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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
5501
Cordant Inc
Oregon
$576K – – –
MFGP
5502
Marshall Financial Group (Pennsylvania)
Pennsylvania
$573K +$7.65K +15 +1%
HWMT
5503
Heritage Wealth Management (Texas)
Texas
$573K – – –
LWM
5504
Latko Wealth Management
Illinois
$573K -$40.8K -80 -7%
CCG
5505
Capital CS Group
California
$568K -$169K -331 -23%
SC
5506
Swan Capital
Florida
$568K +$11.2K +22 +2%
RFP
5507
Roth Financial Partners
Texas
$567K – – –
TCTWM
5508
Three Cord True Wealth Management
Pennsylvania
$565K -$20.9K -41 -4%
MFG
5509
Mendota Financial Group
Wisconsin
$564K – – –
AFS
5510
Axiom Financial Strategies
Indiana
$562K -$189K -370 -25%
RWA
5511
Redmont Wealth Advisors
Illinois
$561K – – –
SA
5512
Sunesis Advisors
Kansas
$560K +$552K +1,082 New
SWM
5513
SpringVest Wealth Management
Texas
$560K +$510 +1 +0.1%
FIC
5514
Family Investment Center
Missouri
$559K -$161K -315 -23%
RWP
5515
Ridgeline Wealth Planning
Ohio
$558K +$83.2K +163 +18%
CCA
5516
Cottonwood Capital Advisors
Utah
$557K -$1.98M -3,884 -78%
FWM
5517
FMA Wealth Management
Massachusetts
$553K -$10.2K -20 -2%
LWMI
5518
Legacy Wealth Management (Idaho)
Idaho
$551K +$9.69K +19 +2%
HP
5519
Highlander Partners
Texas
$544K – – –
SWM
5520
Stonebridge Wealth Management
Illinois
$543K +$3.57K +7 +0.7%
BWA
5521
Bestgate Wealth Advisors
Maryland
$542K +$23.5K +46 +5%
MGWA
5522
Monument Group Wealth Advisors
Massachusetts
$542K -$153K -299 -22%
WWWM
5523
White Wing Wealth Management
Texas
$541K +$54.1K +106 +11%
PS
5524
Pinney & Scofield
Massachusetts
$540K – – –
GWA
5525
Gutierrez Wealth Advisory
Arkansas
$538K -$180K -352 -25%
219 220
221
222 223