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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
5276
Archer Investment Management
Texas
$330K +$11.3K +50 +3%
CCA
5277
Clarity Capital Advisors
Florida
$329K – – –
MFG
5278
Mainsail Financial Group
Washington
$329K +$56.4K +249 +20%
VWA
5279
Valued Wealth Advisors
Utah
$328K +$14.5K +64 +4%
R
5280
Rebalance
California
$328K -$181K -800 -35%
GSF
5281
Grove Street Fiduciary
New Hampshire
$327K – – –
MAM
5282
McCarthy Asset Management
California
$327K – – –
CWM
5283
Collaborative Wealth Management
Florida
$327K -$1.07M -4,730 -76%
SSW
5284
Stone Summit Wealth
Florida
$327K -$13.1K -58 -4%
HA
5285
HFG Advisors
Ohio
$327K +$337K +1,487 New
HF
5286
Holcombe Financial
Georgia
$326K – – –
CWM
5287
ClientFirst Wealth Management
Arkansas
$325K – – –
PTC
5288
Provident Trust Company
Wisconsin
$325K – – –
GRR
5289
Golden Reserve Retirement
Ohio
$324K -$311K -1,372 -54%
S4W
5290
Solutions 4 Wealth
Texas
$324K -$9.05K -40 -3%
TFP
5291
Traction Financial Partners
Wyoming
$324K -$6.11K -27 -2%
PIA
5292
Pollock Investment Advisors
Michigan
$323K +$2.49K +11 +0.8%
HA
5293
HC Advisors
Georgia
$322K -$9.05K -40 -3%
TC
5294
TwinBeech Capital
New York
$321K -$624K -2,758 -65%
HWM
5295
Heirloom Wealth Management
Colorado
$321K -$53K -234 -14%
HWM
5296
Horizons Wealth Management
North Carolina
$321K – – –
EPP
5297
ETF Portfolio Partners
Kansas
$321K – – –
NIA
5298
NBZ Investment Advisors
Tennessee
$319K – – –
VDBMI
5299
Van Den Berg Management I
Texas
$319K +$2.49K +11 +0.8%
FWM
5300
FLP Wealth Management
Arkansas
$319K +$94.6K +418 +40%
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212
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