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Name Holding Trade Value Shares
Change
Change in
Stake
BW
3001
BIP Wealth
Georgia
– -$203K -7,995 Closed
AFC
3002
AFT Forsyth & Company
Florida
– -$202K -7,955 Closed
BFS
3003
Beacon Financial Strategies
North Carolina
– -$201K -7,920 Closed
MFG
3004
Mosaic Financial Group
Illinois
– -$201K -7,918 Closed
JCFM
3005
JBR Co Financial Management
Oklahoma
– -$201K -7,917 Closed
WH
3006
Willner & Heller
California
– -$200K -7,911 Closed
BOM
3007
Bank of Marin
California
– -$200K -7,900 Closed
SIAG
3008
Safeguard Investment Advisory Group
California
– -$200K -7,895 Closed
GFPC
3009
Global Financial Private Client
Florida
– -$192K -7,562 Closed
WF
3010
Wayfinding Financial
Washington
– -$161K -6,376 Closed
WAG
3011
Wiser Advisor Group
Arizona
– -$161K -6,360 Closed
SFGP
3012
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$153K -6,035 Closed
Cohen & Steers
3013
Cohen & Steers
New York
– -$139K -5,500 Closed
FAM
3014
Flaharty Asset Management
Florida
– -$135K -5,343 Closed
MFA
3015
McClarren Financial Advisors
Pennsylvania
– -$134K -4,977 Closed
CWM
3016
Compass Wealth Management
Connecticut
– -$126K -4,956 Closed
WPA
3017
West Paces Advisors
Georgia
– -$113K -4,450 Closed
LFA
3018
LGT Financial Advisors
Texas
– -$103K -4,051 Closed
DI
3019
DAGCO Inc
Ohio
– -$66.7K -2,633 Closed
CWC
3020
Carolinas Wealth Consulting
North Carolina
– -$63.5K -2,506 Closed
WW
3021
Winnow Wealth
Texas
– -$57.8K -2,282 Closed
FH
3022
Financial Harvest
Florida
– -$1.01M -2,263 Closed
GWMI
3023
Guardian Wealth Management (Illinois)
Illinois
– -$55.9K -2,205 Closed
PPWM
3024
PFG Private Wealth Management
Florida
– -$52.6K -2,076 Closed
AF
3025
Abound Financial
California
– -$49.2K -1,941 Closed