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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
5401
ForthRight Wealth Management
Georgia
$475K +$20.5K +110 +5%
GAM
5402
Gould Asset Management
California
$475K +$189K +1,015 +66%
JGCM
5403
Joseph Group Capital Management
Ohio
$474K +$473K +2,540 New
HWA
5404
Heritage Wealth Architects
Minnesota
$473K +$202K +1,084 +75%
SIAM
5405
Sterling Investment Advisors (Missouri)
Missouri
$469K – – –
AFG
5406
Arkansas Financial Group
Arkansas
$469K +$35.9K +193 +8%
RF
5407
Robinswood Financial
Washington
$467K +$4.47K +24 +1%
IA
5408
Icon Advisers
Colorado
$466K +$465K +2,500 New
FFWA
5409
Forthright Family Wealth Advisory
Texas
$466K -$402K -2,159 -46%
IA
5410
IF Advisors
Texas
$463K +$462K +2,482 New
OFI
5411
Outbound Financial Inc
Colorado
$463K +$83.8K +450 +22%
DAM
5412
Diamant Asset Management
Connecticut
$462K – – –
PP
5413
Pingora Partners
Wyoming
$462K – – –
FF
5414
Friedenthal Financial
New Jersey
$461K +$55.8K +300 +14%
COFSG
5415
Carbahal Olsen Financial Services Group
California
$461K +$9.12K +49 +2%
SNBOSCI
5416
Security National Bank of Sioux City Iowa
Iowa
$460K +$9.31K +50 +2%
HWMG
5417
Harbour Wealth Management Group
South Carolina
$458K +$457K +2,457 New
SA
5418
Seneschal Advisors
Washington
$457K -$46.5K -250 -9%
B
5419
Bedminster
South Carolina
$457K +$456K +2,450 New
AWM
5420
Act Wealth Management
Texas
$456K -$33.9K -182 -7%
ACM
5421
Armbruster Capital Management
New York
$455K – – –
AWA
5422
Ark Wealth Advisors
California
$454K +$453K +2,435 New
IWB
5423
Innovative Wealth Building
Maryland
$454K +$89.2K +479 +25%
FS
5424
Ferguson Shapiro
Georgia
$452K +$126K +677 +39%
GPWA
5425
Great Point Wealth Advisors
Massachusetts
$452K -$47.8K -257 -10%
215 216
217
218 219