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Name Holding Trade Value Shares
Change 		Change in
Stake
API
2551
Asset Planning Inc
California
$856K +$53.6K +130 +6%
GL
2552
Gerber LLC
Ohio
$856K +$4.12K +10 +0.4%
EGWAG
2553
Elwood & Goetz Wealth Advisory Group
Georgia
$856K +$30.1K +73 +3%
MFGM
2554
Marshall Financial Group (Maryland)
Maryland
$855K -$44.5K -108 -4%
ESC
2555
Eurizon SLJ Capital
$855K -$522K -1,268 -36%
BWA
2556
Blodgett Wealth Advisors
California
$855K -$41.2K -100 -4%
TWM
2557
TCFG Wealth Management
California
$855K +$93.5K +227 +11%
TIA
2558
TCFG Investment Advisors
California
$855K +$949K +2,304 New
MA
2559
Mosaic Advisors
Texas
$853K +$412K +1,000 +79%
SWM
2560
Steinberganna Wealth Management
New York
$852K -$93.1K -226 -9%
KGP
2561
Keystone Global Partners
Colorado
$852K – – –
CWMK
2562
Caliber Wealth Management (Kansas)
Kansas
$852K -$334K -810 -26%
AF
2563
Affiance Financial
Minnesota
$851K +$1.24K +3 +0.1%
BFO
2564
Biltmore Family Office
North Carolina
$850K -$46.6K -113 -5%
LGG
2565
Luts & Greenleigh Group
Maryland
$850K -$14.4K -35 -2%
OFS
2566
Orrstown Financial Services
Pennsylvania
$847K -$25.5K -62 -3%
YWS
2567
Yarger Wealth Strategies
Ohio
$847K +$249K +604 +36%
CWMG
2568
Compass Wealth Management (Georgia)
Georgia
$846K +$4.94K +12 +0.5%
KIG
2569
Kennedy Investment Group
New Jersey
$844K +$132K +321 +16%
WKWM
2570
Walter & Keenan Wealth Management
Indiana
$842K +$4.94K +12 +0.5%
KW
2571
Keyvantage Wealth
Pennsylvania
$840K -$36.3K -88 -4%
LWM
2572
LJI Wealth Management
Indiana
$840K +$85.7K +208 +10%
LJCM
2573
Lee Johnson Capital Management
Texas
$839K -$2.96M -7,197 -76%
MWA
2574
MN Wealth Advisors
Kansas
$839K +$123K +298 +15%
BCP
2575
Blue Chip Partners
Michigan
$838K -$81.2K -197 -8%
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