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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2801
Enzi Wealth
Texas
$266K +$25.4K +288 +9%
LFA
2802
Level Financial Advisors
New York
$266K – – –
MFG
2803
Monte Financial Group
Connecticut
$265K +$92.1K +1,046 +39%
MIM
2804
Marco Investment Management
Georgia
$265K -$39.6K -450 -11%
BC
2805
Brio Consultants
California
$265K +$15.8K +179 +5%
BZWA
2806
Blue Zone Wealth Advisors
California
$265K +$17.6K +200 +6%
HFS
2807
Hopwood Financial Services
Virginia
$264K -$1.76K -20 -0.5%
CFA
2808
CWS Financial Advisors
Michigan
$264K +$7.75K +88 +2%
TM
2809
TigerOak Management
New Mexico
$264K – – –
CWM
2810
Concentrum Wealth Management
California
$264K +$40.8K +463 +14%
DPI
2811
Diversified Portfolios Inc
Michigan
$263K +$65.6K +745 +25%
BMWM
2812
Brown Miller Wealth Management
Virginia
$263K – – –
OPWM
2813
Oregon Pacific Wealth Management
Oregon
$262K +$323K +3,672 New
HGA
2814
Hobbs Group Advisors
South Carolina
$262K -$443K -5,033 -58%
BAG
2815
Bridgewealth Advisory Group
California
$261K +$8.81K +100 +3%
HWA
2816
Heritage Wealth Architects
Minnesota
$261K +$3.35K +38 +1%
CCAM
2817
Cascades Capital Asset Management
North Carolina
$261K – – –
PIA
2818
Powell Investment Advisors
Florida
$261K – – –
CFGA
2819
Cambridge Financial Group (Arizona)
Arizona
$260K +$1.06K +12 +0.3%
RTC
2820
Real Talk Capital
Tennessee
$260K +$321K +3,647 New
4WM
2821
44 Wealth Management
Oregon
$260K +$59.2K +672 +23%
SGI
2822
Swan Global Investments
Colorado
$260K +$85.2K +967 +36%
PMSA
2823
Patrick M. Sweeney & Associates
Illinois
$259K +$27.3K +310 +9%
LWA
2824
LifeGoal Wealth Advisors
New York
$259K +$123K +1,391 +62%
CAC
2825
Core Alternative Capital
Georgia
$259K +$51.1K +580 +19%
111 112
113
114 115