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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
5601
Lifetime Wealth Management
Texas
$359K -$98K -445 -21%
PRI
5602
Prepared Retirement Institute
Pennsylvania
$358K – – –
UFPG
5603
United Financial Planning Group
New York
$358K +$24.7K +112 +7%
GCWM
5604
Graham Capital Wealth Management
District of Columbia
$358K – – –
VWA
5605
VSM Wealth Advisory
Maryland
$357K +$4.4K +20 +1%
VF
5606
Vawter Financial
Ohio
$356K -$247K -1,122 -40%
SG
5607
Strid Group
Pennsylvania
$356K -$16.5K -75 -4%
VFG
5608
Valley Financial Group
Pennsylvania
$356K +$5.5K +25 +1%
ICM
5609
Innovator Capital Management
Illinois
$356K +$43.6K +198 +13%
LC
5610
Lavelle Capital
California
$355K -$1.32M -6,015 -78%
CTC
5611
Corundum Trust Company
South Dakota
$355K +$6.83K +31 +2%
GSWA
5612
Good Steward Wealth Advisors
Tennessee
$354K -$36.5K -166 -9%
CFG
5613
CMC Financial Group
Georgia
$354K +$374K +1,700 New
SPA
5614
Sound Portfolio Advisors
Connecticut
$354K +$374K +1,700 New
OLA
5615
Oliver Luxxe Assets
New Jersey
$352K -$8.1M -36,803 -96%
LWA
5616
Lifelong Wealth Advisors
Minnesota
$352K -$10.8K -49 -3%
WFC
5617
Western Financial Corp
California
$352K -$306K -1,388 -45%
FF
5618
Foronjy Financial
California
$351K +$220 +1 +0.1%
IWP
5619
IAG Wealth Partners
Wisconsin
$351K +$10.1K +46 +3%
BCM
5620
Birch Capital Management
Texas
$350K – – –
PFU
5621
Parus Finance (UK)
United Kingdom
$348K -$45.8K -208 -11%
TCM
5622
TABR Capital Management
California
$348K – – –
MIAS
5623
Mason Investment Advisory Services
Virginia
$348K +$9.25K +42 +3%
RCWM
5624
Red Crane Wealth Management
California
$346K +$8.37K +38 +2%
VV
5625
Verity & Verity
South Carolina
$346K -$18.3K -83 -5%
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225
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