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Name Holding Trade Value Shares
Change 		Change in
Stake
WSFG
4876
Wall Street Financial Group
Illinois
$559K +$535K +2,397 New
TWM
4877
Tanglewood Wealth Management
Texas
$558K -$560K -2,509 -51%
BIG
4878
Boothe Investment Group
Delaware
$552K -$26.1K -117 -5%
PWS
4879
Peloton Wealth Strategists
Indiana
$550K – – –
WS
4880
Wela Strategies
Georgia
$546K -$893 -4 -0.2%
NWA
4881
Navis Wealth Advisors
New York
$542K +$38.9K +174 +8%
VWA
4882
VERITY Wealth Advisors
United States
$540K – – –
SIA
4883
SkyView Investment Advisors
New Jersey
$539K -$2.46K -11 -0.5%
MFG
4884
Mendota Financial Group
Wisconsin
$538K +$19K +85 +4%
KAM
4885
Kraft Asset Management
Tennessee
$537K +$8.71K +39 +2%
LA
4886
LPF Advisors
Florida
$533K -$15K -67 -3%
KWAG
4887
Kiely Wealth Advisory Group
North Carolina
$529K – – –
ACM
4888
Andina Capital Management
Utah
$528K -$59.8K -268 -11%
GWM
4889
Global Wealth Management
New Jersey
$524K +$502K +2,249 New
HAS
4890
Horizon Advisory Services
New York
$518K +$30.8K +138 +7%
BCMIO
4891
Beacon Capital Management Inc (Ohio)
Ohio
$517K -$17.9K -80 -3%
SC
4892
Schoolcraft Capital
Colorado
$513K -$6.48K -29 -1%
WH
4893
Wallace Hart
Kentucky
$505K +$244K +1,094 +102%
LFA
4894
LifeGuide Financial Advisors
Pennsylvania
$504K -$88.4K -396 -15%
GIA
4895
Goodwin Investment Advisory
Georgia
$502K +$481K +2,156 New
OFG
4896
Orcam Financial Group
California
$501K – – –
SHF
4897
Stage Harbor Financial
Massachusetts
$500K -$59K -264 -11%
TFM
4898
Trademark Financial Management
Minnesota
$500K -$31.7K -142 -6%
HWM
4899
Hassell Wealth Management
Louisiana
$499K +$447 +2 +0.1%
KA
4900
Keene & Associates
Texas
$494K -$893 -4 -0.2%
194 195
196
197 198