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Name Holding Trade Value Shares
Change 		Change in
Stake
TR
5751
Tepp RIA
New Jersey
$282K +$290K +1,411 New
SG
5752
Sharper & Granite
California
$281K – – –
WPA
5753
Winning Points Advisors
Florida
$280K +$206 +1 +0.1%
HBWM
5754
Hollow Brook Wealth Management
New York
$279K +$286K +1,392 New
CSI
5755
Clark & Stuart Inc
Maine
$278K – – –
SFP
5756
Sherwood Financial Partners
California
$278K – – –
FFA
5757
Fi3 Financial Advisors
Indiana
$278K -$8.82M -42,897 -89%
RSF
5758
Rik Saylor Financial
Ohio
$278K +$285K +1,388 New
SFC
5759
Summit Financial Consulting
Michigan
$277K – – –
WBCM
5760
Wilson & Boucher Capital Management
California
$277K -$11.3K -55 -4%
CFS
5761
CGC Financial Services
Oregon
$277K – – –
MHB
5762
Midwest Heritage Bank
Iowa
$277K +$284K +1,382 New
AFG
5763
Altiora Financial Group
Ohio
$276K +$8.84K +43 +3%
JIG
5764
Junk Investment Group
Maryland
$275K – – –
RWRC
5765
R.W. Roge & Company
New York
$274K – – –
BLWM
5766
Bucket List Wealth Management
Florida
$274K +$281K +1,367 New
CWGL
5767
Cedrus Wealth Group LLC
Minnesota
$274K -$1.77M -8,591 -86%
MWM
5768
Meritas Wealth Management
California
$273K -$29.6K -144 -10%
AC
5769
AlpenGlobal Capital
California
$272K -$8.22K -40 -3%
ACA
5770
Ackerman Capital Advisors
Texas
$270K – – –
TBNY
5771
Trustco Bank (New York)
New York
$270K – – –
AWMG
5772
ADG Wealth Management Group
Louisiana
$269K +$277K +1,345 New
CWAG
5773
Compton Wealth Advisory Group
Virginia
$269K -$9.05K -44 -3%
MPW
5774
MGO Private Wealth
California
$268K – – –
HA
5775
Hamel Associates
New Jersey
$268K +$15.6K +76 +6%
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231
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