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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
5726
ADG Wealth Management Group
Louisiana
$269K +$277K +1,345 New
CWAG
5727
Compton Wealth Advisory Group
Virginia
$269K -$9.05K -44 -3%
MPW
5728
MGO Private Wealth
California
$268K – – –
HA
5729
Hamel Associates
New Jersey
$268K +$15.6K +76 +6%
MCFP
5730
Mallini Complete Financial Planning
Florida
$267K – – –
1CM
5731
1492 Capital Management
Wisconsin
$266K -$28.6K -139 -9%
HA
5732
Heartland Advisors
Wisconsin
$266K – – –
PFA
5733
Presper Financial Architects
Ohio
$266K +$17.1K +83 +7%
MWP
5734
Moller Wealth Partners
$265K -$7.61K -37 -3%
ST
5735
Sentinel Trust
Texas
$265K -$29.2K -142 -10%
NIA
5736
NIA Impact Advisors
California
$263K -$1.58M -7,699 -85%
AFP
5737
ATLas Financial Planning
Georgia
$263K -$18.5K -90 -6%
DFS
5738
Demming Financial Services
Ohio
$263K +$270K +1,312 New
XAU
5739
XP Advisory US
Florida
$263K +$270K +1,312 New
DMIC
5740
Dixon Mitchell Investment Counsel
British Columbia, Canada
$262K -$134K -654 -33%
FWM
5741
Forteris Wealth Management
New York
$261K +$268K +1,305 New
AWM
5742
Absher Wealth Management
North Carolina
$259K – – –
RFP
5743
RCS Financial Planning
Maryland
$259K +$266K +1,293 New
AFTS
5744
American Financial & Tax Strategies
New York
$259K – – –
AWMNY
5745
Arcadia Wealth Management (New York)
New York
$258K +$19.9K +97 +8%
LP
5746
LGL Partners
Pennsylvania
$258K +$411 +2 +0.2%
OAM
5747
Oxford Asset Management
United Kingdom
$258K +$265K +1,290 New
DMKJ
5748
David M. Knott Jr
$256K – – –
NCG
5749
Newport Capital Group
New Jersey
$255K -$1.47M -7,138 -85%
T2I
5750
Turim 21 Investimentos
Brazil
$254K – – –
228 229
230
231 232