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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1426
Octavia Wealth Advisors
Ohio
$977K +$31.6K +181 +4%
PCM
1427
Pennsylvania Capital Management
Pennsylvania
$976K +$181K +1,037 +28%
CWG
1428
Cornerstone Wealth Group
North Carolina
$975K +$341K +1,956 +71%
OHWP
1429
Oak Harbor Wealth Partners
North Carolina
$972K -$3.31K -19 -0.4%
PP
1430
Patten & Patten
Tennessee
$971K -$30.7K -176 -4%
AAS
1431
Annex Advisory Services
Wisconsin
$971K -$21.1K -121 -3%
BW
1432
Bison Wealth
Georgia
$968K -$186K -1,066 -16%
MFWP
1433
Mosaic Family Wealth Partners
Missouri
$965K +$19K +109 +2%
IFPL
1434
Investments & Financial Planning LLC
Kentucky
$962K +$1.4K +8 +0.2%
CIP
1435
Convergence Investment Partners
Florida
$962K +$407K +2,331 +101%
AWP
1436
Ascent Wealth Partners
New York
$961K +$96.8K +555 +14%
XWM
1437
Xcel Wealth Management
Florida
$955K -$16K -92 -2%
BFG
1438
Barber Financial Group
Kansas
$953K +$33K +189 +4%
HGERS
1439
Householder Group Estate & Retirement Specialist
Arizona
$953K +$64.2K +368 +9%
SIC
1440
SJS Investment Consulting
Ohio
$950K +$109K +623 +16%
NWMG
1441
National Wealth Management Group
Ohio
$948K +$311K +1,783 +46%
SAM
1442
Satovsky Asset Management
New York
$947K – – –
LGWM
1443
Litman Gregory Wealth Management
California
$947K +$796K +4,563 New
AWM
1444
Avaii Wealth Management
Wisconsin
$945K +$504K +2,891 +174%
SWA
1445
Sax Wealth Advisors
New Jersey
$943K +$793K +4,547 New
AFG
1446
Allegheny Financial Group
Pennsylvania
$940K +$58.8K +337 +8%
RAG
1447
RIA Advisory Group
Iowa
$940K +$787K +4,512 New
LA
1448
Lindenwold Advisors
Pennsylvania
$940K +$20.2K +116 +3%
SC
1449
Shearwater Capital
Colorado
$938K – – –
F4L
1450
Fortune 45 LLC
Louisiana
$938K +$8.55K +49 +1%
56 57
58
59 60