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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2651
Phoenix Wealth Advisors
North Carolina
$320K -$71.7K -500 -20%
KFI
2652
Key Financial Inc
Pennsylvania
$320K -$22.9K -160 -8%
SCM
2653
Southport Capital Management
Tennessee
$318K -$424K -2,960 -60%
DGI
2654
Disciplined Growth Investors
Minnesota
$318K – – –
SSW
2655
Stone Summit Wealth
Florida
$318K +$280K +1,951 New
PFA
2656
Pathway Financial Advisors
Vermont
$317K – – –
BBW
2657
Blue Barn Wealth
Utah
$316K -$35.6K -248 -11%
AA
2658
Aufman Associates
Pennsylvania
$316K +$3.87K +27 +1%
EFL
2659
ERn Financial LLC
Wisconsin
$316K +$33.8K +236 +14%
HHRDM
2660
H&H Retirement Design & Management
Nevada
$315K – – –
TNAM
2661
Terra Nova Asset Management
New York
$315K +$22.8K +159 +9%
CP
2662
CenterBook Partners
Connecticut
$315K +$277K +1,934 New
FWP
2663
Falcon Wealth Planning
California
$314K -$4.59K -32 -2%
SBF
2664
Sara-Bay Financial
Florida
$314K – – –
GA
2665
Geller Advisors
New York
$314K +$20.1K +140 +8%
DFG
2666
Demars Financial Group
Washington
$313K -$287 -2 -0.1%
KW
2667
KWB Wealth
California
$312K – – –
MA
2668
Mezzasalma Advisors
New Jersey
$312K +$7.6K +53 +3%
NIC
2669
Northwest Investment Counselors
Oregon
$311K -$67.4K -470 -20%
FSG
2670
Financial Strategies Group
Michigan
$311K +$1.58K +11 +0.6%
OWA
2671
One Wealth Advisors
California
$311K +$22.5K +157 +9%
MAM
2672
MMA Asset Management
Pennsylvania
$311K +$277K +1,934 New
BI
2673
Ballast Inc
Kentucky
$310K – – –
MAC
2674
Mason & Associates (California)
California
$310K – – –
FPOC
2675
Financial Planners of Cleveland
Ohio
$309K -$398K -2,775 -59%
105 106
107
108 109