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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2776
Premier Financial Group
California
$773K +$731K +1,839 New
WPA
2777
Wealth Preservation Advisors
Tennessee
$773K +$358K +900 +96%
AFO
2778
Arrowroot Family Office
California
$772K +$66K +166 +10%
LWM
2779
LongView Wealth Management
Georgia
$772K -$4.38K -11 -0.6%
BWM
2780
BCS Wealth Management
Tennessee
$771K -$7.95K -20 -1%
CFC
2781
Coyle Financial Counsel
Illinois
$770K +$56.9K +143 +8%
OFS
2782
Opus Financial Solutions
Illinois
$769K -$74.8K -188 -9%
SWA
2783
SOA Wealth Advisors
New York
$769K -$210K -529 -7%
FFP
2784
Freedom Financial Partners
Minnesota
$768K -$19.5K -49 -3%
CWA
2785
CM Wealth Advisors
Ohio
$768K +$13.1K +33 +2%
HCM
2786
Hall Capital Management
Rhode Island
$768K -$51.3K -129 -7%
SA
2787
Stewardship Advisors
Pennsylvania
$767K +$42.6K +107 +6%
WCL
2788
Wealth Care LLC
Florida
$766K -$9.94K -25 -1%
FCU
2789
Financial Concepts Unlimited
Maine
$765K -$477K -1,200 -40%
IAP
2790
Indie Asset Partners
Indiana
$765K +$113K +285 +19%
FA
2791
FDx Advisors
Illinois
$765K -$125K -314 -15%
CA
2792
Cannon Advisors
North Carolina
$765K -$28.6K -72 -4%
NWMG
2793
Nicholson Wealth Management Group
South Carolina
$764K +$41.4K +104 +6%
APG
2794
Abacus Planning Group
South Carolina
$764K -$59.3K -149 -8%
CFA
2795
Capstone Financial Advisors
Illinois
$764K -$275K -691 -28%
PPG
2796
Peak Planning Group
Colorado
$763K +$5.57K +14 +0.8%
EB
2797
Eastern Bank
Massachusetts
$762K -$4.14M -10,420 -85%
AFM
2798
Aspetuck Financial Management
Connecticut
$761K – – –
TP
2799
Tranquility Partners
Tennessee
$761K – – –
AW
2800
Ankerstar Wealth
Texas
$761K +$465K +1,170 +183%
110 111
112
113 114