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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
5451
GenWealth Group
New Jersey
$583K +$15.3K +36 +3%
AAG
5452
Avalon Advisory Group
Pennsylvania
$582K – – –
TC
5453
TAGStone Capital
North Carolina
$579K +$30.2K +71 +5%
BFP
5454
Briaud Financial Planning
Texas
$578K +$159K +374 +38%
WIC
5455
Whitegate Investment Counselors
New Hampshire
$576K +$426 +1 +0.1%
OKSA
5456
O'Keefe Stevens Advisory
New York
$574K – – –
ECM
5457
EMC Capital Management
Texas
$573K -$3.45M -8,110 -86%
LWA
5458
LifeGoal Wealth Advisors
New York
$572K +$578K +1,357 New
LKBC
5459
L.K. Benson & Company
Maryland
$572K +$578K +1,357 New
LWA
5460
Ledgewood Wealth Advisors
New Hampshire
$569K – – –
VFG
5461
Valley Financial Group
Pennsylvania
$567K +$5.11K +12 +0.9%
LAM
5462
Lifestyle Asset Management
Texas
$566K +$37.1K +87 +7%
MFGP
5463
Marshall Financial Group (Pennsylvania)
Pennsylvania
$566K – – –
GWM
5464
Grand Wealth Management
Michigan
$565K -$6.82K -16 -1%
LFA
5465
LifeGuide Financial Advisors
Pennsylvania
$564K +$201K +472 +55%
OFG
5466
Opulen Financial Group
Virginia
$563K +$569K +1,336 New
LFWA
5467
LBJ Family Wealth Advisors
Texas
$562K -$5.54K -13 -1%
AC
5468
Attessa Capital
Arizona
$560K +$566K +1,329 New
JCIA
5469
Jackson Creek Investment Advisors
Colorado
$560K +$426 +1 +0.1%
NLWP
5470
Next Level Wealth Planning
Idaho
$559K +$565K +1,327 New
FF
5471
Financial Futures
New Jersey
$559K -$35.4K -83 -6%
CMP
5472
Courage Miller Partners
Virginia
$555K -$33.2K -78 -6%
BBWP
5473
Beacon Bridge Wealth Partners
Pennsylvania
$552K – – –
GFG
5474
Grantvest Financial Group
New Jersey
$551K +$557K +1,307 New
CWM
5475
Capital Wealth Management
Rhode Island
$550K – – –
217 218
219
220 221