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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
5376
Independent Wealth Advisors
North Carolina
$1.18M +$1.17M +4,353 New
SHWA
5377
Safe Harbor Wealth Advisors
Ohio
$1.18M +$1.21M +4,516 New
TM
5378
Torren Management
California
$1.18M +$1.16M +4,332 New
HA
5379
HFG Advisors
Ohio
$1.17M +$14.2K +53 +1%
TFS
5380
truNorth Financial Services
Pennsylvania
$1.17M +$1.15M +4,290 New
HAFS
5381
Hapanowicz & Associates Financial Services
Pennsylvania
$1.17M – – –
SWM
5382
Seed Wealth Management
Illinois
$1.17M +$187K +695 +19%
KFG
5383
Kropog Financial Group
Louisiana
$1.16M -$50.5K -188 -4%
SA
5384
SPWM Advisors
Michigan
$1.16M +$1.15M +4,274 New
GWM
5385
GoalFusion Wealth Management
Texas
$1.16M -$537 -2 -0%
EA
5386
Evergreen Advisors
Tennessee
$1.16M +$1.15M +4,271 New
SAMC
5387
Spectrum Asset Management (California)
California
$1.16M -$11.5K -43 -1%
AAMC
5388
Asset Allocation & Management Company
Illinois
$1.16M – – –
IIM
5389
IFC & Insurance Marketing
California
$1.16M +$1.14M +4,261 New
GVCM
5390
Global View Capital Management
Wisconsin
$1.16M -$51.5K -192 -4%
HWA
5391
HighRoad Wealth Advisors
Oregon
$1.16M +$1.14M +4,250 New
GCM
5392
Graver Capital Management
Ohio
$1.15M – – –
FF
5393
Foronjy Financial
California
$1.15M -$55.6K -207 -5%
AAA
5394
AG Asset Advisory
California
$1.15M – – –
AFA
5395
Aznar Financial Advisors
New Jersey
$1.15M +$1.13M +4,224 New
SHFC
5396
Safe Harbor Family Capital
North Carolina
$1.15M +$1.13M +4,218 New
VA
5397
Verdad Advisers
Massachusetts
$1.14M +$1.13M +4,203 New
GWA
5398
Gutierrez Wealth Advisory
Arkansas
$1.14M -$49.1K -183 -4%
SPA
5399
Shore Point Advisors
New Jersey
$1.14M -$5.64K -21 -0.5%
PWG
5400
Private Wealth Group
Florida
$1.14M +$123K +458 +12%
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216
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