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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
3276
MBA Advisors
Pennsylvania
$552K +$186K +4,020 +56%
DP
3277
Denver PWM
Colorado
$549K -$70.9K -1,530 -12%
LA
3278
Lifeworks Advisors
Michigan
$548K +$189K +4,080 +58%
GSC
3279
Grey Street Capital
Illinois
$548K -$174K -3,760 -25%
AA
3280
AlphaQ Advisors
Florida
$548K -$414K -8,940 -45%
WFA
3281
WMG Financial Advisors
Tennessee
$547K +$168K +3,620 +49%
CP
3282
Cumberland Partners
Ontario, Canada
$547K +$255K +5,500 +97%
MCM
3283
Mendel Capital Management
Arkansas
$547K – – –
PHIC
3284
Pine Haven Investment Counsel
Massachusetts
$547K -$9.27K -200 -2%
FWP
3285
Falcon Wealth Planning
California
$546K +$127K +2,750 +33%
RFA
3286
Register Financial Advisors
Georgia
$545K +$337K +7,270 +195%
MWM
3287
MBE Wealth Management
Wisconsin
$545K +$2.32K +50 +0.5%
EL
3288
EMFO LLC
Florida
$545K – – –
LWMG
3289
Levy Wealth Management Group
Pennsylvania
$544K +$10.7K +230 +2%
SC
3290
Sonen Capital
California
$542K – – –
ACC
3291
Acorn Creek Capital
Colorado
$541K +$506K +10,920 New
WRPWM
3292
Werba Rubin Papier Wealth Management
California
$540K -$160K -3,460 -24%
IW
3293
Imprint Wealth
South Carolina
$540K +$68.6K +1,480 +18%
RH
3294
RFG Holdings
Texas
$537K +$142K +3,070 +40%
IA
3295
Inspire Advisors
Idaho
$536K -$10.2K -220 -2%
CCA
3296
Catalyst Capital Advisors
New York
$536K +$107K +2,300 +27%
ECM
3297
Elgethun Capital Management
South Dakota
$534K +$1.39K +30 +0.3%
HWA
3298
Heartwood Wealth Advisors
Virginia
$533K -$26K -560 -5%
TCOO
3299
Trust Company of Oklahoma
Oklahoma
$533K +$499K +10,760 New
AC
3300
ASB Consultores
Florida
$531K -$209K -4,510 -30%
130 131
132
133 134