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Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
3626
Financial Advisors Network
California
$368K +$350K +1,164 New
FWM
3627
Forza Wealth Management
Florida
$368K +$9.92K +33 +3%
FFG
3628
First Financial Group
North Carolina
$367K +$349K +1,160 New
EGWAG
3629
Elwood & Goetz Wealth Advisory Group
Georgia
$366K +$4.51K +15 +1%
BIA
3630
Bell Investment Advisors
California
$365K +$28.6K +95 +9%
NC
3631
NovaPoint Capital
Georgia
$364K – – –
ODG
3632
O'Dell Group
Ohio
$364K – – –
AAMC
3633
Asset Allocation & Management Company
Illinois
$363K +$346K +1,150 New
MLFP
3634
MPS Loria Financial Planners
Illinois
$362K +$902 +3 +0.3%
HIS
3635
Harvest Investment Services
Illinois
$360K +$342K +1,139 New
EWM
3636
Elevatus Welath Management
New York
$360K +$301 +1 +0.1%
EL
3637
Essex LLC
Illinois
$360K – – –
FWM
3638
Finer Wealth Management
Massachusetts
$359K -$50.5K -168 -13%
WA
3639
WealthTrust Axiom
Pennsylvania
$359K – – –
MC
3640
McCarthy & Cox
Ohio
$359K +$301 +1 +0.1%
PBO
3641
Peoples Bank (Ohio)
Ohio
$359K -$108K -359 -24%
MWM
3642
Momentous Wealth Management
Washington
$359K +$341K +1,135 New
PSF
3643
Pacific Sun Financial
California
$357K – – –
WCAMG
3644
Woodard & Company Asset Management Group
North Carolina
$357K -$77.6K -258 -19%
IF
3645
Integrity Financial
Wyoming
$357K -$135K -449 -28%
EWA
3646
Encompass Wealth Advisors
Oregon
$357K -$751K -2,496 -69%
WCP
3647
Wealthcare Capital Partners
Pennsylvania
$356K +$339K +1,127 New
AWAP
3648
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$356K +$1.5K +5 +0.4%
HPC
3649
Hobart Private Capital
North Carolina
$356K +$107K +355 +46%
LSL
3650
Legacy Solutions LLC
Pennsylvania
$356K +$338K +1,125 New
144 145
146
147 148