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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
5126
Alternative Investment Advisors
Florida
$1.02M -$984K -2,309 -49%
OWA
5127
Oak Wealth Advisors
Illinois
$1.02M +$1.03M +2,424 New
FA
5128
Fortis Advisors
Pennsylvania
$1.02M +$6.39K +15 +0.6%
WAG
5129
Wheelhouse Advisory Group
Missouri
$1.02M +$47.3K +111 +5%
ATI
5130
ARK & TLK Investments
Oklahoma
$1.02M -$17.9K -42 -2%
IWB
5131
Innovative Wealth Building
Maryland
$1.02M +$1.03M +2,411 New
CFG
5132
CMC Financial Group
Georgia
$1.01M -$31.9K -75 -3%
VFG
5133
V2 Financial group
Illinois
$1.01M +$402K +943 +65%
SHF
5134
Stage Harbor Financial
Massachusetts
$1.01M -$53.2K -125 -5%
AGA
5135
Arkos Global Advisors
Texas
$1.01M +$22.1K +52 +2%
BWA
5136
BlueSky Wealth Advisors
North Carolina
$1.01M +$26K +61 +3%
AA
5137
AlphaQ Advisors
Florida
$1.01M – – –
MWM
5138
Melfa Wealth Management
Massachusetts
$1M +$97.1K +228 +11%
BMC
5139
Bear Mountain Capital
Washington
$1M -$28.1K -66 -3%
LFA
5140
Level Financial Advisors
New York
$1M +$11.9K +28 +1%
IWA
5141
Integrity Wealth Advisors
California
$1M +$1.01M +2,374 New
TWG
5142
The Wealth Group
Minnesota
$1M +$11.9K +28 +1%
WWA
5143
Wingate Wealth Advisors
Massachusetts
$998K +$1.01M +2,368 New
AFP
5144
Alpha Financial Partners
Kentucky
$996K +$498K +1,170 +98%
FIC
5145
Family Investment Center
Missouri
$994K +$57.5K +135 +6%
GC
5146
Giverny Capital
Quebec, Canada
$992K +$1M +2,354 New
MFF
5147
Michels Family Financial
Texas
$991K +$1M +2,351 New
MC
5148
McMorgan & Co
California
$988K -$15.3K -36 -2%
BAWM
5149
Bennett Associates Wealth Management
Pennsylvania
$985K +$321K +753 +48%
MBFW
5150
Morton Brown Family Wealth
Pennsylvania
$985K – – –
204 205
206
207 208