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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
3501
Avant Financial Advisors
Texas
$394K +$5.32K +12 +1%
CFG
3502
CMC Financial Group
Georgia
$394K +$388K +876 New
GLR
3503
Great Lakes Retirement
Ohio
$392K – – –
USWG
3504
U.S. Wealth Group
New York
$392K – – –
FNWM
3505
Financial Network Wealth Management
Utah
$392K – – –
MWML
3506
M Wealth Management LLC
California
$392K +$443 +1 +0.1%
OA
3507
Operose Advisors
Wisconsin
$392K -$50.5K -114 -12%
HNB
3508
Hilltop National Bank
Wyoming
$392K -$6.65K -15 -2%
AWM
3509
Altus Wealth Management
Kentucky
$392K – – –
JSC
3510
Jackson Square Capital
California
$391K -$80.7K -182 -17%
KAS
3511
Kemnay Advisory Services
New York
$391K +$386K +870 New
OA
3512
Oasis Advisors
Iowa
$391K +$385K +869 New
SEM
3513
Suncoast Equity Management
Florida
$391K – – –
KFG
3514
Kingdom Financial Group
Arizona
$391K -$286K -645 -43%
TI
3515
tru Independence
Oregon
$390K -$443 -1 -0.1%
CPC
3516
Cookson Peirce & Co
Pennsylvania
$389K +$59.8K +135 +18%
SHFC
3517
Safe Harbor Family Capital
North Carolina
$389K +$383K +865 New
DA
3518
Dillon & Associates
Michigan
$389K – – –
SAS
3519
Stelac Advisory Services
New York
$388K +$887 +2 +0.2%
TC
3520
Town Capital
Maryland
$388K +$382K +862 New
WAOI
3521
Wealth Advisors of Iowa
Iowa
$387K -$68.3K -154 -15%
MAWAG
3522
Mid-American Wealth Advisory Group
Missouri
$387K -$53.2K -120 -12%
VWM
3523
Verus Wealth Management
Wisconsin
$386K -$6.21K -14 -2%
AP
3524
Appleton Partners
Massachusetts
$386K -$7.09K -16 -2%
MWM
3525
MBE Wealth Management
Wisconsin
$385K -$8.87K -20 -2%
139 140
141
142 143