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Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
3376
Courage Miller Partners
Virginia
$315K – – –
PFA
3377
Plotkin Financial Advisors
Maryland
$315K +$4.11K +15 +1%
WIA
3378
Wetzel Investment Advisors
Indiana
$312K -$2.19K -8 -0.7%
PCA
3379
Prosperity Capital Advisors
Ohio
$311K -$45.2K -165 -12%
IC
3380
Iconiq Capital
California
$311K +$325K +1,184 New
BBWP
3381
Beacon Bridge Wealth Partners
Pennsylvania
$311K – – –
SC
3382
Summa Corp
Texas
$309K – – –
PMG
3383
Private Management Group
California
$309K +$28K +102 +9%
LA
3384
Lifeworks Advisors
Michigan
$309K -$20.6K -75 -6%
FDS
3385
Freedom Day Solutions
Texas
$309K – – –
TA
3386
TrueWealth Advisors
Alabama
$307K -$374K -1,365 -54%
APG
3387
Abacus Planning Group
South Carolina
$307K +$23K +84 +8%
TCB
3388
Texas Capital Bancshares
Texas
$307K – – –
MWM
3389
Mosley Wealth Management
California
$306K +$7.4K +27 +2%
C
3390
Covestor
United Kingdom
$306K -$109K -397 -25%
PRWA
3391
Platte River Wealth Advisors
Colorado
$306K -$89.1K -325 -22%
UWPG
3392
Ullmann Wealth Partners Group
Florida
$306K +$17.5K +64 +6%
SL
3393
Salomon & Ludwin
Virginia
$305K -$1.03M -3,757 -76%
ARG
3394
Advisory Resource Group
Oklahoma
$305K -$4.11K -15 -1%
AWA
3395
ARQ Wealth Advisors
Arizona
$305K -$71.8K -262 -18%
CPA
3396
Capital Performance Advisors
California
$304K +$4.93K +18 +2%
HIG
3397
Heritage Investment Group
Florida
$304K – – –
HHGA
3398
Halbert Hargrove Global Advisors
California
$303K +$6.85K +25 +2%
SFCL
3399
Strengthening Families & Communities LLC
Massachusetts
$303K +$4.38K +16 +1%
NC
3400
NovaPoint Capital
Georgia
$302K -$1.92K -7 -0.6%
134 135
136
137 138