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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
4201
Ehrlich Financial Group
California
$426K -$3.07K -26 -0.7%
AFGAS
4202
Allegiance Financial Group Advisory Services
Virginia
$425K +$49.6K +420 +14%
ACM
4203
Argyle Capital Management
Pennsylvania
$425K – – –
SFO
4204
Standard Family Office
South Dakota
$425K – – –
HRC
4205
Hoertkorn Richard Charles
$424K +$8.27K +70 +2%
RFS
4206
Retirement Financial Solutions
Tennessee
$424K +$12.9K +109 +3%
GSAM
4207
Grant Street Asset Management
Pennsylvania
$423K +$67.6K +572 +20%
LRPA
4208
L. Roy Papp & Associates
Arizona
$422K +$10K +85 +3%
FFM
4209
Flagstone Financial Management
Nebraska
$419K +$118K +1,002 +41%
SFWA
4210
Summit Financial Wealth Advisors
Louisiana
$417K +$74.4K +630 +22%
FWM
4211
Fingerlakes Wealth Management
New York
$417K +$31.8K +269 +8%
CSWG
4212
Cardinal Strategic Wealth Guidance
Kentucky
$416K +$10.2K +86 +3%
PWA
4213
Peterson Wealth Advisors
Utah
$416K +$48.2K +408 +14%
FPWM
4214
FSB Premier Wealth Management
Iowa
$415K +$138K +1,171 +52%
CFG
4215
Clayton Financial Group
Missouri
$414K +$371K +3,144 +1,195%
WFG
4216
Wills Financial Group
Virginia
$411K +$17.7K +150 +5%
SC
4217
Schubert & Co
Texas
$410K +$399K +3,380 New
MMM
4218
Mendel Money Management
Illinois
$409K – – –
CCM
4219
Cohen Capital Management
California
$409K +$194K +1,640 +95%
NLP
4220
Next Level Private
New York
$409K +$54.3K +460 +16%
SGWM
4221
Sterling Group Wealth Management
California
$407K +$94.7K +802 +31%
MIM
4222
Macroview Investment Management
Maryland
$405K +$13.6K +115 +4%
CRIG
4223
Charter Research & Investment Group
Connecticut
$404K +$126K +1,065 +47%
MCM
4224
McRae Capital Management
New Jersey
$404K +$393K +3,325 New
SEA
4225
Stegent Equity Advisors
Texas
$403K +$392K +3,319 New
167 168
169
170 171