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Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
4376
O'Dell Group
Ohio
$729K -$666K -4,833 -47%
OWA
4377
ORBA Wealth Advisors
Illinois
$729K +$75.1K +545 +11%
VV
4378
Verity & Verity
South Carolina
$728K +$52.4K +380 +8%
AWM
4379
Act Wealth Management
Texas
$727K -$4.13K -30 -0.6%
SC
4380
Shearwater Capital
Colorado
$727K – – –
TFP
4381
Tilia Fiduciary Partners
North Carolina
$726K -$17.6K -128 -2%
OAJ
4382
Ogorek Anthony Joseph
New York
$725K – – –
MAP
4383
Moody Aldrich Partners
Massachusetts
$725K -$153K -1,107 -17%
SWM
4384
SpringVest Wealth Management
Texas
$724K +$743K +5,389 New
SWP
4385
ShoreHaven Wealth Partners
New Jersey
$722K -$49.3K -358 -6%
KG
4386
Kilter Group
New York
$720K +$739K +5,365 New
ARC
4387
Advisor Resource Council
Texas
$720K -$2.37M -17,193 -76%
HAS
4388
HBW Advisory Services
California
$720K -$462K -3,352 -10%
TFG
4389
Taylor Financial Group
Virginia
$719K +$8.68K +63 +1%
VI
4390
VanderPol Investments
Michigan
$719K +$29.2K +212 +4%
MLA
4391
MB, Levis & Associates
Pennsylvania
$717K -$138K -999 -16%
SIA
4392
Summit Investment Advisors
Maryland
$717K +$730K +5,297 New
GIP
4393
Greatmark Investment Partners
Georgia
$715K +$362K +2,625 +97%
EL
4394
EQ LLC
Washington
$712K – – –
AA
4395
AF Advisors
California
$709K – – –
WA
4396
Waterford Advisors
New York
$709K -$143K -1,034 -16%
CAC
4397
Core Alternative Capital
Georgia
$708K -$183K -1,329 -20%
SIA
4398
SGL Investment Advisors
Montana
$707K +$35K +254 +5%
AFG
4399
Altiora Financial Group
Ohio
$706K +$2.76K +20 +0.4%
FPTW
4400
Franklin, Parlapiano, Turner & Welch
Texas
$706K – – –
174 175
176
177 178