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Name Holding Trade Value Shares
Change 		Change in
Stake
LFGH
3251
Lee Financial Group Hawaii
Hawaii
$404K +$828 +3 +0.2%
MC
3252
McCarthy & Cox
Ohio
$404K +$400K +1,447 New
FWP
3253
Firethorn Wealth Partners
Georgia
$404K +$2.76K +10 +0.7%
BFPW
3254
BOK Financial Private Wealth
Colorado
$403K +$49.1K +178 +14%
GWM
3255
Greenwich Wealth Management
Connecticut
$403K +$25.7K +93 +7%
HNWAG
3256
High Net Worth Advisory Group
Florida
$401K -$5.52K -20 -1%
PIM
3257
Pullen Investment Management
Florida
$400K +$396K +1,435 New
SHWM
3258
Smith & Howard Wealth Management
Georgia
$400K – – –
CWA
3259
Consilio Wealth Advisors
Washington
$398K +$35.1K +127 +10%
CCMI
3260
Creative Capital Management Investments
California
$398K – – –
WA
3261
Westfuller Advisors
New York
$397K +$393K +1,424 New
AWA
3262
ARQ Wealth Advisors
Arizona
$397K +$393K +1,423 New
IFA
3263
Index Fund Advisors
California
$396K – – –
VCM
3264
Vivaldi Capital Management
Illinois
$393K -$112K -405 -22%
SWM
3265
Solano Wealth Management
California
$392K – – –
HWM
3266
Horizon Wealth Management
Illinois
$392K +$67.1K +243 +21%
MAG
3267
M3 Advisory Group
Massachusetts
$392K +$388K +1,404 New
HI
3268
Harper Investing
California
$391K +$387K +1,402 New
MIM
3269
Martin Investment Management
Florida
$391K – – –
WW
3270
Westshore Wealth
California
$390K – – –
FFAM
3271
Forge First Asset Management
Canada
$390K – – –
DWG
3272
Darden Wealth Group
Michigan
$388K +$3.04K +11 +0.8%
IF
3273
Integrity Financial
Wyoming
$388K +$27.6K +100 +8%
FBFS
3274
First Business Financial Services
Wisconsin
$387K -$74.5K -270 -16%
GWP
3275
Gateway Wealth Partners
Wisconsin
$387K +$25.7K +93 +7%
129 130
131
132 133