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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
5576
PVG Asset Management
Colorado
$845K +$315K +1,174 +61%
FWM
5577
FSR Wealth Management
Illinois
$842K -$118K -440 -12%
KBG
5578
Kahn Brothers Group
New York
$841K +$26.8K +100 +3%
ACM
5579
Avos Capital Management
Washington
$841K +$134K +500 +19%
SS
5580
Sound Stewardship
Kansas
$839K -$105K -390 -11%
PFA
5581
Petra Financial Advisors
Colorado
$837K -$128K -475 -13%
BAM
5582
Boyar Asset Management
New York
$835K – – –
PFO
5583
PMG Family Office
Texas
$833K – – –
SCA
5584
Scott Capital Advisors
Oregon
$832K -$16.6K -62 -2%
LEFP
5585
Leading Edge Financial Planning
Tennessee
$831K +$6.44K +24 +0.8%
LWM
5586
Level Wealth Management
North Carolina
$829K -$9.93K -37 -1%
KFG
5587
Kingdom Financial Group
Arizona
$826K -$4.03M -14,994 -83%
EPI
5588
Eddie Patel Inc
Illinois
$823K +$813K +3,029 New
TFG
5589
Team Financial Group
California
$820K -$34.1K -127 -4%
KOMWMG
5590
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$817K -$5.37K -20 -0.7%
EP
5591
Ehrenkranz Partners
New York
$817K +$557K +2,074 +223%
AI
5592
Arrien Investments
Idaho
$816K -$31.1K -116 -4%
CCAM
5593
Codex Capital Asset Management
Texas
$816K – – –
GCM
5594
Glaxis Capital Management
Florida
$816K – – –
FW
5595
Fairway Wealth
Ohio
$812K +$182K +678 +29%
IFPL
5596
Investments & Financial Planning LLC
Kentucky
$809K – – –
DJFS
5597
Dean Jacobson Financial Services
Texas
$808K +$295K +1,100 +59%
MFG
5598
MTM Financial Group
Pennsylvania
$807K +$268 +1 +0%
MCFP
5599
Mallini Complete Financial Planning
Florida
$807K -$823K -3,067 Closed
VWA
5600
Vistica Wealth Advisors
California
$807K +$797K +2,967 New
222 223
224
225 226