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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
3551
LVM Capital Management
Michigan
$474K +$12.5K +100 +2%
NWMG
3552
National Wealth Management Group
Ohio
$473K +$229K +1,832 +70%
B
3553
BetterWealth
California
$472K +$135K +1,080 +32%
POIA
3554
Pin Oak Investment Advisors
Texas
$468K +$61.3K +490 +13%
TIM
3555
Tortoise Investment Management
New York
$467K +$55.1K +440 +11%
GAM
3556
Gould Asset Management
California
$465K -$10K -80 -2%
WF
3557
Whelan Financial
California
$465K +$365K +2,920 +200%
PFP
3558
Paragon Financial Partners
California
$462K -$119K -950 -18%
OBWP
3559
O'Brien Wealth Partners
Massachusetts
$462K -$24K -192 -4%
AIA
3560
AIMZ Investment Advisors
California
$461K – – –
FS
3561
Ferguson Shapiro
Georgia
$460K +$28.7K +229 +6%
VAM
3562
Vienna Asset Management
California
$459K -$2.17M -17,374 -80%
MIM
3563
Martin Investment Management
Florida
$459K +$25.8K +206 +5%
AWA
3564
AmeriServ Wealth Advisors
Pennsylvania
$457K -$2.5M -19,960 -82%
CM
3565
Capital Management
Virginia
$457K -$12.5K -100 -2%
CCA
3566
Clearwater Capital Advisors
Illinois
$455K -$483K -3,860 -47%
BFAG
3567
Blackston Financial Advisory Group
Florida
$454K +$126K +1,005 +35%
PFC
3568
Phocas Financial Corp
California
$453K +$15.6K +125 +3%
TFA
3569
Tranquilli Financial Advisor
New Jersey
$453K +$58.7K +469 +12%
IAMOG
3570
Investors Asset Management of Georgia
Georgia
$452K +$338K +2,700 +173%
LFA
3571
Level Financial Advisors
New York
$451K +$21.3K +170 +4%
HFS
3572
Heritage Financial Services
Massachusetts
$450K -$305K -2,437 -36%
UIA
3573
UBP Investment Advisors
Switzerland
$450K -$200K -1,600 -27%
OWA
3574
Outlook Wealth Advisors
Texas
$450K +$7.51K +60 +1%
HFA
3575
High Falls Advisors
New York
$450K +$150K +1,200 +39%
141 142
143
144 145