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Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
3001
Advisor Resource Council
Texas
$271K +$352K +3,262 New
TW
3002
Towerpoint Wealth
California
$271K -$5.82K -54 -2%
SHF
3003
Stage Harbor Financial
Massachusetts
$270K +$11.2K +104 +4%
RIS
3004
Richmond Investment Services
Wisconsin
$270K +$21.9K +203 +8%
PFT
3005
Providence First Trust
Arizona
$270K -$193K -1,790 -38%
LLWM
3006
Life Line Wealth Management
California
$270K – – –
CIC
3007
Crawford Investment Counsel
Georgia
$268K -$12.8K -119 -4%
WA
3008
WESPAC Advisors
California
$267K -$58.2K -540 -16%
JAG
3009
Journey Advisory Group
Kentucky
$267K -$5.39K -50 -2%
EA
3010
Echo45 Advisors
California
$265K +$10.8K +100 +4%
CCP
3011
Clarkston Capital Partners
Michigan
$264K -$37.7K -350 -11%
CWM
3012
C2C Wealth Management
Arizona
$264K – – –
RWMG
3013
Redwood Wealth Management Group
New Jersey
$264K +$73.8K +685 +32%
KIG
3014
Kennedy Investment Group
New Jersey
$264K +$303K +2,815 New
BWP
3015
Baldwin Wealth Partners
Massachusetts
$263K -$317K -2,940 -51%
GWM
3016
GSB Wealth Management
Connecticut
$263K +$3.23K +30 +1%
AV
3017
Aspiring Ventures
Ohio
$263K +$302K +2,800 New
EAN
3018
Excelsior Advisor Network
Colorado
$263K +$302K +2,800 New
SHWA
3019
Safe Harbor Wealth Advisors
Ohio
$262K +$373K +3,458 New
RA
3020
Rubicon Advisors
California
$261K +$301K +2,789 New
SP
3021
Symmetry Partners
Connecticut
$261K -$69.8K -647 -19%
FWM
3022
Fonville Wealth Management
Virginia
$261K +$30.3K +281 +11%
UCB
3023
United Community Bank
South Carolina
$261K -$150K -1,390 -33%
PMG
3024
ProVise Management Group
Florida
$261K – – –
WMP
3025
Wealth Management Partners
Arizona
$261K +$300K +2,779 New
119 120
121
122 123