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Name Holding Trade Value Shares
Change 		Change in
Stake
SAFS
3826
S&A Financial Services
Kansas
$5.36M -$153K -534 -3%
PWSG
3827
Pacific Wealth Strategies Group
California
$5.36M -$5.65M -19,767 -52%
HOWA
3828
Heritage Oak Wealth Advisors
Florida
$5.36M +$297K +1,040 +6%
JF
3829
JMN Financial
Ohio
$5.35M +$199K +696 +4%
ICM
3830
Islay Capital Management
Texas
$5.35M -$92.4K -323 -2%
CCM
3831
Collar Capital Management
Wisconsin
$5.34M -$134K -467 -2%
NIM
3832
Needham Investment Management
New York
$5.34M – – –
HCA
3833
Hardworking Capital Advisors
California
$5.34M -$17.2K -60 -0.3%
AWM
3834
Able Wealth Management
New Jersey
$5.34M +$399K +1,394 +8%
BWM
3835
BCS Wealth Management
Tennessee
$5.33M -$55.8K -195 -1%
BCM
3836
Brasada Capital Management
Texas
$5.32M +$2.89M +10,110 +122%
SIP
3837
Snowwater Investment Partners
Connecticut
$5.32M +$179K +625 +4%
TC
3838
Tannin Capital
North Carolina
$5.32M -$323K -1,128 -6%
LCWM
3839
Legacy Capital Wealth Management
Texas
$5.32M -$10.9K -38 -0.2%
GFG
3840
Greenbush Financial Group
New York
$5.31M +$91K +318 +2%
UW
3841
Unique Wealth
Florida
$5.31M -$139K -485 -3%
TPWM
3842
Twelve Points Wealth Management
Massachusetts
$5.31M -$88.1K -308 -2%
FCMA
3843
Foresight Capital Management Advisors
Michigan
$5.3M +$16K +56 +0.3%
RLH
3844
RD Lewis Holdings
Florida
$5.3M +$111K +389 +2%
PRP
3845
Peak Retirement Planning
Ohio
$5.3M +$1.05M +3,670 +25%
NWWA
3846
New Wave Wealth Advisors
Arkansas
$5.3M +$891K +3,114 +20%
AF
3847
ASL Financial
California
$5.3M -$858 -3 -0%
MWM
3848
Meadowbrook Wealth Management
New York
$5.29M +$2.54M +8,890 +95%
RWM
3849
Rialto Wealth Management
New York
$5.29M +$48.1K +168 +0.9%
NA
3850
NWM Advisors
California
$5.28M -$151K -527 -3%
152 153
154
155 156