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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
3001
Parisi Gray Wealth Management
New Jersey
$346K -$42.7K -303 -11%
WWP
3002
Waypoint Wealth Partners
California
$345K +$109K +776 +47%
CFSG
3003
Clark Financial Services Group
Missouri
$345K +$4.37K +31 +1%
RFA
3004
ROI Financial Advisors
Oregon
$345K +$21K +149 +7%
SCP
3005
Sivia Capital Partners
California
$344K -$232K -1,644 -41%
TCOTS
3006
Trust Company of the South
North Carolina
$344K +$19.3K +137 +6%
AWMG
3007
Alliance Wealth Management Group
New Jersey
$344K – – –
TCM
3008
Towercrest Capital Management
Pennsylvania
$344K – – –
RMF
3009
Red Mountain Financial
Colorado
$344K -$20.6K -146 -6%
IP
3010
Isthmus Partners
Wisconsin
$344K +$12.3K +87 +4%
VNA
3011
Valley National Advisers
Pennsylvania
$343K -$282 -2 -0.1%
CRI
3012
Colonial River Investments
Virginia
$343K -$53.4K -379 -15%
DIM
3013
DLK Investment Management
California
$343K +$141 +1 +0%
BGC
3014
Beutel, Goodman & Co
Ontario, Canada
$342K -$470K -3,337 -58%
BCM
3015
Beddow Capital Management
Wyoming
$342K +$29.6K +210 +10%
RFW
3016
Rainier Family Wealth
Washington
$342K +$27.3K +194 +9%
PPC
3017
Pennington Partners & Co
Maryland
$342K -$4.23K -30 -1%
MCM
3018
MV Capital Management
Maryland
$341K -$14.5K -103 -4%
FZCM
3019
Flynn Zito Capital Management
New York
$341K -$31K -220 -8%
SP
3020
Sequent Planning
Nebraska
$340K +$33.6K +238 +11%
MAG
3021
MRA Advisory Group
New Jersey
$340K -$66.5K -472 -17%
B
3022
BetterWealth
California
$340K -$8.18K -58 -2%
PWA
3023
Provenance Wealth Advisors
Florida
$339K -$327K -2,320 -49%
AIA
3024
Accelerate Investment Advisors
California
$339K -$65.6K -465 -16%
IGAM
3025
iA Global Asset Management
Quebec, Canada
$339K -$259K -1,840 -44%
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121
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