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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
3551
TFC Financial Management
Massachusetts
$518K +$100K +795 +21%
KWA
3552
Kellett Wealth Advisors
Ohio
$516K -$173K -1,366 -21%
OWA
3553
Outlook Wealth Advisors
Texas
$516K +$40.1K +317 +7%
RPCA
3554
Running Point Capital Advisors
California
$516K +$76.5K +605 +15%
HFS
3555
Horizon Financial Services
North Carolina
$514K -$9.48K -75 -2%
B
3556
BetterWealth
California
$513K +$12.4K +98 +2%
HFS
3557
Heritage Financial Services
Massachusetts
$512K +$36.9K +292 +7%
TFA
3558
Triad Financial Advisors
North Carolina
$511K -$73.2K -579 -11%
LA
3559
Lifeworks Advisors
Michigan
$511K -$49.3K -390 -7%
SWP
3560
ShoreHaven Wealth Partners
New Jersey
$510K +$38.2K +302 +7%
EGM
3561
Engineers Gate Manager
New York
$509K -$832K -6,582 -59%
OFP
3562
OLIO Financial Planning
Virginia
$509K +$2.53K +20 +0.4%
IAMOG
3563
Investors Asset Management of Georgia
Georgia
$507K +$28.4K +225 +5%
E
3564
ETFidea
New York
$507K +$2.4K +19 +0.4%
SIC
3565
Samalin Investment Counsel
New York
$505K -$8.85K -70 -2%
OBWP
3566
O'Brien Wealth Partners
Massachusetts
$504K +$13.9K +110 +3%
KC
3567
Kenfarb & Co
Kentucky
$504K +$533K +4,214 +1,713%
CWA
3568
Clearview Wealth Advisors
Oregon
$500K -$9.98K -79 -2%
BA
3569
Ballew Advisors
Mississippi
$499K -$9.35K -74 -2%
WF
3570
Whelan Financial
California
$495K – – –
PMG
3571
Private Management Group
California
$494K +$59K +467 +12%
AIA
3572
AIMZ Investment Advisors
California
$490K – – –
OWM
3573
Opes Wealth Management
California
$489K +$16.9K +134 +3%
AWA
3574
AmeriServ Wealth Advisors
Pennsylvania
$486K – – –
CM
3575
Capital Management
Virginia
$486K – – –
141 142
143
144 145