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Name Holding Trade Value Shares
Change 		Change in
Stake
OG
5726
Odyssey Group
Pennsylvania
$536K +$581K +1,436 New
CWM
5727
Core Wealth Management
Florida
$534K -$38K -94 -6%
SFSG
5728
Sound Financial Strategies Group
Mississippi
$534K -$2.83K -7 -0.5%
GPCM
5729
Guardsman Private Capital Management
Florida
$532K – – –
PPW
5730
PACK Private Wealth
Minnesota
$532K – – –
BBL
5731
Beck Bode LLC
Massachusetts
$530K +$36.4K +90 +7%
DFG
5732
Dynamic Financial Group
Iowa
$529K +$15K +37 +3%
BFA
5733
Bright Financial Advisors
Michigan
$528K -$157K -389 -22%
FIA
5734
FPC Investment Advisory
California
$527K – – –
CWP
5735
Corepath Wealth Partners
Arizona
$526K +$47.7K +118 +9%
EL
5736
EQ LLC
Washington
$525K +$136K +337 +31%
TPWM
5737
Torrey-Payne Wealth Management
California
$524K +$14.2K +35 +3%
FIG
5738
FSA Investment Group
Florida
$523K +$148K +365 +35%
DFG
5739
DiPaolo Financial Group
Florida
$523K +$15K +37 +3%
PP
5740
PDT Partners
New York
$522K -$3.97M -9,800 -88%
AWM
5741
Altus Wealth Management
Kentucky
$522K +$23.9K +59 +4%
DWA
5742
Delta Wealth Advisors
Indiana
$521K +$40.5K +100 +8%
OAM
5743
Oxford Asset Management
United Kingdom
$520K +$251K +620 +80%
ARA
5744
Approach Retirement Advisors
Alabama
$519K +$38.8K +96 +7%
GWA
5745
Genesis Wealth Advisors
Massachusetts
$517K – – –
BFP
5746
Briaud Financial Planning
Texas
$517K – – –
CFGSD
5747
Compass Financial Group (South Dakota)
South Dakota
$516K -$3.64K -9 -0.6%
LHEI
5748
Leo H. Evart Inc
California
$513K +$15K +37 +3%
TFP
5749
Triune Financial Partners
Kansas
$513K +$45.3K +112 +9%
CFG
5750
Cornerstone Financial Group
Nebraska
$512K -$17.8K -44 -3%
228 229
230
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