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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
5426
Windsor Capital Management
Arizona
$545K +$3.08K +15 +0.6%
SA
5427
Strategic Advocates
Utah
$544K +$43.8K +213 +9%
AFS
5428
Access Financial Services
Minnesota
$540K -$3.91K -19 -0.7%
LFG
5429
Lockerman Financial Group
California
$540K -$24.3K -118 -4%
AFA
5430
Arlington Financial Advisors
California
$539K +$18.1K +88 +3%
NSG
5431
Nalls Sherbakoff Group
Tennessee
$538K +$206 +1 +0%
CCG
5432
Capital CS Group
California
$537K -$157K -763 -22%
OG
5433
Odyssey Group
Pennsylvania
$536K +$551K +2,681 New
VFG
5434
Valley Financial Group
Pennsylvania
$536K +$40.1K +195 +8%
BFS
5435
Baskin Financial Services
Ontario, Canada
$534K +$76.1K +370 +16%
OLA
5436
Oliver Luxxe Assets
New Jersey
$534K +$41.1K +200 +8%
APW
5437
Atlantic Private Wealth
North Carolina
$532K +$206 +1 +0%
HFA
5438
Highland Financial Advisors
New Jersey
$532K +$40.7K +198 +8%
ORG
5439
Optimist Retirement Group
Washington
$532K +$18.7K +91 +4%
AFG
5440
Arkansas Financial Group
Arkansas
$530K +$28K +136 +5%
O3W
5441
Omni 360 Wealth
New Jersey
$530K +$13K +63 +2%
BMA
5442
Brooks Moore & Associates
Tennessee
$529K – – –
RWP
5443
Reliant Wealth Planning
Kentucky
$528K +$81.2K +395 +18%
KAM
5444
KEB Asset Management
Illinois
$528K -$206 -1 -0%
MPW
5445
MA Private Wealth
California
$527K +$9.05K +44 +2%
AAMC
5446
Asset Allocation & Management Company
Illinois
$526K -$1.32M -6,441 -71%
BWM
5447
BCO Wealth Management
New Mexico
$526K -$51.4K -250 -9%
FFWA
5448
Forthright Family Wealth Advisory
Texas
$526K +$479K +2,332 +791%
SGWM
5449
Sterling Group Wealth Management
California
$525K -$367K -1,786 -40%
CGFA
5450
Colton Groome Financial Advisors
North Carolina
$524K +$35.2K +171 +7%
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