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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
4376
Biltmore Wealth Management
Arizona
$349K -$48.3K -149 -13%
LFG
4377
Leverty Financial Group
Wisconsin
$347K +$335K +1,032 New
HF
4378
Halpern Financial
Virginia
$345K +$72.3K +223 +28%
SFMG
4379
Sage Financial Management Group
Virginia
$345K +$333K +1,026 New
TCFP
4380
Treasure Coast Financial Planning
Florida
$345K +$333K +1,026 New
MAP
4381
Milestone Advisory Partners
North Carolina
$344K – – –
CIM
4382
Chiron Investment Management
New York
$343K +$330K +1,019 New
WIM
4383
Warwick Investment Management
Texas
$343K +$331K +1,020 New
TWM
4384
Tanglewood Wealth Management
Texas
$342K +$21.4K +66 +7%
MWM
4385
Maltin Wealth Management
New Jersey
$341K +$6.16K +19 +2%
HCA
4386
Hyperion Capital Advisors
New York
$339K – – –
IFA
4387
Interactive Financial Advisors
Illinois
$336K – – –
AIA
4388
Armor Investment Advisors
North Carolina
$334K -$1.95K -6 -0.6%
PWM
4389
Provident Wealth Management
Tennessee
$331K +$319K +983 New
SWM
4390
Shakespeare Wealth Management
Wisconsin
$330K -$35.3K -109 -10%
CBT
4391
Capital Bank & Trust
California
$330K – – –
MWM
4392
MorganRosel Wealth Management
Colorado
$330K – – –
SW
4393
Simplicity Wealth
New Jersey
$330K +$318K +980 New
SFG
4394
Steward Financial Group
Texas
$330K +$318K +982 New
OTL
4395
Oak Thistle LLC
New York
$328K +$316K +974 New
DACG
4396
Donor Advised Charitable Giving
California
$327K -$9.91M -30,576 -97%
TB
4397
Terril Brothers
Missouri
$320K – – –
AC
4398
Avant Capital
Louisiana
$320K +$308K +950 New
WCWM
4399
Wooster Corthell Wealth Management
Connecticut
$319K -$101K -312 -25%
SWMG
4400
Sanchez Wealth Management Group
Florida
$317K – – –
174 175
176
177 178