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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3226
Medallion Wealth Advisors
Connecticut
$530K +$5.76K +13 +1%
BHFP
3227
Blom & Howell Financial Planning
California
$527K +$520K +1,172 New
SFG
3228
Strive Financial Group
Indiana
$527K +$519K +1,171 New
MCCP
3229
Mission Creek Capital Partners
California
$527K -$28.4K -64 -5%
WG
3230
Warner Group
Connecticut
$526K +$120K +270 +30%
SCB
3231
Saudi Central Bank
Saudi Arabia
$526K -$12.4K -28 -2%
AIC
3232
Archer Investment Corporation
Indiana
$525K +$50.5K +114 +11%
MSCM
3233
McElhenny Sheffield Capital Management
Texas
$524K +$14.2K +32 +3%
FSWA
3234
Financial Synergies Wealth Advisors
Texas
$523K +$98K +221 +23%
RGF
3235
Retirement Guys Formula
Ohio
$523K +$66.5K +150 +15%
T
3236
TrueFG
Texas
$523K -$221K -499 -30%
LEA
3237
Legacy Edge Advisors
New York
$523K +$89.5K +202 +21%
AWM
3238
Able Wealth Management
New Jersey
$522K +$122K +275 +31%
QWM
3239
Quaker Wealth Management
New Jersey
$522K -$259K -585 -34%
KFC
3240
Klingenstein Fields & Co
New York
$522K -$11.5K -26 -2%
CCA
3241
Cypress Capital Advisors
Tennessee
$521K +$7.54K +17 +1%
ICCON
3242
Investment Counsel Company of Nevada
Nevada
$520K +$44.3K +100 +9%
BC
3243
Bayforest Capital
United Kingdom
$520K +$137K +309 +36%
MIM
3244
Merrion Investment Management
New Jersey
$519K – – –
SPAS
3245
Spectrum Planning & Advisory Services
California
$519K – – –
BM
3246
Berman McAleer
Maryland
$519K – – –
CA
3247
Chatterton & Associates
California
$519K +$512K +1,154 New
SNBOSD
3248
Security National Bank of So Dak
Iowa
$519K -$27.9K -63 -5%
FI
3249
FWG Investments
Kentucky
$518K +$84.7K +191 +20%
RLWM
3250
RF&L Wealth Management
Massachusetts
$518K -$3.99K -9 -0.8%
128 129
130
131 132