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Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
3101
McGuire Investment Group
Rhode Island
$509K – – –
FWI
3102
Facet Wealth Inc
Maryland
$509K +$7.3K +27 +2%
DB
3103
Dravo Bay
Delaware
$508K -$14.1K -52 -3%
OPPS
3104
Obsidian Personal Planning Solutions
Maryland
$507K -$12.2K -45 -3%
MAC
3105
Mason & Associates (California)
California
$507K -$181K -671 -27%
MMHP
3106
Murphy Middleton Hinkle & Parker
Georgia
$505K – – –
FIC
3107
FCG Investment Company
Tennessee
$504K +$43.8K +162 +10%
CIG
3108
Cairn Investment Group
Washington
$504K -$1.35K -5 -0.3%
SHF
3109
Safe Harbor Fiduciary
Florida
$504K +$495K +1,832 New
SM
3110
Sweeney & Michel
California
$503K +$3.24K +12 +0.7%
RIA
3111
Realta Investment Advisors
Delaware
$503K -$1.63M -6,014 -77%
PAG
3112
Paladin Advisory Group
Iowa
$502K – – –
COCM
3113
Charter Oak Capital Management
New Hampshire
$502K +$166K +614 +51%
TWA
3114
Talisman Wealth Advisors
New Jersey
$502K -$811 -3 -0.2%
IA
3115
Insight Advisors
Pennsylvania
$501K +$5.41K +20 +1%
FA
3116
Financial Alternatives
California
$500K – – –
CWMS
3117
Cannon Wealth Management Services
North Carolina
$499K +$491K +1,816 New
EW
3118
Element Wealth
Mississippi
$499K -$130K -479 -21%
SSA
3119
Sierra Summit Advisors
Nevada
$498K -$7.49M -27,700 -94%
PPW
3120
Parcion Private Wealth
Washington
$498K – – –
IWS
3121
Insight Wealth Strategies
California
$497K +$811 +3 +0.2%
RB
3122
Rodgers Brothers
Pennsylvania
$497K – – –
AC
3123
Apella Capital
Connecticut
$495K +$72.7K +269 +18%
CPA
3124
Clear Point Advisors
New York
$494K +$270 +1 +0.1%
MAG
3125
MRA Advisory Group
New Jersey
$494K -$123K -454 -20%
123 124
125
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