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Name Holding Trade Value Shares
Change 		Change in
Stake
SLA
4376
Silver Lake Advisory
Utah
$557K – – –
AFM
4377
Anson Funds Management
Texas
$556K +$544K +2,983 New
PA
4378
Parkside Advisors
California
$553K -$27.4K -150 -5%
WAM
4379
Weinberger Asset Management
California
$553K +$55.3K +303 +11%
CWA
4380
Clearview Wealth Advisors
Oregon
$552K -$14.6K -80 -3%
DK
4381
David Kennon
Florida
$552K – – –
IFS
4382
Intelligent Financial Strategies
Minnesota
$552K – – –
FI
4383
Fosun International
China
$551K – – –
SWRP
4384
Summit Wealth & Retirement Planning
California
$551K +$2.37K +13 +0.4%
IAMOG
4385
Investors Asset Management of Georgia
Georgia
$551K +$29.2K +160 +6%
MWM
4386
MBE Wealth Management
Wisconsin
$548K +$148K +812 +38%
OMC
4387
Old Mission Capital
Illinois
$548K +$536K +2,939 New
AA
4388
ACT Advisors
North Carolina
$546K +$8.39K +46 +2%
HFS
4389
Horizon Financial Services
North Carolina
$545K -$49.3K -270 -8%
AFA
4390
Atlas Financial Advisors
California
$544K +$15.5K +85 +3%
TCB
4391
Texas Capital Bancshares
Texas
$544K -$365 -2 -0.1%
PWM
4392
Provident Wealth Management
Tennessee
$544K +$48K +263 +10%
LFA
4393
Level Financial Advisors
New York
$544K +$533K +2,919 New
BWG
4394
Balanced Wealth Group
Ohio
$544K -$7.3K -40 -1%
MSA
4395
McAlister Sweet & Associates
Texas
$543K – – –
CIAS
4396
CBIZ Investment Advisory Services
Ohio
$542K +$47.8K +262 +10%
CCM
4397
Check Capital Management
California
$541K +$69.9K +383 +15%
FFP
4398
Forbes Financial Planning
Rhode Island
$540K – – –
GL
4399
Gerber LLC
Ohio
$540K – – –
TAM
4400
Tucker Asset Management
Colorado
$540K +$3.1K +17 +0.6%
174 175
176
177 178