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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
4151
Piershale Financial Group
Illinois
$709K +$39.4K +276 +5%
MAG
4152
Mokosak Advisory Group
Iowa
$708K -$96.9K -678 -11%
RTL
4153
Red Tortoise LLC
Georgia
$708K +$778K +5,446 New
APC
4154
Asset Planning Corporation
Tennessee
$707K +$857 +6 +0.1%
FF
4155
Financial Futures
New Jersey
$703K -$5.72K -40 -0.7%
AFWM
4156
AMJ Financial Wealth Management
Virginia
$703K -$25.9K -181 -3%
ACA
4157
Ackerman Capital Advisors
Texas
$703K -$143K -1,000 -16%
DEM
4158
Disciplined Equity Management
Florida
$701K +$95.8K +670 +14%
QT
4159
Quantamental Technologies
New York
$695K +$765K +5,352 New
PPWP
4160
Proquility Private Wealth Partners
Nevada
$695K -$11.4K -80 -1%
KFSC
4161
Keystone Financial Services (Colorado)
Colorado
$693K – – –
DP
4162
Denver PWM
Colorado
$683K -$74.5K -521 -9%
PMIA
4163
Patrick Mauro Investment Advisor
Illinois
$683K – – –
VEA
4164
Virtus ETF Advisers
New York
$682K +$125K +873 +20%
RFG
4165
Range Financial Group
Oregon
$681K -$112K -783 -13%
TBC
4166
Ted Buchan & Co
California
$680K +$748K +5,232 New
MA
4167
MAS Advisors
Florida
$678K -$1.29K -9 -0.2%
MC
4168
Machina Capital
France
$676K +$743K +5,200 New
HWMT
4169
Heritage Wealth Management (Texas)
Texas
$676K +$743K +5,199 New
TA
4170
Townsend & Associates
Colorado
$674K -$68.9K -482 -10%
UPC
4171
Utah Peaks Capital
Utah
$671K +$738K +5,167 New
PFA
4172
Peak Financial Advisors
Colorado
$671K -$17.7K -124 -2%
IWP
4173
Insight Wealth Partners
Texas
$662K +$32.3K +226 +5%
AMR
4174
Asset Management Resources
Massachusetts
$662K -$114K -801 -14%
JC
4175
Jentner Corp
Ohio
$661K -$11.1K -78 -2%
165 166
167
168 169