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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
5176
AtlasMark Financial
Texas
$964K – – –
SEM
5177
Strategic Equity Management
Arizona
$959K +$446K +1,891 +97%
CM
5178
Capital Management
Virginia
$957K +$14.6K +62 +2%
CCG
5179
Capital CS Group
California
$951K +$1.41K +6 +0.2%
UWM
5180
USAdvisors Wealth Management
Minnesota
$950K -$79.9K -339 -8%
TB
5181
Treynor Bancshares
Iowa
$949K -$16.7K -71 -2%
FF
5182
Fluent Financial
Texas
$948K -$31.8K -135 -3%
BCWM
5183
Ball & Co Wealth Management
Tennessee
$947K +$891K +3,782 New
CFG
5184
CMC Financial Group
Georgia
$945K +$2.36K +10 +0.3%
HMS
5185
Hanseatic Management Services
New Mexico
$945K +$11.3K +48 +1%
NA
5186
Note Advisors
New York
$945K +$889K +3,774 New
KTA
5187
Keeley-Teton Advisors
Illinois
$945K -$1.89K -8 -0.2%
LWA
5188
Lowe Wealth Advisors
Maryland
$943K +$29.2K +124 +3%
SFS
5189
Sharp Financial Services
Pennsylvania
$942K -$79.4K -337 -8%
JCM
5190
J2 Capital Management
Michigan
$942K +$886K +3,761 New
AAA
5191
American Alpha Advisors
New York
$941K -$64.1K -272 -7%
AIA
5192
Armor Investment Advisors
North Carolina
$939K +$707 +3 +0.1%
PWG
5193
Private Wealth Group
Florida
$937K -$1.65K -7 -0.2%
PF
5194
Parker Financial
Washington
$933K -$14.6K -62 -2%
KG
5195
Kieckhefer Group
Wisconsin
$930K +$875K +3,712 New
SPAS
5196
Spectrum Planning & Advisory Services
California
$929K +$177K +750 +25%
AIM
5197
Archer Investment Management
Texas
$923K +$868K +3,684 New
KIC
5198
Keating Investment Counselors
Florida
$922K -$15.1K -64 -2%
FIS
5199
Fischer Investment Strategies
California
$919K +$707 +3 +0.1%
CW
5200
Cooksen Wealth
Texas
$919K – – –
206 207
208
209 210