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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
5201
Petra Financial Advisors
Colorado
$701K -$376K -1,624 -34%
BCM
5202
Brooktree Capital Management
Michigan
$700K -$1.59M -6,879 -69%
PWM
5203
Parkworth Wealth Management
California
$700K -$171K -739 -19%
FF
5204
Financial Futures
New Jersey
$697K +$15.8K +68 +2%
CEI
5205
Clark Estates Inc
New York
$691K – – –
GPW
5206
Gentry Private Wealth
Kansas
$689K +$719K +3,102 New
QHA
5207
Quarry Hill Advisors
Minnesota
$687K +$7.64K +33 +1%
SCA
5208
Stuart Chaussee & Associates
California
$687K -$10.2K -44 -1%
CFG
5209
Copley Financial Group
California
$685K +$3.94K +17 +0.6%
MWM
5210
Magnolia Wealth Management
Alabama
$683K – – –
BAM
5211
Boyar Asset Management
New York
$682K – – –
GG
5212
Gleason Group
Kentucky
$679K +$695 +3 +0.1%
TWM
5213
Tanglewood Wealth Management
Texas
$679K – – –
SA
5214
SRN Advisors
Pennsylvania
$678K -$21.5K -93 -3%
STB
5215
S&T Bank
Pennsylvania
$676K +$26.9K +116 +4%
WF
5216
Williams Financial
Vermont
$674K +$493K +2,127 +234%
DF
5217
Define Financial
California
$674K +$580K +2,502 +278%
KC
5218
Kinloch Capital
Virginia
$670K -$48.4K -209 -6%
CCAM
5219
Codex Capital Asset Management
Texas
$666K – – –
LC
5220
Luminist Capital
Michigan
$666K +$442K +1,906 +175%
VI
5221
VanderPol Investments
Michigan
$666K +$1.39K +6 +0.2%
PC
5222
Prairiewood Capital
North Dakota
$665K – – –
LWM
5223
Luminvest Wealth Management
Arizona
$663K – – –
MCFP
5224
Mallini Complete Financial Planning
Florida
$662K – – –
SRCM
5225
Signature Resources Capital Management
California
$661K -$93.4K -403 -12%
207 208
209
210 211