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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
3626
Madrona Financial Services
Washington
$647K +$27.4K +160 +4%
HCM
3627
Howard Capital Management
Georgia
$647K +$82.2K +480 +14%
POIA
3628
Pin Oak Investment Advisors
Texas
$644K +$54.8K +320 +9%
MWC
3629
MKD Wealth Coaches
Michigan
$644K +$240K +1,400 +57%
HF
3630
Halpern Financial
Virginia
$640K +$233K +1,360 +55%
ACM
3631
Alamar Capital Management
California
$637K -$264K -1,540 -29%
CFP
3632
Curran Financial Partners
South Carolina
$637K -$30.8K -180 -5%
RWM
3633
Raffa Wealth Management
District of Columbia
$637K – – –
LAM
3634
LifePro Asset Management
California
$635K -$907K -5,300 -58%
SFWC
3635
Strategic Family Wealth Counselors
New Jersey
$634K – – –
CBOR
3636
Community Bank of Raymore
Missouri
$630K – – –
MAG
3637
Mayfair Advisory Group
Alabama
$628K -$10.3K -60 -2%
RF
3638
RHS Financial
California
$627K -$20.5K -120 -3%
NA
3639
Nottingham Advisors
New York
$627K -$17.1K -100 -3%
CA
3640
Cambridge Advisors
Nebraska
$627K +$6.85K +40 +1%
CA
3641
CSM Advisors
Pennsylvania
$626K +$78.7K +460 +14%
CA
3642
Claris Advisors
Missouri
$624K +$640K +3,740 New
LC
3643
Landaas & Company
Wisconsin
$620K – – –
PAM
3644
Palisade Asset Management
Minnesota
$617K +$20.5K +120 +3%
DTC
3645
Davidson Trust Company
Washington
$617K +$61.6K +360 +11%
CWM
3646
Chemistry Wealth Management
New York
$617K +$633K +3,700 New
NLP
3647
Next Level Private
New York
$617K +$633K +3,700 New
SCA
3648
St. Clair Advisors
Ohio
$617K -$144K -840 -19%
RBC
3649
Roble Belko & Company
Pennsylvania
$614K – – –
GA
3650
Gateway Advisory
New Jersey
$610K -$113K -660 -15%
144 145
146
147 148