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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2076
MBE Wealth Management
Wisconsin
$255K -$5.41K -218 -2%
FFG
2077
Frisch Financial Group
New York
$254K -$73.7K -2,970 -19%
MWA
2078
Muirfield Wealth Advisors
North Carolina
$254K +$1.59K +64 +0.5%
MCM
2079
Manchester Capital Management
Vermont
$254K +$31.2K +1,259 +11%
DI
2080
Disciplined Investments
Oklahoma
$254K -$3.72K -150 -1%
JWBC
2081
J.W. Burns & Co
New York
$254K -$20.9K -843 -6%
AWMM
2082
Aegis Wealth Management (Maryland)
Maryland
$254K +$20.9K +844 +7%
SAM
2083
Satovsky Asset Management
New York
$253K +$1.07K +43 +0.4%
CFA
2084
Collaborative Fund Advisors
Nevada
$253K +$304K +12,236 New
COFSG
2085
Carbahal Olsen Financial Services Group
California
$252K – – –
DFP
2086
Donalies Financial Planning
District of Columbia
$252K +$3.15K +127 +1%
SWM
2087
Selby Wealth Management
California
$252K – – –
BWP
2088
Baldwin Wealth Partners
Massachusetts
$252K -$7.64K -308 -2%
CRWM
2089
Castle Rock Wealth Management
California
$252K -$112K -4,522 -27%
MCWA
2090
Meadow Creek Wealth Advisors
Georgia
$252K -$259K -10,451 -46%
MAM
2091
MWA Asset Management
Massachusetts
$250K -$21.5K -868 -7%
OAM
2092
Oak Asset Management
California
$250K -$15.3K -617 -5%
RGF
2093
Retirement Guys Formula
Ohio
$250K -$9.38K -378 -3%
CFS
2094
CRA Financial Services
New Jersey
$249K +$9.83K +396 +3%
DJYG
2095
David J. Yvars Group
Florida
$248K -$4K -161 -1%
CI
2096
Cherokee Insurance
Michigan
$248K – – –
WG
2097
Warner Group
Connecticut
$248K +$297K +11,981 New
SWM
2098
Sculati Wealth Management
Michigan
$246K – – –
AI
2099
Accredited Investors
Minnesota
$246K – – –
LFIA
2100
Legacy Financial Independent Advisors
Kentucky
$246K -$25.1K -1,013 -8%
82 83
84
85 86