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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2151
M3 Advisory Group
Massachusetts
$549K +$525K +2,208 New
SWP
2152
Summit Wealth Partners
Florida
$549K +$11.6K +49 +2%
SW
2153
Simplicity Wealth
New Jersey
$548K +$524K +2,205 New
EWA
2154
Encompass Wealth Advisors
Oregon
$547K -$11.9K -50 -2%
BWM
2155
Boyd Wealth Management
California
$547K – – –
FCM
2156
Firestone Capital Management
Florida
$546K +$1.19K +5 +0.2%
WC
2157
Weil Company
California
$546K – – –
MHWM
2158
Montz Harcus Wealth Management
Louisiana
$544K +$2.61K +11 +0.5%
ETIA
2159
Epic Trust Investment Advisors
Washington
$544K +$84.4K +355 +19%
BFA
2160
Bill Few Associates
Pennsylvania
$544K +$239K +1,005 +46%
HCM
2161
Hall Capital Management
Rhode Island
$544K +$238 +1 +0%
HWM
2162
HFG Wealth Management
Texas
$540K +$517K +2,175 New
NJBEST
2163
New Jersey Better Educational Savings Trust
New Jersey
$540K – – –
VF
2164
VitalStone Financial
Texas
$539K +$1.9K +8 +0.4%
BIA
2165
Bell Investment Advisors
California
$538K -$5.7K -24 -1%
SP
2166
Stonebrook Private
Michigan
$538K +$515K +2,167 New
AFG
2167
Altiora Financial Group
Ohio
$538K +$514K +2,164 New
VLC
2168
Van Leeuwen & Company
New Jersey
$537K +$25.4K +107 +5%
LL
2169
LWMG LLC
Minnesota
$536K +$38.5K +162 +8%
MIM
2170
Merrion Investment Management
New Jersey
$535K – – –
LWM
2171
LongView Wealth Management
Georgia
$535K +$541K +2,277 New
MPIA
2172
Mountain Pacific Investment Advisers
Idaho
$534K +$510K +2,148 New
RFP
2173
Root Financial Partners
California
$532K +$122K +513 +32%
WHC
2174
Wulff, Hansen & Co
California
$528K +$238K +1,000 +89%
HP
2175
Holistic Planning
Texas
$527K +$504K +2,121 New
85 86
87
88 89