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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1851
Stiles Financial Services
Minnesota
$229K +$675 +8 +0.3%
AM
1852
Atwater Malick
Pennsylvania
$229K -$17K -202 -7%
SWGC
1853
Summit Wealth Group (Colorado)
Colorado
$228K -$437K -5,176 -66%
RFWA
1854
RPg Family Wealth Advisory
Massachusetts
$228K +$9.87K +117 +5%
WIA
1855
Wealthedge Investment Advisors
New York
$228K +$253 +3 +0.1%
WG
1856
Wealth Group
North Carolina
$228K +$228K +2,703 New
JJBC
1857
James J. Burns & Company
New York
$228K -$18.9K -224 -8%
WDG
1858
Wealth Dimensions Group
Ohio
$228K -$34K -403 -13%
CAM
1859
CPA Asset Management
Florida
$228K +$228K +2,703 New
MWM
1860
Marion Wealth Management
Pennsylvania
$228K -$54.1K -641 -22%
SMC
1861
Smith, Moore & Co
Missouri
$227K -$102K -1,208 -31%
MUMSS
1862
Mitsubishi UFJ Morgan Stanley Securities
Japan
$227K +$227K +2,693 New
CWM
1863
Centric Wealth Management
Illinois
$226K +$208K +2,468 New
VA
1864
Valmark Advisers
Ohio
$226K -$599K -7,106 -73%
JAG
1865
Journey Advisory Group
Kentucky
$226K +$3.71K +44 +2%
GAG
1866
GM Advisory Group
New York
$225K +$225K +2,669 New
BF
1867
bLong Financial
Tennessee
$225K – – –
EP
1868
EPIQ Partners
Minnesota
$225K +$84 +1 +0%
ANBT
1869
American National Bank & Trust
Texas
$224K +$3.21K +38 +1%
EWM
1870
Evolution Wealth Management
Florida
$224K +$216K +2,561 +2,561%
TC
1871
Tannin Capital
North Carolina
$223K +$224K +2,652 New
ES
1872
ETF Store
Kansas
$223K +$5.4K +64 +2%
DC
1873
DeDora Capital
California
$222K -$54.5K -646 -20%
HWM
1874
HRC Wealth Management
Idaho
$222K -$77.6K -920 -26%
CCA
1875
Childress Capital Advisors
Texas
$222K -$43.9K -520 -16%
73 74
75
76 77