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Name Holding Trade Value Shares
Change 		Change in
Stake
1W
2601
1776 Wealth
Georgia
$258K -$33.2K -588 -12%
PWA
2602
Physician Wealth Advisors
Utah
$258K +$28.2K +500 +13%
HC
2603
HNP Capital
New York
$257K -$192K -3,409 -44%
HWM
2604
Hemington Wealth Management
Virginia
$257K -$19.6K -348 -7%
RFMS
2605
RWQ Financial Management Services
Florida
$256K -$274K -4,848 -52%
RC
2606
RBO & Co
California
$256K – – –
FMP
2607
Financial Management Professionals
Texas
$255K +$116K +2,057 +89%
AO
2608
Advisor OS
Illinois
$253K -$43.6K -772 -15%
CA
2609
Centerpoint Advisors
Massachusetts
$253K +$10.8K +191 +5%
BC
2610
Bridgefront Capital
Texas
$252K -$886K -15,709 -78%
MAM
2611
MMA Asset Management
Pennsylvania
$252K -$49.2K -872 -17%
ACP
2612
Aviance Capital Partners
Florida
$252K -$13.6K -241 -5%
RWRC
2613
R.W. Roge & Company
New York
$251K – – –
TIM
2614
Total Investment Management
Arizona
$250K +$3.56K +63 +1%
SMF
2615
Sterling Manor Financial
New York
$250K +$48.4K +857 +25%
FFG
2616
Ford Financial Group
California
$250K +$243K +4,301 New
CFG
2617
Compton Financial Group
Maryland
$249K -$4.91K -87 -2%
RHP
2618
Royal Harbor Partners
Texas
$249K -$4.51K -80 -2%
AFA
2619
Atlanta Financial Associates
Georgia
$249K – – –
BWFA
2620
Baltimore-Washington Financial Advisors
Maryland
$249K +$846 +15 +0.4%
EGWAG
2621
Elwood & Goetz Wealth Advisory Group
Georgia
$248K – – –
W
2622
Wealthquest
Ohio
$247K -$23.3K -413 -9%
PP
2623
PrairieView Partners
Minnesota
$247K +$3.67K +65 +2%
CCM
2624
Chiron Capital Management
Florida
$247K +$8.07K +143 +3%
GWM
2625
Greenhouse Wealth Management
Connecticut
$246K -$102K -1,808 -30%
103 104
105
106 107