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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
4751
PlanVest Financial
Maryland
$2.52M +$142K +497 +6%
DWM
4752
Dogwood Wealth Management
Kansas
$2.51M -$108K -377 -4%
WA
4753
Waterford Advisors
New York
$2.51M +$84.1K +294 +4%
WH
4754
Wallace Hart
Kentucky
$2.51M +$1.22M +4,248 +96%
LWM
4755
Langley Wealth Management
Mississippi
$2.51M +$2.48M +8,660 New
CMBA
4756
C.M. Bidwell & Associates
Hawaii
$2.51M +$186K +652 +8%
OLA
4757
Oliver Luxxe Assets
New Jersey
$2.5M +$2.57K +9 +0.1%
CWM
4758
Clearview Wealth Management
California
$2.5M -$2.57K -9 -0.1%
SWM
4759
Sherman Wealth Management
Maryland
$2.5M -$123K -430 -5%
CCP
4760
Cunning Capital Partners
North Carolina
$2.5M – – –
KHC
4761
Koesten Hirschmann & Crabtree
Kansas
$2.5M -$27.2K -95 -1%
PTCG
4762
Pring Turner Capital Group
California
$2.49M -$330K -1,155 -13%
GFG
4763
GR Financial Group
Arizona
$2.49M -$1.14K -4 -0%
LFA
4764
LifeGuide Financial Advisors
Pennsylvania
$2.49M +$4.86K +17 +0.2%
FSA
4765
Financial Sense Advisors
California
$2.49M -$142K -496 -5%
SHIM
4766
Stone House Investment Management
Pennsylvania
$2.49M +$159K +556 +7%
ECA
4767
Elevate Capital Advisors
Colorado
$2.49M -$271K -947 -10%
RSWA
4768
Robinson Smith Wealth Advisors
Maine
$2.49M -$248K -868 -9%
JC
4769
JBGlobal.com
New York
$2.49M – – –
EFN
4770
Equita Financial Network
Pennsylvania
$2.48M +$54.9K +192 +2%
KA
4771
Kooman & Associates
Pennsylvania
$2.48M +$21.5K +75 +0.9%
SIM
4772
Sterling Investment Management
Arizona
$2.48M -$225K -786 -8%
WAG
4773
Wallace Advisory Group
California
$2.48M +$260K +909 +12%
TGIA
4774
Torrey Growth & Income Advisors
California
$2.48M -$136K -474 -5%
ACMA
4775
Arbor Capital Management (Alaska)
Alaska
$2.47M -$272K -950 -11%
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191
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