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Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
3101
Sonata Capital Group
Washington
$455K – – –
SEIA
3102
Signature Estate & Investment Advisors
California
$454K +$2.46K +10 +0.6%
TFA
3103
Transamerica Financial Advisors
Florida
$452K +$384K +1,556 +864%
W
3104
Wealthquest
Ohio
$451K – – –
RVPG
3105
Relative Value Partners Group
$451K +$15.3K +62 +4%
BPFA
3106
Barnes Pettey Financial Advisors
Mississippi
$449K +$1.23K +5 +0.3%
TCWM
3107
Total Clarity Wealth Management
Illinois
$449K -$15.3K -62 -3%
USWIA
3108
UP Strategic Wealth Investment Advisors
Pennsylvania
$449K +$425K +1,724 New
AP
3109
Advisors Preferred
Maryland
$448K -$203K -825 -32%
OWA
3110
ORBA Wealth Advisors
Illinois
$447K +$423K +1,716 New
BW
3111
BIP Wealth
Georgia
$446K +$246 +1 +0.1%
NIWA
3112
New Insight Wealth Advisors
California
$445K +$422K +1,711 New
EB
3113
Exchange Bank
California
$444K +$3.2K +13 +0.8%
MKC
3114
M. Kraus & Co
Vermont
$444K – – –
JEST
3115
JTC Employer Solutions Trustee
Jersey
$443K -$90.5K -367 -18%
FCFC
3116
First Citizens Financial Corp
Iowa
$443K – – –
LWM
3117
LongView Wealth Management
Georgia
$442K +$414K +1,679 New
EA
3118
Everpar Advisors
Oklahoma
$442K +$419K +1,698 New
PCS
3119
Private Client Services
Kentucky
$442K +$418K +1,696 New
CPA
3120
Clear Point Advisors
New York
$441K +$418K +1,695 New
FZCM
3121
Flynn Zito Capital Management
New York
$440K +$79.4K +322 +24%
MPW
3122
MGO Private Wealth
California
$440K – – –
TCMP
3123
Thrive Capital Management (Pennsylvania)
Pennsylvania
$440K +$103K +417 +33%
HA
3124
Hofer & Associates
California
$438K +$739 +3 +0.2%
PVAMC
3125
PPS&V Asset Management Consultants
Michigan
$438K -$4.93K -20 -1%
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