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Name Holding Trade Value Shares
Change 		Change in
Stake
PIWA
3076
Prevail Innovative Wealth Advisors
Kansas
$3.41M +$2.68M +12,358 +222%
PVM
3077
Palogic Value Management
Texas
$3.41M – – –
MAC
3078
Mason & Associates (California)
California
$3.41M +$620K +2,856 +19%
GBA
3079
Garrison Bradford & Associates
New York
$3.41M +$43.4K +200 +1%
LI
3080
Lafayette Investments
Maryland
$3.4M +$205K +945 +6%
MFC
3081
Mechanics Financial Corp
Ohio
$3.4M – – –
GTAM
3082
Global Trust Asset Management
Florida
$3.4M -$515K -2,375 -12%
NWMG
3083
National Wealth Management Group
Ohio
$3.39M -$47.1K -217 -1%
LCM
3084
LCM Capital Management
Illinois
$3.39M +$95.3K +439 +3%
AC
3085
Addison Capital
Pennsylvania
$3.39M +$210K +967 +6%
SAM
3086
Strategy Asset Managers
California
$3.38M +$146K +674 +4%
DAM
3087
Doheny Asset Management
California
$3.38M +$432K +1,990 +13%
RS
3088
Rakuten Securities
Japan
$3.38M +$1.87M +8,634 +95%
PA
3089
Paragon Advisors
Texas
$3.37M -$567K -2,612 -13%
LEA
3090
Legacy Edge Advisors
New York
$3.37M +$44.9K +207 +1%
WPC
3091
Waters Parkerson & Co
Louisiana
$3.37M +$53.2K +245 +1%
EG
3092
Ellerson Group
Maryland
$3.37M +$67.5K +311 +2%
KFS
3093
Kaizen Financial Strategies
California
$3.36M +$19.7K +91 +0.5%
BFA
3094
Benedict Financial Advisors
Georgia
$3.36M -$211K -974 -5%
FWP
3095
Falcon Wealth Planning
California
$3.36M -$4.77K -22 -0.1%
EA
3096
Emerald Advisors
Washington
$3.35M -$174K -802 -4%
FFA
3097
Fi3 Financial Advisors
Indiana
$3.35M -$218K -1,003 -5%
PP
3098
Postrock Partners
Oregon
$3.35M – – –
TPW
3099
Talon Private Wealth
Florida
$3.35M +$3.7M +17,033 +6,309%
BWP
3100
Bernardo Wealth Planning
Pennsylvania
$3.35M +$77.3K +356 +2%
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