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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1801
Biltmore Wealth Management
Arizona
$755K +$577K +2,884 New
ODIJL
1802
One Day In July LLC
Vermont
$755K +$285K +1,426 +98%
FA
1803
Financial Alternatives
California
$753K – – –
CC
1804
Cornerstone Capital
California
$751K +$32.6K +163 +6%
FPGK
1805
Financial Partners Group (Kansas)
Kansas
$750K +$164K +820 +38%
EVM
1806
Evelyn V. Moreno
$747K – – –
JSW
1807
Journey Strategic Wealth
New Jersey
$747K -$397K -1,984 -41%
RFWA
1808
RPg Family Wealth Advisory
Massachusetts
$744K +$272K +1,360 +92%
CCG
1809
Cypress Capital Group
Florida
$740K +$219K +1,097 +63%
WIC
1810
Woodmont Investment Counsel
Tennessee
$737K -$60K -300 -10%
SFG
1811
StrategIQ Financial Group
Indiana
$736K +$12K +60 +2%
EWP
1812
Engrave Wealth Partners
Texas
$735K -$16.2K -81 -3%
PPWM
1813
Paragon Private Wealth Management
Kentucky
$734K +$14.8K +74 +3%
CM
1814
Castleark Management
Illinois
$733K -$30.4M -151,834 -98%
CF
1815
Copperwynd Financial
Arizona
$733K +$42K +210 +8%
WAAG
1816
Wealth Alliance Advisory Group
Kansas
$733K -$69.4K -347 -11%
APW
1817
Aurora Private Wealth
New Jersey
$732K +$102K +508 +22%
MCA
1818
Magnolia Capital Advisors
Mississippi
$731K +$2K +10 +0.4%
BWS
1819
Buck Wealth Strategies
Colorado
$727K -$5K -25 -0.9%
JBA
1820
Johnson Bixby & Associates
Washington
$725K – – –
SWS
1821
SYSTM Wealth Solutions
Illinois
$723K +$125K +627 +29%
FMII
1822
Farmers & Merchants Investments Inc
Nebraska
$723K +$38K +190 +7%
CT
1823
Chicago Trust
Illinois
$723K -$431K -2,155 -44%
PWA
1824
Phoenix Wealth Advisors
North Carolina
$722K -$23K -115 -4%
BB
1825
Bell Bank
North Dakota
$718K +$189K +945 +53%
71 72
73
74 75