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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
3151
Francis Financial
$242K +$24.8K +281 +13%
KI
3152
KTF Investments
California
$242K – – –
SW
3153
StrongBox Wealth
Missouri
$242K – – –
PIMG
3154
Patriot Investment Management Group
Tennessee
$241K -$81.1K -920 -27%
PFG
3155
Prosperity Financial Group
California
$241K -$8.63K -98 -4%
BPC
3156
Bearing Point Capital
Minnesota
$241K – – –
WFS
3157
Widmann Financial Services
Maryland
$241K – – –
CFS
3158
Coordinated Financial Services
Colorado
$241K +$221K +2,510 New
OCM
3159
Osbon Capital Management
Massachusetts
$241K +$22K +250 +11%
HIF
3160
Hill Island Financial
Michigan
$241K +$20.2K +229 +10%
BCM
3161
Buckhead Capital Management
Georgia
$240K -$10.6K -120 -5%
AFA
3162
AllGen Financial Advisors
Florida
$240K – – –
SSA
3163
South Street Advisors
New York
$240K – – –
CFG
3164
Carter Financial Group
Illinois
$240K -$188K -2,139 -46%
AWP
3165
Avid Wealth Partners
Texas
$240K +$220K +2,497 New
CG
3166
Clifford Group
Massachusetts
$240K +$220K +2,497 New
WCM
3167
Warburton Capital Management
Oklahoma
$240K +$207K +2,353 New
MAG
3168
Mayfair Advisory Group
Alabama
$240K +$881 +10 +0.4%
RA
3169
Resolute Advisors
California
$239K +$219K +2,490 New
MGWM
3170
Marks Group Wealth Management
Minnesota
$239K -$43.5K -494 -17%
TWM
3171
Triton Wealth Management
Arizona
$239K – – –
EGWAG
3172
Elwood & Goetz Wealth Advisory Group
Georgia
$238K +$218K +2,479 New
WAM
3173
WNY Asset Management
New York
$238K +$218K +2,478 New
TA
3174
Townsend & Associates
Colorado
$238K +$1.94K +22 +0.9%
MWA
3175
Medallion Wealth Advisors
Connecticut
$238K +$12.4K +141 +6%
125 126
127
128 129