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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4901
WESPAC Advisors
California
$1.33M – – –
AWA
4902
Arbor Wealth Advisors
Michigan
$1.33M +$393K +923 +41%
W
4903
WorthPointe
California
$1.33M -$14.1K -33 -1%
RB
4904
Richmond Brothers
Michigan
$1.33M -$420K -987 -24%
SWA
4905
Sightline Wealth Advisors
Connecticut
$1.33M +$426 +1 +0%
DIP
4906
Davis Investment Partners
North Carolina
$1.33M +$208K +489 +18%
AA
4907
Aufman Associates
Pennsylvania
$1.33M -$6.82K -16 -0.5%
MWG
4908
Martin Worley Group
Utah
$1.33M +$1.34M +3,155 New
NWM
4909
Nova Wealth Management
Florida
$1.33M +$1.34M +3,154 New
BF
4910
Brogan Financial
Tennessee
$1.33M +$27.7K +65 +2%
MFC
4911
Morris Financial Concepts
South Carolina
$1.33M +$48.1K +113 +4%
TWM
4912
Trinity Wealth Management
Pennsylvania
$1.33M +$54.9K +129 +4%
MWM
4913
McNaughton Wealth Management
California
$1.32M +$37.9K +89 +3%
GWSA
4914
Global Wealth Strategies & Associates
Colorado
$1.32M +$62.2K +146 +5%
HFF
4915
Halter Ferguson Financial
Indiana
$1.32M +$160K +376 +14%
WCP
4916
Welch Capital Partners
New York
$1.32M – – –
SHFP
4917
Second Half Financial Partners
Florida
$1.32M -$3.83K -9 -0.3%
FH
4918
Financial Harvest
Florida
$1.32M +$1.33M +3,129 New
KAM
4919
KEB Asset Management
Illinois
$1.32M -$162K -380 -11%
LRIC
4920
Long Road Investment Counsel
Michigan
$1.31M – – –
VFP
4921
Verus Financial Partners
Virginia
$1.31M -$8.52K -20 -0.6%
FGG
4922
Financial Guidance Group
Florida
$1.3M -$10.6K -25 -0.8%
WWM
4923
Wiser Wealth Management
Georgia
$1.3M +$227K +532 +21%
IAG
4924
Ipsen Advisor Group
Arkansas
$1.3M +$1.31M +3,083 New
GSF
4925
Grove Street Fiduciary
New Hampshire
$1.3M +$1.31M +3,076 New
195 196
197
198 199