wealth
California
$2.41M -$133K -325 -5%
RCM
4149
Requisite Capital Management
Texas
$2.41M -$923K -2,264 -26%
MWPCG
4150
Measured Wealth Private Client Group
New Hampshire
$2.41M -$245K -601 -9%
164 165
166
167 168