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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
2276
Summit Financial Wealth Advisors
Louisiana
$528K +$449K +5,098 +222%
GRWP
2277
Green Ridge Wealth Planning
New Jersey
$528K -$4.84K -55 -0.7%
PWM
2278
Pines Wealth Management
North Carolina
$528K -$48.3K -548 -7%
BWM
2279
BCS Wealth Management
Tennessee
$528K +$6.25K +71 +1%
MFC
2280
Mechanics Financial Corp
Ohio
$528K +$18K +204 +3%
JCM
2281
Jacobsen Capital Management
Utah
$527K -$15.9K -180 -2%
OFG
2282
Omega Financial Group
California
$527K +$3.17K +36 +0.5%
FWP
2283
Falcon Wealth Planning
California
$525K -$5.64K -64 -0.9%
FWM
2284
Focused Wealth Management
New York
$525K +$14K +159 +2%
EFSCE
2285
Enterprise Financial Services Corp (EFSC)
Missouri
$524K +$118K +1,337 +22%
KHC
2286
Koesten Hirschmann & Crabtree
Kansas
$524K +$2.64K +30 +0.4%
SC
2287
Solstein Capital
California
$523K +$220K +2,500 +52%
MWP
2288
Momentum Wealth Planning
Florida
$523K -$881 -10 -0.1%
IA
2289
IFC Advisors
California
$521K -$10.6K -120 -2%
CSIC
2290
Clifford Swan Investment Counsel
California
$520K -$36.5K -415 -5%
APW
2291
Aurora Private Wealth
New Jersey
$520K -$14.6K -166 -2%
VFA
2292
Voya Financial Advisors
Connecticut
$518K -$85.8K -974 -12%
AGA
2293
Arch Global Advisors
New York
$516K +$8.45K +96 +1%
MTIC
2294
Missouri Trust & Investment Company
Missouri
$516K +$83.7K +950 +15%
OWA
2295
Octavia Wealth Advisors
Ohio
$514K -$127K -1,443 -17%
WPW
2296
Waldron Private Wealth
Pennsylvania
$513K +$51.7K +587 +9%
NLA
2297
Northern Lights Advisors
Washington
$513K +$18.8K +213 +3%
IASG
2298
Investment Advisory Services Group
Florida
$513K +$97.2K +1,104 +18%
WDG
2299
Wealth Dimensions Group
Ohio
$512K +$9.69K +110 +2%
FMN
2300
Financial Management Network
California
$511K -$1.85K -21 -0.3%
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