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Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
2726
Legacy Edge Advisors
New York
$356K -$398 -2 -0.1%
PMFA
2727
Plante Moran Financial Advisors
Michigan
$356K -$155K -780 -30%
HIA
2728
HTG Investment Advisors
Connecticut
$356K – – –
MFG
2729
Mosaic Financial Group
Illinois
$356K +$1.19K +6 +0.3%
WA
2730
WESPAC Advisors
California
$356K – – –
FWP
2731
Falcon Wealth Planning
California
$355K +$27.2K +137 +8%
WMA
2732
Wealth Management Associates
New Jersey
$353K – – –
PBO
2733
Peoples Bank (Ohio)
Ohio
$351K -$15.5K -78 -4%
HIM
2734
Hanlon Investment Management
New Jersey
$350K -$29K -146 -7%
AZ
2735
Alpha Zero
Florida
$350K +$1.59K +8 +0.4%
ACP
2736
Arcus Capital Partners
Georgia
$350K -$1.2M -6,014 -77%
SSC
2737
Syverson Strege & Co
Iowa
$349K -$3.38K -17 -0.9%
JCFM
2738
JBR Co Financial Management
Oklahoma
$348K – – –
EP
2739
Essential Planning
New Hampshire
$348K +$11.3K +57 +3%
ACM
2740
AUA Capital Management
Pennsylvania
$347K – – –
KW
2741
Keyvantage Wealth
Pennsylvania
$347K +$75.6K +380 +27%
FNBSF
2742
First National Bank Sioux Falls
South Dakota
$346K -$15.3K -77 -4%
FWA
2743
FORM Wealth Advisors
Wisconsin
$345K -$47.7K -240 -12%
CPW
2744
Cogent Private Wealth
Florida
$345K +$27.2K +137 +8%
AWA
2745
Aletheian Wealth Advisors
Washington
$345K +$356K +1,788 New
LWA
2746
Legacy Wealth Advisors
Florida
$345K +$76K +382 +27%
MWA
2747
Medallion Wealth Advisors
Connecticut
$344K -$21.1K -106 -6%
IRP
2748
Investment Research Partners
Pennsylvania
$344K – – –
WAG
2749
Wallace Advisory Group
California
$344K -$64.4K -324 -15%
M
2750
MOTCO
Texas
$344K +$13.5K +68 +4%
108 109
110
111 112