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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2876
Wiser Advisor Group
Arizona
$402K +$9.04K +30 +2%
PIP
2877
Peachtree Investment Partners
Florida
$402K -$6.03K -20 -2%
FFG
2878
Floyd Financial Group
Missouri
$402K -$2.41M -8,012 -86%
BRM
2879
Boston Research & Management
Massachusetts
$401K – – –
LRWM
2880
Lord & Richards Wealth Management
Colorado
$401K +$61.8K +205 +19%
OWM
2881
Omnitrust Wealth Management
Florida
$401K +$287K +953 New
RI
2882
Rinkey Investments
California
$401K +$123K +409 +48%
MAM
2883
Mystic Asset Management
Rhode Island
$399K -$7.53K -25 -2%
DSN
2884
D. Scott Neal
Kentucky
$398K -$90.1K -299 -19%
ACM
2885
Academy Capital Management
Texas
$397K +$904 +3 +0.2%
TCPG
2886
Trivant Custom Portfolio Group
California
$397K +$4.52K +15 +1%
CIA
2887
Cohen Investment Advisors
New Hampshire
$397K -$60.3K -200 -14%
HWM
2888
Hobbs Wealth Management
Indiana
$396K +$68.4K +227 +22%
AFO
2889
Arrowroot Family Office
California
$396K +$376K +1,247 New
QFA
2890
Quantum Financial Advisors
California
$395K – – –
SWM
2891
Stark Wealth Management
Pennsylvania
$395K +$15.7K +52 +4%
APW
2892
Atlantic Private Wealth
North Carolina
$395K +$13.6K +45 +4%
MA
2893
MBA Advisors
Pennsylvania
$394K +$29.5K +98 +9%
ACA
2894
American Capital Advisory
Idaho
$394K +$12.1K +40 +3%
LGW
2895
Leslie Global Wealth
Illinois
$394K +$20.8K +69 +6%
HOWA
2896
Heritage Oak Wealth Advisors
Florida
$393K +$85.6K +284 +30%
AA
2897
AF Advisors
California
$393K +$5.72K +19 +2%
NA
2898
Nautilus Advisors
California
$393K -$7.53K -25 -2%
BMM
2899
Berkshire Money Management
Massachusetts
$392K -$4.22K -14 -1%
TW
2900
Towerpoint Wealth
California
$392K +$120K +398 +48%
114 115
116
117 118