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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3001
Fermata Advisors
California
$260K -$16K -234 -6%
PPG
3002
Peak Planning Group
Colorado
$260K +$409 +6 +0.2%
BCM
3003
Banyan Capital Management
Georgia
$259K +$258K +3,780 New
WWG
3004
West Wealth Group
California
$258K +$253K +3,717 New
GAA
3005
Global Assets Advisory
Florida
$258K – – –
BIA
3006
Benchmark Investment Advisors
Illinois
$258K +$257K +3,764 New
SFS
3007
Security Financial Services
Indiana
$257K +$30.7K +451 +14%
LP
3008
LMR Partners
United Kingdom
$257K -$40M -587,484 -99%
SCA
3009
Strathmore Capital Advisors
North Carolina
$257K +$31.7K +465 +14%
CIM
3010
Cambria Investment Management
California
$257K +$256K +3,751 New
PWP
3011
Phillips Wealth Planners
Mississippi
$257K -$69K -1,012 -21%
FF
3012
Francis Financial
$256K +$169K +2,473 New
MWA
3013
Motive Wealth Advisors
Michigan
$256K -$1.16K -17 -0.5%
SHJ
3014
Sharkey, Howes & Javer
Colorado
$256K +$68 +1 +0%
PAG
3015
Private Advisory Group
Washington
$255K +$9.2K +135 +4%
BGAI
3016
Bruce G. Allen Investments
Colorado
$255K -$613 -9 -0.2%
PCS
3017
Private Client Services
Kentucky
$255K -$44K -646 -15%
KWA
3018
Kellett Wealth Advisors
Ohio
$255K -$35.4K -520 -12%
SLC
3019
Second Line Capital
Louisiana
$255K -$26.9K -394 -10%
AMCA
3020
Arthur M. Cohen & Associates
Illinois
$255K – – –
DQRIM
3021
Dale Q Rice Investment Management
Washington
$254K – – –
CIAM
3022
Caitong International Asset Management
Hong Kong
$254K -$46K -675 -15%
CWMGP
3023
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$253K +$1.43K +21 +0.6%
VFP
3024
Verus Financial Partners
Virginia
$253K +$252K +3,696 New
CGA
3025
Crescent Grove Advisors
Illinois
$252K +$26K +382 +12%
119 120
121
122 123