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Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
2151
Financial Synergies Wealth Advisors
Texas
$465K -$7.71K -30 -2%
SFG
2152
Sovereign Financial Group
Connecticut
$464K -$190K -739 -28%
WCAMG
2153
Woodard & Company Asset Management Group
North Carolina
$464K -$77.6K -302 -14%
VF
2154
VitalStone Financial
Texas
$464K +$291K +1,134 +110%
TW
2155
Towerpoint Wealth
California
$464K +$84.8K +330 +22%
LHEI
2156
Leo H. Evart Inc
California
$462K -$6.17K -24 -1%
GCAC
2157
Guardian Capital Advisors (Canada)
Ontario, Canada
$461K – – –
WI
2158
Wintrust Investments
Illinois
$460K +$51.6K +201 +12%
ASBI
2159
American State Bank (Iowa)
Iowa
$460K +$3.34K +13 +0.7%
AAM
2160
Austin Asset Management
Texas
$460K +$4.62K +18 +1%
ETIA
2161
Epic Trust Investment Advisors
Washington
$459K +$6.17K +24 +1%
KA
2162
Kure Advisory
Minnesota
$457K +$469K +1,827 New
RWA
2163
Rooted Wealth Advisors
Illinois
$456K +$85.5K +333 +21%
MRWM
2164
ML&R Wealth Management
Texas
$455K +$11.8K +46 +3%
WP
2165
WealthSpring Partners
California
$455K – – –
GA
2166
Goldstein Advisors
Wisconsin
$455K +$59.1K +230 +14%
SF
2167
Safeguard Financial
Wisconsin
$454K -$27.2K -106 -6%
FUBT
2168
First United Bank & Trust
Maryland
$454K +$69.4K +270 +17%
BIG
2169
Builder Investment Group
Georgia
$452K +$46.5K +181 +11%
KFI
2170
Key Financial Inc
Pennsylvania
$452K -$10.8K -42 -2%
PA
2171
PFW Advisors
Georgia
$451K – – –
NRWA
2172
North Ridge Wealth Advisors
Oregon
$450K -$133K -517 -22%
PIC
2173
Platt Investment Counsel
Florida
$450K – – –
AI
2174
AXS Investments
New York
$450K -$656K -2,554 -59%
WHG
2175
Westwood Holdings Group
Texas
$450K -$32.1K -125 -7%
85 86
87
88 89