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Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
3401
MPS Loria Financial Planners
Illinois
$314K – – –
EGWAG
3402
Elwood & Goetz Wealth Advisory Group
Georgia
$314K +$309K +1,142 New
ARG
3403
Advisory Resource Group
Oklahoma
$314K -$5.68K -21 -2%
MWM
3404
MinichMacGregor Wealth Management
New York
$313K – – –
EWM
3405
Elevatus Welath Management
New York
$313K -$1.42M -5,250 -82%
EL
3406
Essex LLC
Illinois
$313K – – –
WA
3407
WealthTrust Axiom
Pennsylvania
$312K – – –
MC
3408
McCarthy & Cox
Ohio
$312K -$29.2K -108 -9%
FWM
3409
Focused Wealth Management
New York
$311K +$37.3K +138 +14%
SFCL
3410
Strengthening Families & Communities LLC
Massachusetts
$311K -$5.95K -22 -2%
PSF
3411
Pacific Sun Financial
California
$311K – – –
FWM
3412
Forza Wealth Management
Florida
$311K +$23K +85 +8%
BO
3413
Bank OZK
Arkansas
$310K +$41.4K +153 +16%
PAG
3414
Powers Advisory Group
Illinois
$310K +$270 +1 +0.1%
APW
3415
Aurora Private Wealth
New Jersey
$309K +$11.6K +43 +4%
LFGO
3416
Legacy Financial Group (Oklahoma)
Oklahoma
$309K +$288K +1,065 New
AWAP
3417
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$308K +$10.5K +39 +4%
FWM
3418
Fortress Wealth Management
California
$308K -$4.33K -16 -1%
SC
3419
Saturna Capital
Washington
$307K – – –
SEA
3420
Stegent Equity Advisors
Texas
$306K -$39.7K -147 -12%
DWM
3421
Dechtman Wealth Management
Colorado
$306K +$270 +1 +0.1%
GWA
3422
Geometric Wealth Advisors
District of Columbia
$305K – – –
MSA
3423
McAlister Sweet & Associates
Texas
$305K – – –
GCA
3424
Greenwood Capital Associates
South Carolina
$304K -$3.52K -13 -1%
UWPG
3425
Ullmann Wealth Partners Group
Florida
$303K -$16.8K -62 -5%
135 136
137
138 139