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Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
4376
Ogorek Anthony Joseph
New York
$2.39M +$26K +61 +1%
PRI
4377
Prepared Retirement Institute
Pennsylvania
$2.38M -$230K -539 -9%
AWM
4378
Abound Wealth Management
Tennessee
$2.38M +$6.82K +16 +0.3%
SWM
4379
Shepherd Wealth Management
Ohio
$2.37M +$2.4M +5,628 New
APW
4380
Aurora Private Wealth
New Jersey
$2.37M +$18.3K +43 +0.8%
IWA
4381
Inspirion Wealth Advisors
Illinois
$2.37M -$5.96K -14 -0.2%
AWMG
4382
Alliance Wealth Management Group
New Jersey
$2.37M +$10.6K +25 +0.4%
JFG
4383
JMG Financial Group
Illinois
$2.37M -$11.1K -26 -0.5%
TPW
4384
Talon Private Wealth
Florida
$2.36M +$575K +1,349 +32%
MEAC
4385
M.E. Allison & Co
Texas
$2.36M +$2.39M +5,600 New
MIM
4386
Macroview Investment Management
Maryland
$2.36M +$6.82K +16 +0.3%
3F
4387
360 Financial
Minnesota
$2.36M -$293K -687 -11%
PWM
4388
Partners Wealth Management
California
$2.35M +$2.38M +5,582 New
AFO
4389
Arrowroot Family Office
California
$2.35M +$1.23M +2,894 +108%
CAM
4390
Campion Asset Management
Virginia
$2.34M – – –
WMA
4391
William Mack & Associates
Michigan
$2.34M +$2.37M +5,559 New
WA
4392
WPG Advisers
Maryland
$2.34M +$2.36M +5,552 New
NFG
4393
Northeast Financial Group
Pennsylvania
$2.34M +$38.8K +91 +2%
BAS
4394
Breakthru Advisory Services
Wisconsin
$2.34M +$2.36M +5,548 New
KWM
4395
KFG Wealth Management
Indiana
$2.34M +$21.7K +51 +0.9%
SGWM
4396
Sterling Group Wealth Management
California
$2.33M +$10.6K +25 +0.5%
M1FG
4397
Mach-1 Financial Group
Arkansas
$2.33M +$388K +912 +20%
DA
4398
Doliver Advisors
Texas
$2.33M +$158K +372 +7%
GSAM
4399
Grant Street Asset Management
Pennsylvania
$2.32M -$4.68K -11 -0.2%
GIM
4400
Groesbeck Investment Management
New Jersey
$2.32M -$394K -925 -14%
174 175
176
177 178