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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
5551
Timonier Family Office
North Carolina
$447K – – –
HWA
5552
HighRoad Wealth Advisors
Oregon
$446K +$442K +1,932 New
VPW
5553
Vericrest Private Wealth
Pennsylvania
$446K +$442K +1,931 New
LA
5554
Lakeside Advisors
Washington
$443K – – –
JFG
5555
JMG Financial Group
Illinois
$442K – – –
TDWM
5556
Topel & Distasi Wealth Management
California
$441K – – –
GVCM
5557
Global View Capital Management
Wisconsin
$440K -$38.9K -170 -8%
AFA
5558
Amicus Financial Advisors
Texas
$440K +$437K +1,908 New
AL
5559
ARWA LLC
Texas
$439K +$436K +1,904 New
RWRC
5560
R.W. Roge & Company
New York
$438K +$9.15K +40 +2%
MAWAG
5561
Mid-American Wealth Advisory Group
Missouri
$438K +$41.4K +181 +11%
GPWA
5562
Great Point Wealth Advisors
Massachusetts
$437K -$387K -1,690 -47%
SWMG
5563
Sanchez Wealth Management Group
Florida
$437K +$167K +729 +63%
FIG
5564
FSA Investment Group
Florida
$436K +$28.4K +124 +7%
FFL
5565
Financial Freedom LLC
Ohio
$435K -$47.8K -209 -10%
PFU
5566
Parus Finance (UK)
United Kingdom
$434K -$276K -1,205 -39%
FWM
5567
Forza Wealth Management
Florida
$434K – – –
RIG
5568
Renaissance Investment Group
Massachusetts
$434K +$28.6K +125 +7%
GSWA
5569
Good Steward Wealth Advisors
Tennessee
$431K -$26.5K -116 -6%
FF
5570
Friday Financial
Iowa
$431K -$9.15K -40 -2%
AWMNY
5571
Arcadia Wealth Management (New York)
New York
$431K +$58.3K +255 +16%
MSA
5572
Marathon Strategic Advisors
Pennsylvania
$430K -$5.03K -22 -1%
MA
5573
MSA Advisors
California
$429K – – –
IFPL
5574
Investments & Financial Planning LLC
Kentucky
$429K -$11.4K -50 -3%
PHIC
5575
Pine Haven Investment Counsel
Massachusetts
$429K – – –
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