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Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
2826
PGIM Custom Harvest
New Jersey
$426K -$80.4K -570 -16%
YIM
2827
Yoffe Investment Management
Pennsylvania
$426K +$141 +1 +0%
RFN
2828
Redwood Financial Network
Ohio
$425K +$423 +3 +0.1%
CWM
2829
Cabot Wealth Management
Massachusetts
$425K – – –
LWA
2830
Ledgewood Wealth Advisors
New Hampshire
$425K – – –
WAL
2831
W Advisors LLC
Tennessee
$425K -$9.87K -70 -2%
PCS
2832
Private Client Services
Kentucky
$425K +$146K +1,034 +54%
HC
2833
Hara Capital
Washington
$425K – – –
DL
2834
DOHJ LLC
Washington
$423K +$436K +3,093 New
TWP
2835
Tower Wealth Partners
Pennsylvania
$423K -$29.9K -212 -7%
WFAG
2836
Worth Financial Advisory Group
North Carolina
$421K +$53.3K +378 +15%
AA
2837
Aufman Associates
Pennsylvania
$421K +$11.3K +80 +3%
NL
2838
NVWM LLC
Pennsylvania
$421K +$363K +2,578 +714%
QFA
2839
Quantum Financial Advisors
California
$420K -$38.6K -274 -9%
SFS
2840
Summit Financial Strategies
Ohio
$419K +$2.96K +21 +0.7%
WA
2841
Wealthstar Advisors
Texas
$419K -$77.8K -552 -16%
BGAI
2842
Bruce G. Allen Investments
Colorado
$419K -$26.4K -187 -6%
OPWM
2843
Oakwell Private Wealth Management
Texas
$419K -$20.9K -148 -5%
AWA
2844
AGH Wealth Advisors
Kansas
$417K -$83.9K -595 -17%
TP
2845
Tranquility Partners
Tennessee
$417K -$46.9K -333 -10%
SIA
2846
SkyView Investment Advisors
New Jersey
$416K – – –
WIM
2847
Warwick Investment Management
Texas
$415K -$18.9K -134 -4%
AAMC
2848
Asset Allocation & Management Company
Illinois
$415K – – –
NWMG
2849
Nicholson Wealth Management Group
South Carolina
$414K +$15.8K +112 +4%
CWMP
2850
Clarion Wealth Managment Partners
Virginia
$414K +$408K +2,891 New
112 113
114
115 116