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Name Holding Trade Value Shares
Change 		Change in
Stake
1GI
5776
180 GPS Investments
$312K -$1.23M -5,394 -80%
WIC
5777
Willis Investment Counsel
Georgia
$310K +$308K +1,345 New
KOMWMG
5778
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$310K +$915 +4 +0.3%
PCM
5779
Peirce Capital Management
Texas
$309K +$40K +175 +15%
CWRP
5780
Cassady Wealth & Retirement Planning
Nevada
$309K +$307K +1,340 New
5SA
5781
5th Street Advisors
Connecticut
$309K +$306K +1,339 New
LFWA
5782
LiftPoint Family Wealth Advisors
New Jersey
$307K +$304K +1,329 New
ASG
5783
Ariston Services Group
California
$307K – – –
WFL
5784
Wealth Forward LLC
North Dakota
$306K +$69.6K +304 +30%
FWA
5785
FOCUS Wealth Advisors
Texas
$306K +$3.43K +15 +1%
FA
5786
Financial Alternatives
California
$305K -$218K -951 -42%
AMIM
5787
Aull & Monroe Investment Management
Alabama
$305K -$44.6K -195 -13%
OFG
5788
Orcam Financial Group
California
$305K – – –
BDA
5789
Borer Denton & Associates
Pennsylvania
$304K – – –
PWS
5790
Physician Wealth Solutions
Nevada
$304K +$6.86K +30 +2%
SWM
5791
Sherman Wealth Management
Maryland
$303K +$300K +1,313 New
KIA
5792
Koenig Investment Advisory
Oregon
$303K +$333K +1,457 New
VH
5793
Visionary Horizons
Tennessee
$302K -$1.83K -8 -0.6%
IFO
5794
Independent Family Office
New York
$301K +$85.1K +372 +40%
HCC
5795
Hirtle Callaghan & Co
Pennsylvania
$301K +$298K +1,302 New
CF
5796
Crosspoint Financial
California
$301K – – –
PAM
5797
Prodigy Asset Management
Nebraska
$300K – – –
BS
5798
Brighton Securities
New York
$300K – – –
O3W
5799
Omni 360 Wealth
New Jersey
$299K -$27.2K -119 -9%
NA
5800
Nestegg Advisors
New York
$298K – – –
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