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Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
3151
RASP Wealth Solutions
Indiana
$544K +$514K +1,293 New
MGWM
3152
Marks Group Wealth Management
Minnesota
$543K -$30.2K -76 -6%
PFA
3153
Petra Financial Advisors
Colorado
$543K +$194K +488 +61%
BI
3154
Ballast Inc
Kentucky
$542K -$1.19K -3 -0.2%
CAG
3155
Curtis Advisory Group
California
$541K -$50.5K -127 -9%
AIC
3156
Archer Investment Corporation
Indiana
$540K +$57.7K +145 +13%
SA
3157
SPWM Advisors
Michigan
$540K +$39K +98 +7%
AF
3158
ASL Financial
California
$540K – – –
HGA
3159
Hobbs Group Advisors
South Carolina
$539K – – –
MFG
3160
Monte Financial Group
Connecticut
$538K +$398 +1 +0.1%
CBT
3161
Central Bank & Trust
Kentucky
$536K – – –
FWM
3162
FMB Wealth Management
California
$536K – – –
WCM
3163
Windsor Capital Management
Arizona
$535K -$21.1K -53 -4%
SAS
3164
Stelac Advisory Services
New York
$535K +$795 +2 +0.2%
OWM
3165
OneAscent Wealth Management
Alabama
$535K +$38.6K +97 +8%
NDSI
3166
Newman Dignan & Sheerar Inc
Rhode Island
$534K -$47.3K -119 -9%
LCOV
3167
London Company of Virginia
Virginia
$534K – – –
CPW
3168
Cove Private Wealth
New York
$534K +$795 +2 +0.2%
LCGC
3169
Legacy Capital Group California
California
$534K -$159K -400 -24%
HWM
3170
Heirloom Wealth Management
Colorado
$534K -$2.39K -6 -0.5%
CWMP
3171
Clarion Wealth Managment Partners
Virginia
$533K – – –
RIA
3172
Rhodes Investment Advisors
Texas
$532K +$121K +305 +32%
BRM
3173
Boston Research & Management
Massachusetts
$532K – – –
AMG
3174
Advisors Management Group
Wisconsin
$532K -$13.5K -34 -3%
SWM
3175
Shrier Wealth Management
California
$532K -$27.8K -70 -5%
125 126
127
128 129