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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2776
Falcon Wealth Planning
California
$403K +$70.3K +465 +21%
LAS
2777
Lloyd Advisory Services
Georgia
$403K -$665K -4,400 -62%
FS
2778
Ferguson Shapiro
Georgia
$403K +$13.6K +90 +3%
BEC
2779
Blue Edge Capital
Virginia
$403K – – –
PFA
2780
Pettinga Financial Advisors
Indiana
$402K +$51.6K +341 +14%
PSFG
2781
Prairie Sky Financial Group
Illinois
$402K -$38K -251 -9%
AC
2782
Avenir Corporation
Virginia
$402K +$408K +2,695 New
ACM
2783
Advance Capital Management
Michigan
$401K +$18.9K +125 +5%
SFG
2784
Sunburst Financial Group
Alabama
$400K +$115K +761 +40%
CAM
2785
Concorde Asset Management
Michigan
$400K +$134K +886 +48%
BIA
2786
Bell Investment Advisors
California
$399K -$27.4K -181 -6%
PGAM
2787
Princeton Global Asset Management
New Jersey
$399K -$3.48K -23 -0.9%
WCF
2788
West Coast Financial
California
$398K +$23.1K +153 +6%
SVCP
2789
Silicon Valley Capital Partners
California
$398K +$20.7K +137 +5%
ACM
2790
AUA Capital Management
Pennsylvania
$398K -$22.7K -150 -5%
FWP
2791
Firethorn Wealth Partners
Georgia
$396K +$147K +970 +58%
PCM
2792
Princeton Capital Management
New Jersey
$395K +$25K +165 +7%
TCMP
2793
Thrive Capital Management (Pennsylvania)
Pennsylvania
$395K -$29.9K -198 -7%
RAG
2794
RIA Advisory Group
Iowa
$395K +$20.4K +135 +5%
RWM
2795
Revisor Wealth Management
Ohio
$394K -$350K -2,315 -47%
KCM
2796
Kathmere Capital Management
Pennsylvania
$394K +$25.4K +168 +7%
MWM
2797
Modern Wealth Management
Kansas
$394K +$399K +2,641 New
AF
2798
Apollon Financial
South Carolina
$394K +$399K +2,639 New
MCC
2799
Malaga Cove Capital
California
$392K -$302 -2 -0.1%
PMSA
2800
Patrick M. Sweeney & Associates
Illinois
$391K +$396K +2,618 New
110 111
112
113 114